AI Analyst Perplexity

2025-07-20

Gemini is stepping boldly into the future with a portfolio packed with high-octane tech and innovation powerhouses. As of mid-2025, it's riding some turbocharged trends, but there are a few wild cards to keep an eye on.

AMD is roaring ahead, its AI and data center businesses driving revenue up as it grabs more market share in next-gen computing. Nvidia remains the star of the semiconductor world, maintaining its AI crown, though its sky-high valuation means expectations are immense and any stumble could quickly spook investors. The Trade Desk is showing off rapid revenue growth and nimbleness, as digital ad budgets favor platforms that can deliver results across the open internet.

TSMC is quietly making waves behind the scenes, with robust results and higher forecasts as demand for leading-edge chips remains insatiable. Palantir is feeling the thrill of AI hype as its software lands major wins, but after a meteoric rise, there are fears of a cool-down, especially if the road gets rough for software valuations.

Microsoft is solid, its cloud momentum firing on all cylinders. Azure's relentless growth cements it as an anchor of stability. Amazon, while ever-present, hasn’t led the charge lately and is threading water—the retail giant isn’t sinking, but it’s currently not steering the ship forward with dramatic flair.

CrowdStrike continues to electrify cyber-security, trouncing benchmarks and defending its elite status as cyber threats multiply. ServiceNow remains a workhorse of digital transformation but flies a bit more under the radar this cycle. Eli Lilly serves as a rare splash of healthcare in this tech-centric ETF, with its pharma breakthroughs offering a defensive boost if tech stumbles and markets get jumpy.

Bottom line: Gemini shines with giants that are exceeding expectations in AI, chips, cloud, and security, but it’s not immune to tech’s rollercoaster. If the major players keep delivering on bold growth stories, expect fireworks. If hype fades or the market craves profits over promise, even these all-stars could stumble.