The Best High-Growth Tech Stocks Outside of the QQQ

"As the AI trade continues its sharp recovery after the mid-November fumble that followed some fantastic quarters served up by the tech titans, investors might be wondering if now is a good time to get back in. Undoubtedly, it seems like there was nowhere to go but lower for the high-multiple tech firms, including the likes of most of the Magnificent Seven, with the exception of Alphabet ( NASDAQ:GOOG) and Apple ( NASDAQ:AAPL), which hit fresh all-time highs after walking away mostly unscathed from the worst of the November sell-off."

"For many, the Nasdaq 100 is the go-to index for those who want more tech and AI than the S&P 500 can currently provide. Arguably, the S&P 500 has evolved into an AI-heavy index after the massive appreciation in the Magnificent Seven in recent years. And while the Nasdaq 100 has a lot of AI and tech exposure to offer self-guided investors, I think it's missing a few standout names that have been excluded solely because of the stock exchange they trade on. There is one easy fix for the Nasdaq 100-heavy index investors: just buy the high-growth names excluded from the index as a supplement!"

"Not being exposed to Oracle ( NYSE:ORCL) shares has been a good thing in the past few months, especially since shares are down 40% from their highs. In a number of prior pieces, I highlighted the crash in the stock as a great buying opportunity for those who had faith in CEO Larry Ellison's vision. While shares may have yet to hit bottom, I would watch closely as the valuation contracts further as AI skepticism grows."

The AI trade has sharply recovered since a mid-November sell-off that hit many high-multiple tech firms, while Alphabet and Apple reached fresh highs. The Nasdaq 100 remains a preferred index for tech and AI exposure but may omit notable high-growth names solely because they trade on other exchanges. Investors can supplement Nasdaq 100 holdings by purchasing excluded high-growth stocks to broaden exposure. Oracle serves as an example of a strategic tech firm whose shares have fallen about 40%, offering potential buying opportunities for investors who believe in its leadership and long-term AI positioning, though valuation risks remain.

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