The following video is part of our "Talking Stocks" series, in which Motley Fool analyst Austin Smith and our chief technology officer break down each other's portfolios.

In today's edition, Jeremy gives Austin an honest opinion on three of his top holdings. Jeremy is pretty bullish on those two picks that are largely tied to the tech boom, but he's hugely skeptical of Austin's pick in heavily shorted SUPERVALU (NYSE: SVU), and with good reason. SUPERVALU is heavily indebted and still suffers from declining same-store sales.

No surprise then that, as our chief technology officer, the real winners Jeremy sees are in the tech sphere.

You can read about one company that's set to profit from the mobile revolution by clicking here. Enjoy, and Fool on!