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Google, Amazon , Microsoft - are they the only tech stocks worth holding?

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Old 16-05-2020, 07:27 PM   #1
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Google, Amazon , Microsoft - are they the only tech stocks worth holding?

Are there any rivals to the group of google, amazon and microsoft?

seems like there can never be a competitor to them
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Old 16-05-2020, 07:28 PM   #2
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Oracle n sas
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Old 16-05-2020, 09:52 PM   #3
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Salesforce for CRM, Twilio for Voip calling, Slack for office productivity, Zoom for video conferencing. Typical stacks for tech companies
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Old 16-05-2020, 09:57 PM   #4
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Nintendo stock also can buy, their stock rocket since march.
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Old 16-05-2020, 10:34 PM   #5
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Salesforce for CRM, Twilio for Voip calling, Slack for office productivity, Zoom for video conferencing. Typical stacks for tech companies
twilio might be overshadowed by amazon, or bandwidth

zoom by cisco

slack by microsoft


can add salesforce and oracle for diversification, (and alibaba for china)

ibm future seems uncertain

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Old 16-05-2020, 10:58 PM   #6
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twilio might be overshadowed by amazon, or bandwidth

zoom by cisco

slack by microsoft


can add salesforce and oracle for diversification, (and alibaba for china)

ibm future seems uncertain
slack, zoom are very bad calls cause they dun have a moat. see how microsoft teams easily ate slack lunch in just a snap....
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Old 16-05-2020, 11:27 PM   #7
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Are there any rivals to the group of google, amazon and microsoft?

seems like there can never be a competitor to them
great that you did not mention rotten fruit and FB

only those that really contribute to tech worth mentioning

the others are IBM, Oracle, Cisco and likes
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Old 17-05-2020, 11:05 AM   #8
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My portfolio
Alphabet
Nvdia
Veeva
Salesforce
Apple
Splunk
EA
Alibaba
for life

Last edited by vischang; 17-05-2020 at 11:07 AM..
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Old 17-05-2020, 12:52 PM   #9
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great that you did not mention rotten fruit and FB

only those that really contribute to tech worth mentioning

the others are IBM, Oracle, Cisco and likes
actually is not about whether they contribute or not (in our opinion) right. it's about whether you are getting the returns.
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Old 17-05-2020, 03:09 PM   #10
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these ETFs would sufficiently cover you

PNQI
SMH
XLK
QQQ
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Old 17-05-2020, 03:33 PM   #11
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great that you did not mention rotten fruit and FB

only those that really contribute to tech worth mentioning

the others are IBM, Oracle, Cisco and likes

FB has the biggest moat of all. More than 2B users of each of FB n WhatsApp. They have this number of users even though they have been excluded from China's 1.4B people. No company comes close to FB's business. Don't read the emotional comments on FB; just look coldly at its quarterly financials.
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Old 17-05-2020, 03:45 PM   #12
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these ETFs would sufficiently cover you

PNQI
SMH
XLK
QQQ

good info. XLK is a good hold
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Old 18-05-2020, 06:21 AM   #13
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anyone consider cybersecurity stocks like FTNT.

every organisation needs an antivirus solution?
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Old 18-05-2020, 08:55 AM   #14
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anyone consider cybersecurity stocks like FTNT.

every organisation needs an antivirus solution?
Can consider CIBR?
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Old 18-05-2020, 09:09 AM   #15
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why no one mention samsung???
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