Safe bet that Big Tech will remain big in 2022: “During the past year, their market caps increased hugely (Facebook by 27%, Apple by 34%, Alphabet by 69%) mirroring huge growth in revenues (Alphabet by 34%, Facebook by 43%, Amazon by 32% - on a base of more than $300bn per annum!). With new platforms emerging, such as the metaverse, healthcare, and vehicles, there are new territories for these firms to expand into.” Azeem Azhar, Exponential View.

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There are no safe bets.

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Past performance is not indicative of future performance.

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Big Tech is only safe if they actually add value and grow into emerging areas vs just talking about it.

likesmart

Less TED Talk. More TED Work.

likesmart

I’ve shorted them all

funnylikesmart

How’s this going for you?

More interesting question is what’s the big tech of tomorrow? Fintech and other Cathie wood favorites like square, robin hood, Coinbase, Roblox, teladoc, roku, etc?

Or things that aren’t public yet like stripe or plaid?

Or maybe some earlier stage neuralink or metaverse stuff that arent on many radars yet?

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Her fund has only under performed if you bought last year

Pelosi trades would seem to disagree

Pelosi is long option calls for growth tech all expiring end of Jan

Azeem thinks too highly of himself and the bubble he lives in (sv). His newsletters are just self promotional opinions. With that being said, absolutely, tech is on fire with web3, data, and immense investments in fintech and e-commerce and you don’t stop like this.

Yes, it’s just his ego. Frankly if he was doing that well, he would not have been so self promotional in anything he writes. Every third line is a reference to something he wrote lol

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