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3 Tech Stocks With More Potential Than Any Cryptocurrency

The Motley FoolFeb 15, 2026 9:35 AM

Key Points

  • Alphabet stock is on sale, and the company can afford its huge AI spending plan.

  • TSMC has an outsize share of the foundry market.

  • Oracle's stock is down 35% in the last six months over concerns about its debt, but its cloud computing segment is growing fast.

The problem (or the opportunity, depending on your point of view) with cryptocurrencies is their massive volatility.

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Because most cryptocurrencies lack a fundamental valuation floor or metrics like stocks -- price-to-earnings ratio or cash flow, for instance -- their prices are overly dependent on sentiment and liquidity. Stablecoins are at least anchored to an underlying asset, such as the U.S. dollar, but in general, the crypto market lacks many of the financial controls of traditional currency.

And that's part of what's driving the slump in cryptos in recent months. The overall cryptocurrency market fell more than 45% from its Oct. 6, 2025, high of $4.28 trillion. The collapse has been led by Bitcoin, whose drop is being attributed to geopolitical unrest and withdrawals from institutional exchange-traded funds that carry the digital currency.

But I believe that long-term investors can find just as promising opportunities for dramatic growth and sustainable wealth in the stock market. In particular, here are three tech stocks that I think have even more potential than cryptocurrency today.

A clock with the words "Time to Buy" on the hands.

Image source: Getty Images.

1. Alphabet

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is one of the largest companies in the world and a member of the "Magnificent Seven" group of stocks that dominate the S&P 500. In fact, I've ranked Alphabet as my top Magnificent Seven stock to buy in 2026.

Alphabet stock is actually on sale right now, as the stock has dropped about 10% since the company's fourth-quarter earnings report. Alphabet reported strong revenue of $113.8 billion, up 18% from a year ago, and net income of $34.45 billion, which was up nearly 30% from last year. But the market pulled back on the company's announcement that it would spend $185 billion on AI infrastructure this year -- about double its spending from 2025.

While the market may be worried about that level of spending, I recognize that it's needed. Alphabet's Google Cloud computing division is growing fast as companies are looking to train and run artificial intelligence (AI) platforms on the cloud, and the company's Tensor Processing Units are a viable alternative to Nvidia's graphics processing units -- as an investor, I would rather see Alphabet sink money into its own products than chips from another company. Google Cloud generated $17.6 billion in revenue in the fourth quarter, up a whopping 47% from last year.

2. Taiwan Semiconductor Manufacturing

I'm a big fan of Taiwan Semiconductor Manufacturing (NYSE: TSM) for two reasons. First, it's a foundry for making semiconductor chips, which is something that the major semiconductor companies, such as Nvidia, Broadcom, or Advanced Micro Devices, can't do on their own. And second, TSMC, as it's known, is recognized as the best in the business. TSMC had a 72% market share in the foundry market in the third quarter, up from 66% in the previous year, according to Counterpoint Research.

And the growth shows in the company's financial results, which included $33.73 billion in revenue in the fourth quarter, up 25.5% from the previous year. Management issued guidance for revenue in the first quarter to be even better, forecasting a range between $34.6 billion and $35.8 billion.

TSMC provides the explosive potential of cryptocurrency with a fraction of the risk -- the company projects revenue with a compound annual growth rate (CAGR) of 25% through 2029, and a gross margin of 56% or more.

3. Oracle

Oracle (NYSE: ORCL) may not be a name you'd expect to consider when you look at tech stocks with huge potential. But the computing company saw its stock drop by more than 35% over the last six months and is deeply discounted.

Like Google, Oracle is seeing rapid growth in its cloud computing segment, which is the company's biggest revenue driver. The company generated $7.97 billion in revenue in the second quarter of fiscal 2026 (ended Nov. 30, 2025), up 34% from a year ago and nearly half of Oracle's overall revenue. Oracle also has a deal valued at $300 billion to supply OpenAI, the maker of ChatGPT, with infrastructure and cloud computing services.

The risk with Oracle stock comes with its debt, which is more than $100 billion, as the company aggressively spends to expand its cloud computing offerings. But even that concern pales in comparison to the risks associated with cryptocurrencies, and Oracle's upside potential is too good to ignore right now.

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Patrick Sanders has positions in Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Bitcoin, Nvidia, Oracle, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be considered financial or investment advice.

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