![]() ![]() But they need to stick to their guns and just focus on their market place taking aim directly at Ebay. Lucky moron but moron nonetheless.ĭisclaimer: I am bullish on FB. ![]() You will lose most of the rest in the 1st month. You can give everyone a free VR helmet today and 95% of people will stop using it after the initial 30 minute honeymoon. Its the same reason why 3d glasses never took off. People keep overthinking why VR hasnt taken off yet and it really is that simple. VR is not worth the hassle of wearing the helmet. I could write more but ill stop here, Long META, LONG ZUCK! However at the end of the day, META has a CAGR > 20%, no debt, 50 billion approved buyback, major tailwinds at its back (digitization, E-commerce, Fintech (NOVI/WhatsApp), large presence in India (no TIKTOK competition here, 1+ billion people, VR/AR, Instagram still growing strong, partnership with AWS and Microsoft teams). META is valued cheaper than a railroad stock at these levels, and i get the “we hate facebook crowd”, and regulatory risks that end up amounting to nothing acting as a headwind for the stock. He is still very young founder CEO, and has a bone to pick with Apple. Zuckerberg does not miss, love him or hate him, he is a visionary of our time. I agree META is a long term play, and I’m in for the long term here. META will have significantly better worldwide penetration of product, and will provide a more diverse array of apps/ecosystem. The content will be mainly driven by users on the ecosystem. Sure, there hardware might be more technologically advanced at a higher price point, but the key will be the content. Apple is a premium product with a premium price, and if they sell their VR/AR too cheap it undercuts their brand and pricing power. They will subsidize their headsets all day long because they can use their hardware as a lost leader whereas Apple cannot. Well, they expanded into software over those years, and expanded their multiple to their current P/E of 30. Remember the Apple of 8 years ago with a P/E of 10 because it was only a hardware company. However, that does not mean the market will not start to price in who it deems to be the leaders, and Fb will likely get valued at a higher multiple along the way as 1) Vr is proven not to be a fad, and 2) Meta becomes the main competitor to Apple. Yes you are correct, VR/AR is atleast 5 years to hit mainstream, and 10 years for full worldwide acceptance. ![]() What are your thoughts and top picks for 2022? In 2022, venmo, owned by paypal, is coming to amazon which is exciting news! Im also DCAing into Paypal, as I believe that it just got hammered this year. IONQ has strong fundaments and shows no signs of slowing down anytime soon. SoFi and IONQ are also two stocks that I believe will be good bets for 2022, especially as the BC gets approved for SoFi. Both of these companies had an amazing year that I believe will continue their growth for the next few years at least. AMD too obviously from their recent partnership with Tesla and Meta. I am hoping that NVDA continues its growth next year as its online services and the metaverse gain traction. Any ticker symbols in particular that you have loaded up from these recent dips? Most information to help you learn and practice can be found in our wiki.Īs 2021 comes to an end through a bumpy last few weeks but an overall good EOY growth on the SPY and Nasdaq, I am wondering what your speculative, through research and DD of course, growth stocks are for the coming year. Related Subreddits (see the rules above for related subs as well) Read here for more info.Īlmost any post related to stocks and investment is welcome on /r/stocks, including pre IPO news, futures & forex related to stocks, and geopolitical or corporate events indicating risks outside this is offtopic and can be removed. Consider posting to r/SPACs, r/pennystocks, or r/weedstocks instead. No penny stock discussions, including OTC, microcaps, pump & dumps, low vol pumps and SPACs. Non-ETF-related Crypto goes on r/CryptoCurrencies info. No bitcoin or crypto discussions unrelated to stocks. Trolling, insults, or harassment, especially in posts requesting advice, will be removed. Posts regarding this topic will be automatically removed. The Robinhood app should be discussed in /r/Robinhood. Low effort mentions for meme stocks will be removed, see here. Instead, advertise here.Ĭontext & effort must be provided empty posts or empty posts with links will be automatically removed. Spam, ads, solicitations (including referral links), and self-promotion posts or comments will be removed and you might get banned. Rules (in depth rules wiki here)ĭisclose any related open positions when discussing a particular stock or financial instrument. Almost any post related to stocks is welcome please read the rules below:Ĭlick here to find how many days old your account needs to be and how much karma you need before you can comment or post to r/Stocks. ![]()
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