FANGMANT/ Manificient Seven + NFLX

hanera · January 13, 2023, 3:41am

Moving 5 years. Performance of FANGMANT without T, add S&P.

Elt1 · January 14, 2023, 2:40am

I dumped my Google and kept Microsoft

hanera · January 15, 2023, 2:12am

BABA outperforms META over two months.

hanera · January 15, 2023, 2:17am

BABA vs TQQQ and SOXL
BABA

Moving 1 year

YTD

hanera · January 15, 2023, 9:10pm

Big deal.

hanera · January 16, 2023, 4:15am

META IPO on May 18, 2012. Since then, outperforms S&P but underperforms AAPL 

hanera · January 16, 2023, 4:22am

GOOG IPO on Aug 19, 2004. Since then, outperforms S&P but underperforms AAPL 

hanera · January 16, 2023, 4:32am

AMZN IPO on May 15, 1997. Since then, outperforms S&P and AAPL. Not bad

hanera · January 16, 2023, 4:36am

NFLX IPO on May 23, 2002. Since then, outperforms S&P but underperforms AAPL 

hanera · January 16, 2023, 4:46am

NVDA IPO on Jan 22, 1999. Since then, outperforms S&P and AAPL. Not bad

hanera · January 16, 2023, 6:45pm

BTFD

hanera · January 23, 2023, 4:04pm

.

Google needs to respond fast to Microsoft challenge…
https://www.cnn.com/2023/01/23/tech/microsoft-invests-chatgpt-openai/index.html?utm_source=optzlynewmarketribbon

Microsoft has a knack of sucking profits out of a market segment e.g. internet browser (Netscape), email (hotmail), … This investment could be of the same order of success as in LinkedIn and GitHub.

hanera · January 31, 2023, 1:18am

In the new bull market, can FANGMANT still perform or they are joining the sunset camp of IBM, CSCO, HP, ORCL, INTC, … Btw, AAPL and MSFT were old guards that are still shining bright. Many old guards like Compaq, Yahoo!, Sun, SGI, … are no longer traded.

hanera · February 1, 2023, 9:53pm

Whoever bought META, congrats.

hanera · February 8, 2023, 9:06pm

hanera · February 15, 2023, 7:03pm

Another Mark initiated campaign. The impact of Apple privacy change has minimal impact to META bottomline… easily verify by looking through SEC filings of META. The campaign is to lay grounds for the big fight over metaverse in the future.

hanera · February 16, 2023, 6:47pm

META is an AdTech stock

hanera · February 16, 2023, 10:02pm

hanera · April 17, 2023, 4:59pm

How many of FANGMANT would remain a $T market cap company after 1, 5 or 10 years?
So far TSLA and META have dropped off.
AMZN has lost and recaptured the title.
NVDA and NFLX have never made it.
Will GOOG decline below $1T through time?

Old stalwarts, AAPL  and MSFT are above $2T.

manch · May 2, 2023, 3:04am

No more FAANG. Now it’s all about the MAANGO.

RIP Facebook.