Howard Lindzon: AI drives strong breakouts in tech stocks

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Mikhail Vnuchkov

13.05.2026

Howard Lindzon: AI drives strong breakouts in tech stocks — AI leads gains across major tech stocks

Howard Lindzon highlights the growing impact of artificial intelligence on investment strategies.

He compares AI's current influence to Netflix's previous dominance, emphasizing its potential as a new market driver. Lindzon points to the strong price movements of Alphabet, Amazon, and DigitalOcean, noting a significant breakout in these tech stocks. He also observes that Tesla is increasingly pursuing opportunities in cloud technology.

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Lindzon recently pointed to record cash and stock sidelining amid high inflation. He also noted that SMH gained 170 percent over the past year without tax loss harvesting, raising the possibility of profit taking. Lindzon’s latest comments follow these earlier observations on shifting positions and sector performance.

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