Cyber security is needed, and I don’t see the need decreasing.
Metaverse is 3-d printing all over again.
I’m curious what e-commerce growth rates will be. They pulled forward a ton of growth during covid. I think it’s unknown if they’ll return to pre-covid growth rates or something lower. If it’s lower, then that’s not good.
Big data is heavily fragmented.
I’m bullish on companies that use AI/ML to automate business processes. With the salary increases we are seeing, those software tools will become a necessity. Similarly, I think robotics and software automation are going to take over service industries. There’s going to be a massive focus on achieving productivity gains.
PATH and MNDY make sense. BILL is in that category too. BILL’s revenue growth has accelerated since covid lockdowns ended. Oracle and SAP are terrible software. There’s a ton space for other companies to build add-ons that provide superior functionality. Some SaaS companies have seen their growth rate slow, but they are still proving to be sticky subscriptions. I haven’t see anyone report high churn numbers from enterprise customers.
Another big space, will be using AI/ML to enhance customer service. The early stuff is fairly garbage, but there’s a lot of potential there. Companies could save a ton by significantly downsizing customer support and potentially provide customers a better experience.
SHOP bought a startup created by the founders of Kiva which is the robotics company Amazon acquired. It was the second robotics startup for that group. UPS and FedEx are going after that space too.
Restaurant and hospitality are ready to be disrupted. It’s already started. Some hotels let you check in without even going to the front desk. Your phone unlocks the door.
Most of the household chores are automated e.g. Washer, Dryer, Floor vacuuming and mopping, etc. Food & beverage - many e-commerce and delivery services. What else? Need new products Simpler homes.
Title is misleading. AFAIK, global investors are BTFD into S&P 500 etfs such as VOO and SPY.
They are not buying any US stocks which the title implied. S&P have proven to be a secular compounder for a century.
My best guess is SPX is in Cycle II (retracing the impulse from 2009) unless WW3 starts… Wave two can retrace as much as 99% (scary), I don’t know how to determine how much the retracement would be. Just watch the price action. Do whatever you are comfortable with.
I have been watching TV serials to get away from the stock market, and reading twitter & blogs/ watching YouTube to keep up. Didn’t follow them for a long time. Will go to read them now.
S&P 500
Read. I agree with Arastoo. Is impossible to identify when Cycle I would be completed, can be off by months to years. Is also is impossible to determine when Cycle II would be completed, again can be off by months to years. Better to just trade level by level, if you are into trading. For investing, just blindly DCA regularly regardless of EW picture and macro conditions… I am doing that.
In general, I don’t like to watch romantic and modern life shows. Prefer martial art and thriller.
Who rule the world pretty Zhao Lusi
Reset
Luoyang
Sword Snow Stride
Last year,
Word of Honor
Duoluo Continent
Btw, I also watch a lot of YouTube on animals. Amazed at how smart crow is. And how well organized is the African wild dog… very like humans, take care of young, sick and old.
@marcus335 what is your take on Monday at this point? How low can it go ? There seems to be strong resistance at about 90$. But I wonder if the next earnings will take them lower.
I think right now it’s impossible to predict it. Their growth rate is still amazing. They weren’t at all dependent on covid. I think people panicked and sold everything when growth rates started to slow after covid. At this point, there’s less risk to wait until after earnings.
