Buying if there is a big dip. Their breadth and depth of content... No one else comes close, except Disney. Although I must say, being a subscriber and shareholder of both companies, I find myself consuming more of Netflix's content as compared to Disney.
Netflix Slides After Subscriber Guidance Misses Estimates
Nowadays AI seems to be the new sexy thing. Last time it's cloud and now it's AI. P/E of 300-400, P/S of ~33... too rich a valuation? upside might already been baked in while downside is wide open
I think up till a certain point the 'punishment' of these companies would stop before it spooks every investors and make them wary of any and all Chinese stocks, which is definitely not what the regulators and officials want.
They will say "this time it's different...". But is it really different? Only time will tell. But if time and history are telling the truth, then one can already deduce the answer...
Amazon grows by disrupting others. The day Amazon stop growing is when others disrupt Amazon. Will that day come anytime soon? I personally don't see it in the near future so I'm still long Amazon [哇塞]
Microsoft has been relatively flying under the radar as compared to its peers in the 1T market cap club. Now all of a sudden it's under the spotlight..
Microsoft Price Target Raised to 'Street High' $325 at Wedbush as Cloud Story Is Not Slowing Down
Interesting that author view R&D as capex. Apple is definitely a mature company but yet amazingly is able to innovate and find new areas of growth, nevermind that they always seems slower to the next 'in' thing.