Why do you think googl will lag behind the other 3? Is it because they can only jam pack so many ads into YouTube? Also the other 3 are getting into the ad space as well?
Aside from an internal innovation, I very much think that GOOGLs main products are so overly saturated with ads at this point. In terms of short term rev growth I don't think they have as appealing metrics as AAPL and MSFT do going forwards, not to mention AAPL's encroaching on the ad space. 2023 will be an environment where a lot of fund managers grasp at quarterly results to justify capital allocation, imo, and I think AAPL/MSFT are better positioned to do that than the rest. AMZN, on the other hand, is just flat out oversold
Why do you think googl will lag behind the other 3? Is it because they can only jam pack so many ads into YouTube? Also the other 3 are getting into the ad space as well?
Aside from an internal innovation, I very much think that GOOGLs main products are so overly saturated with ads at this point. In terms of short term rev growth I don't think they have as appealing metrics as AAPL and MSFT do going forwards, not to mention AAPL's encroaching on the ad space. 2023 will be an environment where a lot of fund managers grasp at quarterly results to justify capital allocation, imo, and I think AAPL/MSFT are better positioned to do that than the rest. AMZN, on the other hand, is just flat out oversold