02/08/2022
Stocks to buy for your kids.
https://youtu.be/A9NcIWwZ4Uw
Data Stocks Investment
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A collection of Stocks in the DATA field, from data collection, storage, cyber security, biotech, pr
21/07/2022
Microsoft (MSFT): business's include Microsoft 360, Azure Cloud, Xbox, and Window operating system. These are all online business which link back to Microsoft where they can collect valuable data.
1. Although Apple is very popular, but kids grow up using Microsoft software at school, and then as adult in offices. Since Microsoft Office has been around 1988, they have data on how people work.
2. Xbox is one of the most popular game platform which gives Microsoft another touch point.
3. Azur is the second largest cloud services.
4. Work from home have increased and in order to be more secure, there will be an increase in demand of Office365.
5. Window has a 74% market share.
1. There are increasingly more competition.
2. They are not a player in the mobile business.
21/07/2022
CrowdStrike (CRWD): is the leading cyber security company. Their technology not only protect the customer network but also attack the computer trying to hack into the network. Although the company saw a revenue growth so has loss.
1. Russia invasion of Ukraine, and with the US supporting Ukraine with weapons, the Russian will likely attack the US with cyber warfare. Cyber security is needed more than ever.
1. The company is generating a loss even though revenue increased.
21/07/2022
Zscaler (ZS): is a leader in the cyber security business. Their solution help to protect the company's networks and assets, even when employees are accessing them remotely.
With the war in Ukraine and China not on a friendly term with the US. The new type of war will be wage online. There will be more need for companies to protect themselves.
1. Increase cyber treat from Russia and China, there will be increase needs for cyber security.
2. Due to covid, an increase work from home, there will be more need for cyber security for remote access.
3. Authorized networking partner for Microsoft Office 365
1. Even though revenue increase, so the lost have also increase.
20/07/2022
Tesla (TSLA) is the leading EV car manufacturer in the world with about 2 million cars sold, energy storage, and solar roofing. This is also made possible because of the advancement they made in battery technology. Data is the new gold, and since every Tesla car is always sending and receiving data from Tesla, they have the most data on how EV cars performs. If the future is digital then it will have to be powered by electricity, and who's better than Tesla with their leading battery technology to lead the world into the future.
1. Leading Battery technology.
2. Elon Musk have founded and manage many successful company (PayPal, Tesla, SpaceX, and Tesla)
3. Carbon Credit sales account for over $500 million each year.
4. It is hard to build a good looking, fuel efficient, and durable EV car, and Tesla has a decade head start.
1. Elon Musk, he is Tesla, so his actions could be good and bad for Tesla, example Twitter purchase.
2. The price of Tesla stocks have gone up about 5x since the pandemic.
3 Increase in competition in the EV market will put pressure on Tesla price.
4. The cheapest tesla car costs over $40,000, with inflation and recession the demand should go down.
5. Hydrogen will replace EV as the technology of choice for green cars.,
20/07/2022
Apple (APPL) touch point comes from IOS (25% market share), MAC (15% market share), Apple Watch, iTune, and Apple Pay. Apple was one of the first successful e-commerce through iTune since 2003, which mean that they have online data almost 20 years, or in business since 1976. Although they have 25.5% of the mobile phone market, most of iPhone users on average have higher purchasing power due to the cost of the phones. The Apple ecosystem has many data collection touch point that moving forward makes it one of the company that will dominate the next decade.
1. They have been in the digital/computer business for over 45 years, they know how to make digital devices and has a loyal following/ market to sell any digital device in the future.
2. iPhone is the device that is with us every where. So it has data of what we are looking at, where we are, and how we travel.
3. There are over 100 million Apple Watch in the market, which gives Apple heath data of over 100 million people.
4. As payment advances, with over 1 billion iPhone in the market, this is a potential of have 1 billion people with purchasing power using their iPhone to pay for things.
1. As we are heading into a recession and high inflation, people are not changing phones or buying a new computer as often. Which make less demand for apple product.
2. At $145-$155 it has only come down from the high of around $180. Without the stimulus checks, there is not reason that the stocks should be more valuable than pre-covid level which is around $70.
19/07/2022
Google (GOOGLU) is the largest media company in the world, in term of advertising revenue. If anyone has data what people are interested in, where they go, their behavior it would be Google.
They also own YouTube (largest video site), Gmail (the largest email), Google (largest search engine), Google Cloud Platform ( # 3 in the world), Android (70% global market share).
1. Amazon owns the two largest search engine in the world, Google Search and Youtube.
2. Youtube is the largest video platform, which gives Google the insight of what people are watching.
3. Android is the largest mobile platform, so you are getting to see how people move around, where they go, and what the are looking at.
1. China plan to kill off Android and use their own mobile platform, this will effect Google more than Apple, as you cannot put another operating system in Apple.
2. It is quite expensive stock compared to pre-covid.
3. We are going into a global recession, which will drive down demand for ads spend and phones.
19/07/2022
Alibaba (BABA) is the second largest e-commerce company in the world. Alibaba is in over 190 countries with 34 million buyers. Like Amazon, they do have consumption data, but the difference is they also have manufacturing data, as this where buyers look for manufacturers. Alibaba is also in the financial field AliPay.
1. Second largest e-commerce company in the world, with large online consumption data.
2. Data from manufacturing demand from over 190 countries.
3. Alibaba price is at the same level as 2017.
4. Alibaba is one of the biggest bank in China and other part of the world with more information than actual banks.
1. With new regulation the US, Chinese companies will have to open their financial information or get delisted from US Stock exchange.
2. Chinese policy on zero covid disrupt the supply chain and consumer sentiment, which will drive down price.
3. Chinese government crack down on the digital industry, and breaking up companies so they are not monopolies.
19/07/2022
Amazon (AMZN) is the biggest e-commerce company in the world, with a market cap of $1.2 trillion compared to number two Alibaba $282 billion. Amazon is the second retailer in the world ($217.79 billion) with Walmart at number one ($459.51 billion).
:
1. They are one of the most visited sites with people actually purchasing product on the site. So they know what people are buying and looking to buy.
2. Name and addresses of people, and their spending power.
3. They own AWS (Amazon Web Service) which is the largest cloud storage in the world. Not only they are the leader in consumer data, they also have to data on the storage of data and the traffic of data.
4. More than 200 million prime member, generating $32 billion annually. Compared that to Netflix which is a membership site, $29.7 billion.
1. The Stock is expensive compared to pre-covid, which the market was better without inflation, supply chain issues, and consumer sentiment.
2. $7.6 billion loss on Rivian Investment.
19/07/2022
Data is the gold of today, tomorrow, and the future. I believe that company with data and know how to use it will be at a big advantage. On this page I will explore the stocks / industries which are makes data collection, storage, usage, and protection possible. Please comment to help me better educate myself on this topic.
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