My intuition is that those are 3 of the select few companies that are not in a bubble. I would add Google and Amazon to that list too.
They make insane amounts of money and continue growing at a steady pace. Apart from Facebook, they have all shown the capability to expand into other verticals and successfully end up as major player on a consistent basis. This sets a high ceiling on growth despite being country sized already.
To me, most other big tech companies are inflated by the promise of ending up like these money printers and not because they have the money to show it. Uber, Doordash, Zillow, Airbnb, Netflix all have valuations that are completely disconnected with an 'average case outcome '. Don't even get me started on literal gambles like Lucid or Rivian which have 100b valuations. Stripe and Elon Musk Inc. might be the only recent ones to show successful ability to scale horizontally.
At the end of the day, the real way to make money is to provide real tangible value over the long term. Making money on the margins for someone else's labor is all well and good, but that runs into hard scaling limits fast. Even Google and Facebook know that the content creators are their value, and the customers are advertisers.
Nvidia, Unity, Cloudflare and similar companies with products with tangible value will survive most downturns. Non-ads based companies that extract value on the margin will struggle in this bear market.
> Nvidia, Unity, Cloudflare and similar companies with products with tangible value will survive most downturns. Non-ads based companies that extract value on the margin will struggle in this bear market.
Yes. Cloudflare was a very good buy signal 2 days ago. [0] Now it has gone up again. Most likely a short term upwards side, but I wanted to tell everyone about it, but I was downvoted to hell and beaten up for my correct Cloudflare signals. [0]
They should have listened, but instead they held all the way at the top. [1]
I hate downvoters and hiveminds and sheep as much as anyone, but your comments had no substance whatsoever
For all I know, you kicked off 100 sock puppet accounts saying stuff like "Is this a buy signal?" "This looks like a sell signal. Thoughts?" about various companies at random, then picked a winner afterward and use it as proof that you're an investment genius
Maybe it'd be a different story if you said "I just threw $100k (50% of my portfolio) into Cloudflare shares, since this shows that they're a whatever, poised to blah blah blah"
I love cloudflare. I see them becoming as big as AWS/Azure/GCP etc. They are moving fairly quickly but extremely deliberately and I agree with you that them being down recently has been a great time to buy.
They make insane amounts of money and continue growing at a steady pace. Apart from Facebook, they have all shown the capability to expand into other verticals and successfully end up as major player on a consistent basis. This sets a high ceiling on growth despite being country sized already.
To me, most other big tech companies are inflated by the promise of ending up like these money printers and not because they have the money to show it. Uber, Doordash, Zillow, Airbnb, Netflix all have valuations that are completely disconnected with an 'average case outcome '. Don't even get me started on literal gambles like Lucid or Rivian which have 100b valuations. Stripe and Elon Musk Inc. might be the only recent ones to show successful ability to scale horizontally.
At the end of the day, the real way to make money is to provide real tangible value over the long term. Making money on the margins for someone else's labor is all well and good, but that runs into hard scaling limits fast. Even Google and Facebook know that the content creators are their value, and the customers are advertisers.
Nvidia, Unity, Cloudflare and similar companies with products with tangible value will survive most downturns. Non-ads based companies that extract value on the margin will struggle in this bear market.