Michael Parekh Lists Tech Companies That Could Weather Headwinds

From Nvidia's "cheap" valuation to Google's massive vertical integration with Gemini, and Apple's emerging role as the "big toll gatekeeper" of AI services, former head of Goldman Sachs' internet research group, Michael Parekh, explains why these companies are more than just stocks—they're the infrastructure of the future.
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Published Apr 04, 2026   |   10:33 AM EDT
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Amid geopolitical tensions, supply chain pressures and energy shocks, which tech companies may be best positioned to weather the headwinds? @MParekh, former head of Goldman Sachs' internet research group, has some ideas and discussed on StocktwitsTV. $NVDA $GOOG $AAPL
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