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Chief
Doge
Microsoft easily. Enterprise customers providing a consistent revenue stream. With Google the licensing payout for Android, etc might be decent but at the end of the day it's an advertisement company that has burned a lot of cash trying to get various prototypes consumer ready that ended up being complete write-offs. It's too stuck on the advertisement dollars.
Chief
I'd add AMD to the list and put them over NVIDIA
Rising Star
I don't disagree anything the assessment overall, but I don't know that AMD are going to perform well versus Nvidia.
They don't have any of the data center GPU business where NVIDIA charges 10x versus the consumer cards for 2x the performance. They are making some ground on the consumer video card side but they don't seem to be shipping many.
AMD is going to eat intel for lunch first the foreseeable future. Ryzen and Threadripper are monsters. If only you could buy one...
Nvidia. They sell to consumers and to businesses, and there always seems to be some kind of shortage of latest gen semiconductors.
Not Facebook or Tesla
Pro
I’d put my money on Tesla if it wasn’t already insanely overvalued
Price has dropped significantly over the last few days. Under $600 is a steal.
QCOM - It is sitting on gold mines with 5G knocking on the doors. 125-130 is a strong support and then 100.
Not too optimistic about public favorite overvalued tech as I feel the decade belongs to the non-tech ebidta focused companies.
Uber
IGM
Pro
I like MSFT
Microsoft would be the “safest” guaranteed gains in my opinion. Maybe not the largest gains
If you are in EY, you know you can only pick Microsoft, Nvidia and Tesla from that list, don’t you?
Why so?
Amazon cannot be stopped
Rising Star
When Amazon splits, the AWS stock will skyrocket. Plus their ad business is also growing at ridiculous rates. I would hold on to Amazon and buy the dips.
Google just look at the last earnings report. Also Google is due for a stock split at the 3K mark which will drive the stock even higher.
Amazon close second
Msft
Not Facebook. Tik tok is about to overtake them in Gen Z users
I meant Instagram* my b
Microsoft, they are also revolutionizing gaming by implementing cloud to Xbox
Rising Star
Amazon. It’s actually cheap compared to the others you listed.
Actually this is true
I will put it on myself.
Amazon. Brick and mortar retail is dying and Covid accelerated it.