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Own all three
1) Microsoft. They’re pushing aggressive into cloud and pioneered into aaS. They’ve got good hardware products too, and are making innovations into everything from real estate to retail to disability access. If they get into ad strategy and delivery via edge, they’re really well position.
2) Apple - they’re a staple and are innovative in how they drive purchase, consistently performing for sales in every product category without high hardware costs. With moved against Facebook, I expect they’ll start to leverage their own ad network more and more across safari, Apple news, etc.
3) Amazon is an internet backbone, managing a majority of traffic. There are new players and antitrust issues pushing in. I personally thing their cloud services are strong but likely to grow more slowly than competitors in the next 5-10yrs. The retail back end model is strong and they’re well positioned to be a dark store warehouse for other retail business with the right agreements. That’s all lower margin but high volume.
Short answer - own all 3. I’m personally bullish on the broader tech industry as we move to cloud and e-commerce grows. (I owned Shopify at $50 and sold at $200 for cash. I still kick myself.) we’re not done with Covid, so there’ll continue to be accelerate growth for this entire sector. Bonus - most qualify as ESG companies (environment, social, Corp governance company). Also in fsptx
Just buy QQQ dude.
Chief
Elaborate.
Let me fire up my hot tub time machine and get back to you.
1.None of the above
2.Fry at Google, FB ,Arkkkf