bullish
TMT Weekly: FAANG Rankings from Here
183 Views20 Jun 2021 21:07
Much like in March, when we advocated for buying large cap tech, we are once again calling to buy large cap tech. Order of preference from here? AMZN, FB, GOOGL, NFLX, MSFT/ADBE/NOW, AAPL
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
- Figuring Out the Intel/GLOBALFOUNDRIES Deal20 Jul 2021
- Why Would Intel Buy Global Foundries?17 Jul 2021
- TMT Weekly: 3 Things That Stood Out the Week of 6/25/202127 Jun 2021
- TMT Weekly: FAANG Rankings from Here20 Jun 2021
- Amazon 1Q21: The Fastest Growing Business in the World02 May 2021
- Netflix 1Q21: We Ran Out of Content21 Apr 2021
- TMT Weekly 4/9/2021: Be Long Online Advertising for Earnings12 Apr 2021
x