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Comments by "" (@mrpmj00) on "Jim Cramer: If we don't have a stimulus deal, we've got to have a sell-off" video.
years ago only wealthy people in a few countries bought stocks. now people from all over the world have money to invest. add all the pension plans and sovereign wealth funds and it would appear stocks will only rise over the long term. money can`t stay under the mattress and equities are the logical place to invest. I bought Facebook, Microsoft, Apple, Google, Adobe, Alteryx, Wells Fargo, Twitter.
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Microsoft will be the cloud winner because its moat is Azure (private cloud) which cannot be copied by other companies which have public cloud (Amazon, Google, etc.). Due to federal compliance laws, some companies (banks) must keep data in the U.S. in a private cloud. Microsoft is saving money by closing the stores at the malls. For young people, Microsoft already has the minecraft game, Xbox. Microsoft gets TikTok as a cloud customer; also means that Tiktok would incur less cloud expense so its profit also improves! Tiktok and LinkedIn are are freebie icings on the Microsoft cake.
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