FANGMANT/ Manificient Seven + NFLX

Investing
2236

Ramping up on semis will take 5 to 10 years at least. There are some, more immediate consequences of the Tech Cold War.

  1. China will play hardball on M&A by American semis companies. Nvidia just submitted papers to the Chinese regulators seeking approval on the Mellanox acquisition. Wouldn’t be surprised if things get a bit rocky there.

  2. China will ask important tech companies to list in Hong Kong and Shanghai instead of US. SMIC just asked SEC approval to delist from New York and Alibaba is rumored to seek a second listing in Hong Kong.

2019 is a watershed year. It’s the year US and China divorced.

2237

Trump and his followers are idiots fighting against the flow of history.

2238

RE prices in Bay area and S&P500 are going to crash soon(because of new excess supply), while they will shoot up like phoenix in China(because of large demand coming from utilizing realized returns of selling USA investments). :smile:

Yeah you heard it here first… :rofl:

2239

Where is the excess supply of BA RE?

2240

Just follow the chain of that comment… :slight_smile: to get the context.

2241

I thought this was a stock thread. In fact this whole forum is primarily interested in stocks.
Bullish for RE.

2242

:scream: :scream: :scream:

Source: Bank of America Merrill Lynch (Top is FANG stocks, bottom FANG/S&P 500)

2243

FANG is back. Don’t listen to @manch

07%20PM

1 Like
2244

MSFT is the real king. Note that AMZN still bigger than AAPL. :smile:

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2245

If Msft were the king then Aapl would be the Empress Dowager Queen Bee.

2246

Waiting for the 2nd half of my prediction to come true: FB will overtake AAPL in market cap.

2247

But you sold it all. Thus couldn’t benefit from your own prediction if came true.

2248

That’s fine. I will buy them back.

2249

FB tumbled many times, yet to buyback :thinking:

2250

FB kept rising. I guess @manch will have to buy it back at prices that are above $200 per share :slight_smile:

1 Like
2251

Told y’all Baidu is a loser. No more BAT. From now on it’s ATM.

2252

AMZN is almost near previous ATH.
GOOG is the furtherest away from previous ATH.

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1 Like
2253

Since Aug 28, 2017,

AMZN +109.08%
NFLX +94.60%
AAPL +27.37%
GOOG +25.45%
FB +20.06%

FAANG +55.42%, annualized 25%
10x over 10 years requires annualized 25.9%

1 Like
2254

Bullish Betting Hot as Facebook Bounces from 200-Day

Since Aug 28, 2017,

AMZN +81.65%
NFLX +59.96%
AAPL +36.29%
GOOG +29.69%
FB +6.92%

FAANG +42.73%, annualized 18% (7% higher than S&P historical index of 11%)
10x over 10 years requires annualized 25.9%

2255

Go go go!