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2021-12-28

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Brace yourself for Big Tech correction in early 2022 - Loup Ventures' Gene Munster

Loup Ventures analyst Gene Munster warned investors to "brace yourself" for a potential correction i

Brace yourself for Big Tech correction in early 2022 - Loup Ventures' Gene Munster

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The Fed is scheduled to conclude its next meeting on Jan. 26.</li>\n <li>The Loup Ventures founder predicted that Apple(NASDAQ:AAPL)would continue to outperform most of its peers, projecting that the iPhone maker could be a $250 stock \"in the next few years.\" (AAPL enters the last week of 2021 at just above $176.)</li>\n <li>However, Munster specifically highlighted high valuations for names like Amazon(NASDAQ:AMZN), Netflix(NASDAQ:NFLX), NVIDIA(NASDAQ:NVDA), Tesla(NASDAQ:TSLA)and Rivian(NASDAQ:RIVN).</li>\n <li>Munster quickly added that he believes in the long-term value of Big Tech but that earnings and revenue growth in 2022 will not be enough for most companies to overcome the contracting valuations that traditionally come with rising interest rates.</li>\n <li>Looking longer-term, the Loup Ventures managing partner argued that the metaverse will see some \"fits and starts in terms of investor enthusiasm\" in 2022 but will eventually \"capture the majority of our time in the future,\" making it a core tech theme for the next five years and beyond.</li>\n <li>In addition, Munster pointed to autonomy and self-driving cars as another major tech advance that will dominate the coming years.</li>\n <li>\"I'm a big believer in Big Tech,\" he said but added that for the near-term, investors needed a \"more sober\" thought process surrounding the impact of interest rates on valuation.</li>\n <li>Comparing some of the stocks that Munster mentioned, NVDA has outperformed the rest of the group, rising by about 127% over the course of 2021. TSLA also had an excellent year as well, notching a 51% advance.</li>\n <li>AAPL has slightly outpaced the S&amp;P 500, posting a gain of nearly 33%. NFLX and AMZN have significantly underperformed the broader market,posting gains of 14% and 5%, respectively:</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/fc7123954b4d89ae78502400737b4d73\" tg-width=\"1200\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Brace yourself for Big Tech correction in early 2022 - Loup Ventures' Gene Munster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBrace yourself for Big Tech correction in early 2022 - Loup Ventures' Gene Munster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 09:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783427-brace-yourself-for-big-tech-correction-in-early-2022-loup-ventures-gene-munster><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Loup Ventures analyst Gene Munster warned investors to \"brace yourself\" for a potential correction in Big Tech during the first three months of 2022, as the market comes to terms with the likelihood ...</p>\n\n<a href=\"https://seekingalpha.com/news/3783427-brace-yourself-for-big-tech-correction-in-early-2022-loup-ventures-gene-munster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/news/3783427-brace-yourself-for-big-tech-correction-in-early-2022-loup-ventures-gene-munster","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1151169779","content_text":"Loup Ventures analyst Gene Munster warned investors to \"brace yourself\" for a potential correction in Big Tech during the first three months of 2022, as the market comes to terms with the likelihood that higher interest rates will force valuations to contract.\n\"I think investors in Big Tech should enter 2022 with a healthy dose of caution,\" the Loup Ventures founder and managing partner told CNBC on Monday.\nMunster pointed to the Federal Reserve's next policy meeting as a potential catalyst for a correction in many of the high-flying tech names. The Fed is scheduled to conclude its next meeting on Jan. 26.\nThe Loup Ventures founder predicted that Apple(NASDAQ:AAPL)would continue to outperform most of its peers, projecting that the iPhone maker could be a $250 stock \"in the next few years.\" (AAPL enters the last week of 2021 at just above $176.)\nHowever, Munster specifically highlighted high valuations for names like Amazon(NASDAQ:AMZN), Netflix(NASDAQ:NFLX), NVIDIA(NASDAQ:NVDA), Tesla(NASDAQ:TSLA)and Rivian(NASDAQ:RIVN).\nMunster quickly added that he believes in the long-term value of Big Tech but that earnings and revenue growth in 2022 will not be enough for most companies to overcome the contracting valuations that traditionally come with rising interest rates.\nLooking longer-term, the Loup Ventures managing partner argued that the metaverse will see some \"fits and starts in terms of investor enthusiasm\" in 2022 but will eventually \"capture the majority of our time in the future,\" making it a core tech theme for the next five years and beyond.\nIn addition, Munster pointed to autonomy and self-driving cars as another major tech advance that will dominate the coming years.\n\"I'm a big believer in Big Tech,\" he said but added that for the near-term, investors needed a \"more sober\" thought process surrounding the impact of interest rates on valuation.\nComparing some of the stocks that Munster mentioned, NVDA has outperformed the rest of the group, rising by about 127% over the course of 2021. TSLA also had an excellent year as well, notching a 51% advance.\nAAPL has slightly outpaced the S&P 500, posting a gain of nearly 33%. NFLX and AMZN have significantly underperformed the broader market,posting gains of 14% and 5%, respectively:","news_type":1},"isVote":1,"tweetType":1,"viewCount":843,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}