3 Tech Stocks Positioned for the Next Leg of the Bull Market

Market Overview - The first few trading days of January have shown that major indexes have closed at new all-time highs, indicating a potential continuation of the bull market [2] - Despite some red days, themes such as interest rates, earnings durability, and valuation risk continue to influence market sentiment [3] Investment Opportunities - Investors may want to focus on stocks with catalysts expected to emerge later in the year, as periods of uncertainty can create opportunities [3] - Long-term investors should consider technology stocks with clear growth drivers anticipated in the second half of the year [4] Company-Specific Insights - Broadcom Inc. (NASDAQ: AVGO) stock experienced a 45% increase in 2025, supported by a volatility-based metric indicating strong performance [4] - Broadcom's diversified model across semiconductors and infrastructure software offers cash flow stability during market volatility [5] - Despite a drop in stock price due to forward guidance indicating softness in gross margin for 2026, Broadcom's role in AI infrastructure suggests strong potential for the second half of 2026 [6] - Broadcom's exposure to AI networking and custom silicon could accelerate earnings later in 2026 [7]