AMAZON
(AWS)
Whoo-hoo! I finally heard it from a talking head, and I agree: everyone thinks of Amazon as an e-retail company but in fact it's all about AWS. See this post. And the kicker: if somewhere down the road, the US government forces Amazon to break up, it will be very easy to find the fracture lines. Right now, I can think of three major Amazon divisions: retail, logistics, and cloud. Posted December 15, 2020.
APPLE
Mac Minis and AWS, posted December 19, 2020.
MICROSOFT
The darling of Wall Street in late 2021; then sold off in early 2022 with oil surging, and Russian invades Ukraine. Sold off on March 4, 2022, presenting a buying opportunity.
TESLA
FACEBOOK
CISCO
ZOOM
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