# Tech Stocks are Soaring—Here's What's Next (3 Stocks to Buy, 2 to Avoid)

Page: https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436/tech-stocks-are-soaring-here-s-what-s-next-3-stocks-to-buy-2-to-avoid
Text version: https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436/tech-stocks-are-soaring-here-s-what-s-next-3-stocks-to-buy-2-to-avoid.md
Podcast: [MarketBeat | Stock Market News & Analysis](https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436)
Published: 2026-05-03T22:45:42+00:00
Episode link: https://2bae4538-0225-4a5e-855d-e74388245c45.libsyn.com/tech-stocks-are-soaring-here-s-what-s-next-3-stocks-to-buy-2-to-avoid
Audio file: https://traffic.libsyn.com/secure/2bae4538-0225-4a5e-855d-e74388245c45/325917599_Tech_Stocks_are_Soaring_Here_s_What_s_Next_3_Stocks_to_Buy_2_to_Avoid_MarketBeat_Bridget_B-3876.mp3?dest-id=4872075
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/marketbeat-stock-market-news-analysis-7198436/episodes/tech-stocks-are-soaring-here-s-what-s-next-3-stocks-to-buy-2-to-avoid
Duration seconds: 1589

## Resource

Want the full list of "dark energy" plays? https://www.marketbeat.com/y/dark The AI boom and the energy boom are the same story — and most investors are still missing the connection in the stock market. In this video, Rob Spivey from Altimetry Research breaks down why the biggest players in tech are being forced to go "off-grid" to power their data centers — and which energy companies stand to benefit most from that shift. Rob shares three energy stocks he's bullish on right now, two he's actively avoiding, and the accounting-based framework his team uses to find companies the market is still mispricing. Want the full list of "dark energy" plays? Rob's special report from Altimetry Research goes deeper on the behind-the-meter power opportunity. Link below. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters: 00:00 The AI Boom Is an Energy Boom 01:38 Why the Power Problem Could Slow Everything Down 04:25 The "Bring Your Own Power" Solution 07:52 Stock 1 11:57 Stock 2 17:38 Stock 3 22:20 Stock to Avoid 1 24:47 Stock to Avoid 2 DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studie…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/marketbeat-stock-market-news-analysis-7198436/episodes/tech-stocks-are-soaring-here-s-what-s-next-3-stocks-to-buy-2-to-avoid/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/marketbeat-stock-market-news-analysis-7198436/tech-stocks-are-soaring-here-s-what-s-next-3-stocks-to-buy-2-to-avoid.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.