Comments by "" (@mrpmj00) on "Stephanie Link on FAANG stocks and markets" video.

  1. Better to buy Microsoft and get free Tiktok and LinkedIn as icings on the Microsoft cake. 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. I bought Facebook, Microsoft, Apple, Google, Adobe, Wells Fargo, Twitter.
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  2. Back to school shopping is happening for Apple Macbooks, iPads, subscriptions. I replaced a 5 year old 13in Macbook Pro for a new 13in Macbook Pro with 16GB ram/1TB SSD for $1999 and $250 Applecare. Apple watch, 5G iphone coming in Oct 2020. I bought Facebook, Microsoft, Apple, Google, Adobe, Wells Fargo, Twitter.
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