Key Points Investors are understandably concerned about overvalued large-cap and tech stocks. There are some differences between this AI-focused rally and the dot-com boom. Tech stocks and ETFs have been the best investment over the long term. 10 stocks we like better than Vanguard Information Technology ETF › Technology stocks just keep moving higher, sparking fears of a bubble amid soaring valuations. The Nasdaq-100 , a leading gauge of large-cap tech stocks, is now up 20% year to date. If it holds, this would mark the fourth straight year that it has returned more than 20%. The Invesco QQQ ETF (NASDAQ: QQQ) , which tracks the Nasdaq-100, has an average annualized return of 26% over the past three years. Missed AI’s "Act 1"?
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