Some big people who invest money (institutional investors) liked some companies more than others in the first three months of this year. They liked Oracle, Global Payments, and Micron the most. These companies are good at doing different things with computers and payments. They didn't like Nvidia and Apple as much because they thought other companies could do better. This shows that people who invest money are always looking for new ways to make more money by picking the best companies. Read from source...

1. The headline is misleading and sensationalist, implying that Oracle, Global Payments, and Micron are the only stocks that institutional investors favor over Apple and Nvidia in Q1, while the article contradicts this by mentioning other tech stocks such as Applied Materials Inc., Broadcom Ltd.

Based on my analysis of the article, I suggest you consider the following strategies for your portfolio allocation: - If you are looking for long-term growth, you might want to prioritize Oracle, Global Payments, and Micron, as they have shown consistent performance and strong institutional support. These stocks also offer attractive dividend yields and valuation ratios, making them ideal candidates for income investors and value seekers. - If you are seeking short-term gains or speculative opportunities, you might want to explore other tech stocks such as Applied Materials, Broadcom, Nvidia, and Apple, which have higher volatility and momentum potential. However, these stocks also come with greater risks, as they may face headwinds from market fluctuations, competitive pressures, regulatory changes, or technological shifts. - If you are concerned about diversifying your portfolio and hedging against market downturns, you might want to mix in some defensive sectors such as consumer staples, health care, utilities, or real estate, which have lower correlations with tech stocks and may provide stable income and capital preservation. However, these sectors also tend to have lower growth prospects and higher valuation ratios, making them less appealing for long-term investors seeking exponential returns. - If you are willing to take on more risk and have a high risk tolerance, you might want to experiment with some innovative or disruptive stocks that have the potential to revolutionize their industries or create new markets, such as electric vehicles, cloud computing, artificial intelligence, or biotechnology. These stocks may offer huge upside potential, but also come with high uncertainty and volatility, as they are still in the early stages of development and face many challenges and uncertainties. - The main risks associated with these strategies include market volatility, valuation gaps, liquidity issues, regulatory changes, competitive pressures, technological disruptions, geopolitical tensions, or macroeconomic factors that may affect the performance and prospects of the stocks in question. Therefore, you should always conduct your own due diligence and consult with a professional financial advisor before making any investment decisions.