Latest ideas and analyses related to big tech

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AMZN , GOOGL , FB

+1 pts



posted here https://street-guru.com/opinion/amzn_googl_where-to-go-if-2h-growth-slows_20220602_426/...

By mooreideas on June 2, 2022, 10:15 a.m.
Tagged topics: big tech

Views: 5, Votes: 1, Responses: 0, Attachments: 0
GOOGL , AMZN , FB

+3 pts



Looking for Morgan Stanley update on US Tech

By lejooon on June 1, 2022, 2:34 a.m.
Tagged topics: big tech

Views: 31, Votes: 3, Responses: 1, Attachments: 0
GOOGL

+1 pts



thanks...

By grinch123.yjy on Nov. 22, 2021, 2:44 a.m.
Tagged topics: digital advertising , deep dive , big tech , RBC

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AMZN , V

+2 pts



very timely report in light of big drop in $V today...

By haroldw on Nov. 17, 2021, 3:55 p.m.
Tagged topics: online retail payment volume , eCommerce , big tech

Views: 3, Votes: 2, Responses: 0, Attachments: 0
AMZN , V

+2 pts



mastercard is a buy guys...

By cbb1987cbb on Nov. 17, 2021, 3:32 p.m.
Tagged topics: online retail payment volume , eCommerce , big tech

Views: 1, Votes: 2, Responses: 0, Attachments: 0
AMZN , V

+2 pts



buy mastercard...

By cbb1987cbb on Nov. 17, 2021, 11:39 a.m.
Tagged topics: online retail payment volume , eCommerce , big tech

Views: 4, Votes: 2, Responses: 0, Attachments: 0
AMZN , V

+2 pts



buy mastercard instead...

By cbb1987cbb on Nov. 17, 2021, 11:39 a.m.
Tagged topics: online retail payment volume , eCommerce , big tech

Views: 7, Votes: 2, Responses: 0, Attachments: 0
V , AMZN

+53 pts



$V - Visa's exposure to $AMZN UK is less than 1%, but the bigger concern is Amazon may seek concessions in other geographies

By josiebe on Nov. 17, 2021, 10:08 a.m.
Tagged topics: online retail payment volume , eCommerce , big tech

Views: 225, Votes: 7, Responses: 4, Attachments: 1
GOOGL

+1 pts



thanks...

By i_sarut on Nov. 15, 2021, 7:11 a.m.
Tagged topics: AI , Google cloud , earnings results , YouTube , big tech

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AAPL

+37 pts



$AAPL 10K disclosures suggest inventory build at largest manufacturer, prioritizing products to non-carrier channels, and risk to App Store

By ethonomics on Nov. 9, 2021, 3:03 p.m.
Tagged topics: analyst checks , big tech , 10K review

Views: 282, Votes: 5, Responses: 0, Attachments: 1
AMZN

+21 pts



This was a terrible quarter for Amazon, and I can’t see any catalysts that will drive the stock higher. Ecommerce sales growth at 3% was...

By realmomobags on Oct. 31, 2021, 6:06 a.m.
Tagged topics: AWS , eCommerce , big tech , earnings miss , buy the dip

Views: 6, Votes: 2, Responses: 0, Attachments: 0
AAPL

+1 pts



thanks...

By i_sarut on Oct. 29, 2021, 11:52 p.m.
Tagged topics: buying opportunity , supply chain constraints , big tech , iPhone 13 , earnings miss

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AMZN

+11 pts



Amazon has been stuck in a range for the past 1.5 years, continues to build out a big base. Short term challenges of supply chain...

By Supersaverguy on Oct. 29, 2021, 2:31 p.m.
Tagged topics: AWS , eCommerce , big tech , earnings miss , buy the dip

Views: 1, Votes: 2, Responses: 0, Attachments: 0
AMZN

+76 pts



$AMZN - rare misses should be bought, implied valuation for ecommerce business is only 0.3x revenues

By mooreideas on Oct. 29, 2021, 11:36 a.m.
Tagged topics: AWS , eCommerce , big tech , earnings miss , buy the dip

Views: 363, Votes: 29, Responses: 2, Attachments: 8
AAPL

+46 pts



$AAPL - supply chain challenges worse than expected, but no one should believe this is thesis changing for the stock

By mooreideas on Oct. 29, 2021, 10:33 a.m.
Tagged topics: buying opportunity , supply chain constraints , big tech , iPhone 13 , earnings miss

Views: 239, Votes: 6, Responses: 1, Attachments: 5
GOOGL

+1 pts



...

By kg on Oct. 27, 2021, 1:10 p.m.
Tagged topics: spin-off , YouTube , big tech

Views: 3, Votes: 2, Responses: 0, Attachments: 0
FB

+56 pts



$FB transition to sum-of-the-parts valuation likely to drive share outperformance

By mooreideas on Oct. 27, 2021, 12:17 p.m.
Tagged topics: valuations , digital advertising , big tech , sum-of-the-parts , Facebook Reality Labs

Views: 320, Votes: 11, Responses: 0, Attachments: 2
GOOGL

+43 pts



$GOOGL is demonstrating industry leadership in AI

By mooreideas on Oct. 27, 2021, 12:14 p.m.
Tagged topics: AI , Google cloud , earnings results , YouTube , big tech

Views: 78, Votes: 4, Responses: 1, Attachments: 2
MSFT

+43 pts



$MSFT - reacceleration of #Azure bodes well for the coming quarters

By mooreideas on Oct. 27, 2021, 12:10 p.m.
Tagged topics: Azure , earnings results , big tech , beat and raise , Microsoft Cloud

Views: 206, Votes: 5, Responses: 0, Attachments: 2
GOOGL

+42 pts



Needham says #YouTube is worth $640bn, but not inside $GOOGL

By mooreideas on Oct. 27, 2021, 12:01 p.m.
Tagged topics: spin-off , YouTube , big tech

Views: 197, Votes: 4, Responses: 1, Attachments: 2