Best Tech Stock: Apple, Facebook, Amazon, Snapchat, Google, Netflix, other?

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JvRV52

New

JvRV52
Jul 14, 2017 31 Comments

Which has the best stock to load up on for the long term in your opinion?

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TOP 31 Comments
  • Google / Eng
    Prime

    Go to company page Google Eng

    Prime
    Lol Snapchat...
    Jul 15, 2017 1
  • Nvidia and Amd. Their gpu tech is revolutionizing data centers. Expect long term growth.
    Jul 15, 2017 0
  • New
    JvRV52

    New

    JvRV52
    OP
    I would say Amazon just because of its TAM and revenue potential is off the charts. Competition is now really strong for AWS though.

    Snap looks compelling. It looks like a bargain at this price though compared to FB. Snap is an 18 billion market cap. FB is 460 billion. Breaking out the parts of FB we can say:
    Facebook 220 billion
    Messenger 60 billion
    Whatsapp 60 billion
    Oculus 10 billion
    That leaves 110 billion for Instagram. Snapchat is about half the DAUs and Instagram and has higher engagement. So if snapchat is half insta then it should be 55 billion instead of 18. Maybe it should be a little less since Instagram is backed by FB so let's say 40 billion. I think Instagram, messenger, and whatsapp are all too highly valued on this hypothetical but it shows how undervalued Snap is to Facebook.

    Also snap compared to twitter 18 billion vs 14 billion. This should be higher imo since Snap has more DAUs and is growing DAUs by over 30% year over year. Plus 15% of twitters user base are bots. And probably most importantly user engagement at twitter is 2 minutes a day vs. 30 minutes a day for snapchat.
    Jul 15, 2017 10
    • Workday
      xNZ1Lp

      Go to company page Workday

      xNZ1Lp
      You know what has a lot of DAUs but isn't worth anything? Air. Water. Toilets. Sinks. Sandwich places. Toilet paper. Sidewalks. Paper towels.

      That's right. Now I don't think you have any of those stocks, do you?
      Sep 3, 2017
    • New
      epro

      New

      epro
      Umm people make a lot of money off of all of those things with the exception of air because it's freely available to everyone
      Sep 13, 2017
  • NVDA
    Jul 15, 2017 0
  • None. Stick with index funds. Your retired self will thank you.
    Jul 15, 2017 0