Don’t completely agree..Netflix and Walt Disney are mainly competing with each other in streaming business now..so ones gain maybe others loss unless they both enter a duopoly state..Alphabet is good but regulatory is gonna be a bigconcern esp with what’s happening in China..I guess there are some aspects which rest of world will follow..esp on how the consumer data is monetized..
Well..it’s getting increasingly complex to navigateChina’s tech regulatory environment..it’s likely gonna get worse before the stocks can find some bottom.
This is a good example on how to deal with privacy issues..rather than thrusting ads on unsuspecting consumers..Giving users more power and receive focused ones is a win-win proposition both in terms of business and marketing…
Too much liquidity in the system..many ppl trading based on these terminologies might not have experienced real market crash..when the tide turnsover market will show who’s swimming naked:)