economy

January 13, 2026

Buy these non-tech stocks with strong growth potential, says Trivariate Research

Trivariate founder and CEO Adam Parker said S&P 500 earnings expectations appear too high, especially in technology and industrial stocks.

Buy these non-tech stocks with strong growth potential, says Trivariate Research

TL;DR

  • Trivariate Research introduced a 'non-technology compounders' stock basket for investors seeking alternatives to high-growth tech stocks.
  • The firm holds a neutral stance on U.S. equities, citing concerns about elevated valuations and potentially unrealistic earnings estimates.
  • The 'non-technology compounders' basket aims to position investors away from vulnerable market segments.
  • Companies mentioned in the basket include Amazon, Philip Morris International, NextEra Energy, Visa, Uber Technologies, and Booking Holdings.
  • Amazon's inclusion is attributed to expected AWS growth and focus on emerging technologies.
  • Philip Morris International is recognized for efforts to increase demand for Zyn in the U.S.
  • NextEra Energy's growth is fueled by steady earnings and long-term energy deals for data centers.

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