Bear trap or Bull trap..
This is the question...
Tp doesn't really see many places for money to go. The fundamentals behind FAANG stocks are unshakable, and with the Smaller-fish businesses being wiped, they're the only big dawgs still rolling.
Facebook, if you're in a pandemic, and the pandemic doesn't end you're on facebook. you were on facebook before, WHY NOT NOW.
Apple, how many other USA smartphone companies can you name.
Amazon, unstoppable, hand in every profitable market. Pandemic darling.
Netflix, Unless everyone suddenly learn to Arrghh matey, they're prolly gonna netflix. No other option gives you the library they have. Arrrgh-Matey is not effortless to get into, and the <very poor> are also poorly technologically inclined. There's also hardware cost which is non-trivial, to make Arghhh matey more price-friendly than streaming requires a very seasoned-jack sparrow.
Google, Your phone, it's google, the entire surface digital world is curated by Google.
The pullback right now is a Tesla panic. but lets be real, they are So far ahead with so much more momentum than any vehicle company other than the Chinese government subsidized EV coms.
Their market position in batteries is key. Electric is clearly the future. At some point, all of these other car companies will have to pay Tesla for Some-Component, be it software or hardware, because they languished way too long on their poor dynastic management scheme.
The China EVs are a threat to Tesla, HOWEVER, not in the USA domestic market. Even the closest competitor to Lvl 3 autonomy XPEV (new ipo), use stolen software from Tesla, which Tesla can easily litigate to excise their autodrive from the US market.
AI and Autodrive is the second coming of jesus big, it's our biggest and perhaps last Renaissance.
FAANG is right at the Helm of all of these key technologies.
Not to even get into AMD/ Intel/ Nvidia
