The 'FAAMG' trade is dead but Apple's appeal stays alive with retail buyers and a $90 billion buyback arsenal, research firm says

Markets Insider2021-12-16

Apple's following among retail investors and its $90 billion share buyback program is aiding the stock's gains, Vanda Research says. One-third of the money retail investors use to buy Nasdaq stocks ...

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精彩评论

vincentheng8
2021-12-17
vincentheng8
Buy only
- vincentheng8:
  all in
vincentheng8
2021-12-17
vincentheng8
All in aapl to vr and icar
Hk01
2021-12-16
Hk01
An Apple a day cost about $170.
LittleTiiger
2021-12-16
LittleTiiger
Please like & have a great day [Smile]
- WDnemo:
  done
LIM97
2021-12-16
LIM97
Like
htht
2021-12-16
htht
Please make GO FAT MAN a thing. [LOL] Google, OracleFacebook, Amazon, TeslaMicrosoft, Apple, Nvidia

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FAMG refers to tech giants Facebook and Amazon and Microsoft and Google's parent Alphabet.\n\"What seems clear is that FAAMG is not a thing anymore, at least not from a retail perspective. The group received very large flows at the start of the pandemic but there has been a changing of the guards since then,\" wrote Vanda analyst Giacomo Pierantoni and senior strategist Ben Onatibia.\nApple's \"cult following\" by retail buyers combined with the company's $90 billion stock buyback program has helped the price march higher, up by more than 5% in December through Tuesday's session. The stock has gained nearly 36% this year, outpacing the S&P 500's strong 25% advance.\nTesla and AMD and Nvidia have also caught the attention of retail buyers as they directed about one-third of their money collectively into those Nasdaq stocks since the end of last month. Meanwhile, FAMG stocks (excluding APPL) have only received 11%, said Vanda. FAMG refers to tech giants Facebook and Amazon and Microsoft and Google's parent Alphabet.\nThe VandaTrack tool monitors retail-investing activity in 9,000 individual stocks and ETFs in the US.\n\"APPL remains well-loved but the rest of the group has been no match to TSLA, AMD and NVDA's appeal among retail investors. FAAMG is dead, long live the TAAN,\" they said.\nVanda added this has important implications for investors.\n\"During risk-on rallies, retail demand for TAAN stocks makes them a much higher beta play relative to the FAAMG. But when risk sentiment turns south, stocks with high retail participation usually underperform, unless your treasury desk has $90 billion to spare,\" it said.\nExamples of that dynamic are SPACs and meme stocks, said Vanda. Interest in AMC and GME has waned over time and large sell-offs \"don't find that many enthusiastic buyers,\" it said. \"SPACs were also a vulnerable space given the large inflows that went into EV stocks like Lucid during the Q4 rally.\"","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":690262245,"gmtCreate":1639670423485,"gmtModify":1639670423724,"author":{"id":"3577147024133490","authorId":"3577147024133490","name":"vincentheng8","avatar":"https://static.tigerbbs.com/177fda2264ab2bd83ccfc55eb70c57a4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577147024133490","authorIdStr":"3577147024133490"},"htmlText":"Buy only","listText":"Buy only","text":"Buy only","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690262245","repostId":1168308155,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7010810,"gmtCreate":1639670429450,"gmtModify":1639670429530,"authorId":3577147024133490,"author":{"id":3577147024133490,"idStr":"3577147024133490","authorId":3577147024133490,"name":"vincentheng8","avatar":"https://static.tigerbbs.com/177fda2264ab2bd83ccfc55eb70c57a4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690262245,"type":1,"supId":0,"prevId":0,"content":"all <u>in</u>","text":"all <u>in</u>","html":"all <u>in</u>"}],"langContent":"CN"},{"id":690262846,"gmtCreate":1639670411711,"gmtModify":1639670411711,"author":{"id":"3577147024133490","authorId":"3577147024133490","name":"vincentheng8","avatar":"https://static.tigerbbs.com/177fda2264ab2bd83ccfc55eb70c57a4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577147024133490","authorIdStr":"3577147024133490"},"htmlText":"All in aapl to vr and icar","listText":"All in aapl to vr and icar","text":"All in aapl to vr and icar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690262846","repostId":1168308155,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":690348613,"gmtCreate":1639642425794,"gmtModify":1639642425968,"author":{"id":"4092737844653660","authorId":"4092737844653660","name":"Hk01","avatar":"https://static.tigerbbs.com/47f73b69bc4bb694a9b2dedd17efba98","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4092737844653660","authorIdStr":"4092737844653660"},"htmlText":"An Apple a day cost about $170. &nbsp;","listText":"An Apple a day cost about $170. &nbsp;","text":"An Apple a day cost about $170.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690348613","repostId":1168308155,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":690327995,"gmtCreate":1639639590433,"gmtModify":1639639609135,"author":{"id":"4099441812800880","authorId":"4099441812800880","name":"LittleTiiger","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"4099441812800880","authorIdStr":"4099441812800880"},"htmlText":"Please like &amp; have a great day [Smile]&nbsp;","listText":"Please like &amp; have a great day [Smile]&nbsp;","text":"Please like & have a great day [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690327995","repostId":1168308155,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7002474,"gmtCreate":1639639813125,"gmtModify":1639639813244,"authorId":3575333960287526,"author":{"id":3575333960287526,"idStr":"3575333960287526","authorId":3575333960287526,"name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":690327995,"type":1,"supId":0,"prevId":0,"content":"<u>done</u>","text":"<u>done</u>","html":"<u>done</u>"}],"langContent":"CN"},{"id":690323176,"gmtCreate":1639638459823,"gmtModify":1639638714020,"author":{"id":"3581419265926610","authorId":"3581419265926610","name":"LIM97","avatar":"https://static.tigerbbs.com/6e8b924a13e75ddd5dcb294949bced1f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581419265926610","authorIdStr":"3581419265926610"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690323176","repostId":1168308155,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":690329972,"gmtCreate":1639638167818,"gmtModify":1639638702930,"author":{"id":"3574990061555881","authorId":"3574990061555881","name":"htht","avatar":"https://static.tigerbbs.com/3db2a624bd21108fb0def4f8b401d45a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3574990061555881","authorIdStr":"3574990061555881"},"htmlText":"Please make GO FAT MAN a thing.&nbsp;[LOL]&nbsp;Google, OracleFacebook, Amazon, TeslaMicrosoft, Apple, Nvidia","listText":"Please make GO FAT MAN a thing.&nbsp;[LOL]&nbsp;Google, OracleFacebook, Amazon, TeslaMicrosoft, Apple, Nvidia","text":"Please make GO FAT MAN a thing. [LOL] Google, OracleFacebook, Amazon, TeslaMicrosoft, Apple, Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690329972","repostId":1168308155,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":59,"commentSize":14,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1168308155"}