Nasdaq Rebound: Buy 2 Monster Growth Stocks Up 20% Since Late March
The article frames the Nasdaq’s quick rebound from March’s correction—historically followed by strong 12‑month gains—as a reason to lean into big-tech growth names. It recommends Alphabet (GOOG) for its AI-driven ad targeting, accelerating Google Cloud revenue (48% y/y in Q4) and Waymo’s rapid autonomous‑rides expansion, arguing analysts have repeatedly underestimated its earnings. It also favors Robinhood (HOOD) for its youthful user base, anticipated higher trading volumes as millennials/Gen Z accumulate wealth, and looser SEC margin rules; Robinhood’s Q4 revenue rose 27% to $1.2B despite a 34% drop in EPS. The piece is bullish on both names and positions them as ways for investors to participate in the Nasdaq rebound and the broader AI-led growth trade.