Howdy Investors,

Trump’s tariffs are doing a doozy on the markets. And as always, uncertainty breeds opportunity.

Tariffs raise the cost of doing business and stoke fears of an economic slowdown. When that happens, investors start pulling back from growth stocks—especially tech—because their valuations rely so heavily on future earnings.

Here’s where we take advantage: the risks are real, but they’re short-term. Will there be volatility? Absolutely. Could prices dip further after you buy? Of course. But over the long run, you’ll be glad you bought the dip—because tariffs might rattle markets, but they don’t shake real fundamentals.

That said, not all tech stocks are created equal. Some will rebound faster. Some are more insulated from macro noise. In this month’s edition, I break down the three I’d be buying right now—each offering what I believe are asymmetric returns.

Here’s to your wealth and success,

Dakota Crisp, PhD

Microsoft is a global software and cloud leader. The stock recently dipped due to tariff fears, slower cloud growth, and broader concerns about the economy.

Tech stocks often fall when tariffs and recession headlines hit. But Microsoft’s fundamentals haven’t changed. Azure, Office, and enterprise software are mission-critical with sticky, recurring revenue.

Microsoft is quietly embedding AI into everything—from Copilot in Office to Azure’s AI infrastructure. Once monetization clicks, it could unlock a new growth leg.

In short, you're buying a dominant cash machine temporarily discounted by macro fear.

Google’s stock has pulled back amid tariff news and general macro worries. Ad revenue is recovering, but fears around economic slowdown are hitting sentiment.

Tariffs raise global uncertainty, and advertisers pull back when recession risk rises. But Google’s core—Search, YouTube, and Android—remains indispensable.

AI is powering a new chapter in search. Google is quietly rebuilding its moat while trading at a reasonable multiple.

In short, you're buying a digital empire with upside from AI and recovery in ads, trading at a discount due to temporary fear.

Oracle has sold off with the rest of tech on economic concerns and trade tensions. Investors worry enterprise spending might slow.

Tariffs and recession fears often hit legacy tech harder—but Oracle’s transition to cloud gives it new life. Its infrastructure is mission-critical for businesses that don’t want to risk downtime.

Oracle isn’t just software—it’s becoming the backend for AI workloads. Their partnership with Nvidia is flying under the radar.

In short, Oracle is a stealth cloud and AI play, trading cheap because people still think it’s the old Oracle.

Disclosure: I currently own positions in MSFT and GOOGL.

Disclaimer: The stock picks and information provided here are for informational and educational purposes only and should not be considered financial advice. I am not a financial advisor, and all investments involve risk. Please conduct your own research, consult a professional financial advisor, and carefully consider your own financial situation and risk tolerance before making any investment decisions. The performance of past stock picks is not indicative of future results, and you assume full responsibility for any decisions made based on this information.