Top 10 Tech Stocks To Watch in 2021

He took profits, partly because of case 230 now in front of the Supreme Court (https://www.vox.com/policy-and-politics/2022/10/6/23389028/supreme-court-section-230-google-gonzalez-youtube-twitter-facebook-harry-styles), and potential weakness in online advertising. Also, the wider market didn't hold gains after the PPI data and has retreated--not a great sign. He forecasts an even up or down market through the end of 2022. He's holding onto…

Step back, recognize it's a very defensible business. Consumer spending habits are changing, and AMZN's in the middle. Eventually, it will benefit. AWS growth rate slowing, but still quite high. Buy now, tuck away, don't look at it for 12 months. Unionization is not a thesis-changing argument.

Good value, but a lot of risk on the table. Listen to the last earnings call. He was shocked how everything seems to be happening on a whim. Plus, slowdown on ad spending. He'd prefer AMZN for big-cap tech.

Apple Inc. is an American multinational technology company headquartered in Cupertino, California, that designs, develops, and sells consumer electronics, computer software, and online services. It is considered one of the Big Five companies in the U.S. information technology industry, along with Amazon, Google, Microsoft, and Facebook. Its hardware products include the iPhone smartphone, the iPad…

The macro background of the countries they operate in are not that strong for the most part. They need to control their costs and price some of their lines better but should turn to profitability. Too expensive.

There have been several factors that have brought the price down, lower PC sales, etc The space has been overcrowded and over-owned. Over time the macro and FX headwinds will abate. There is high growth in the cloud, mid-teen growth in productivity and business, and low growth in Windows. He expects 20% growth in free…

Take profits? Yes, sell half, because the semis are a nightmare, though NDVA is the best of the best.

A software consolidator. They can do small acquisitions like $5-10 million per company. They are a cash-flow compounder. This usually trades at a high multiple. Free cash flow is around 4%, while price to cash flow is less than 24x. (Analysts’ price target is $2437.14)

(A Top Pick May 14/21, Down 80%) Has been hit hard by tech selloff. Has sold shares in company. Serious business problems in Brazil (regulatory issues with accounting). Pandemic made things worse in Brazil.

Problem is more profound than just the valuation. Stock looks dirt cheap. Problem has everything to do with the environment it operates in. China has done a 180 from rewarding individual initiative to suppressing it.