The Allure of Big Tech
Big Tech stocks $Apple(AAPL.US$, $Microsoft(MSFT.US$ , $Alphabet-A(GOOGL.US$, $Amazon(AMZN.US$, $Facebook Inc(FB.US$ that dominate the $S&P 500 Index(.SPX.US$ have delivered impressive earnings that are generally higher than expected but were mostly sold off after reports of better than expected earnings. Still, these Big Tech shares are hovering near record highs. With regulatory challenges and Fed tapering, the risk of heightened market volatility seems to be lingering. The five Big Tech firms are acknowledged by many institutional investors as having the strongest business models in the stock planet and their valuation can continue to rise as cloud potential is still growing. While regulatory pressures may take a while to abate, the future earnings outlook for these Big Tech companies and the macro outlook should be key factors to consider whether it would still be worthwhile to buy on pullbacks, which have been pretty mild so far relative to deep market history.
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Be Hopeful when others are Fearful
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garay : Fundamental analysis of Big tech stocks would help better understand their long term health
HopeAlways OP garay : Right, their valuation still matters for the long haul.
jasonleett : Great analysis
102089245 : Big Techs should be able to thrive even during post pandemic
Krel : Big techs are the only stocks worth investing for majority of us. They are expensive for good reason. No one can short them, no funds won't buy them. Support big tech!
HuatLady : I like your sensible comments.
HuatEver : Well rational and logical rationale
102156558 : I don’t think it’s any technical fundamentals analysis, if thats the case every aspect Says the tickers should go up. Instead it’s more of Psychological, Everyone bought the Stock expecting Good results And the stock is already bloated. Now Few fat buddies who has stock from Low purchase takIng off the profit. That triggerIng the fluctuations, and it can go in any direction in short term.
HopeAlways OP 102156558 : Indeed, the psychological aspect should not be overlooked in investing.
Jeet Kune Do : Big tech is the future
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