Analysts at Wedbush said in a note to clients Tuesday that they expect large-cap tech stocks to surge 25% in 2025, aided by "a less regulatory spider web" under the Trump administration.

"While there will be some white knuckle moments in 2025 along the way on the heels of Fed worries, China tariff poker game, and stretched valuation chorus moments," Wedbush said. "This will create the opportunities to own the tech theme and key names which has been our core investing tech playbook the last two years."

The analysts said Palantir (PLTR) and Salesforce (CRM) are seen as the two best software investments in the coming year, and that said chip maker Nvidia (NVDA) remains "the only game in town" in the artificial intelligence field.

Wedbush also said Amazon's (AMZN) AWS, Alphabet's Google (GOOGL, GOOG), and Microsoft (MSFT) will lead the field in cloud computing architecture that can scale huge amounts of data and computing.

The analysts said their top-10 "tech winners for the AI revolution in 2025" include Nvidia (NVDA), Microsoft, Palantir (PLTR), Tesla (TSLA), Google, Apple (AAPL), MongoDB (MDB), Pegasystems (PEGA), Snowflake (SNOW), and Salesforce.