GOOG, Mag 7, NFLX and COIN Show Strong Bullish Trends

Travis Hoium
06-01

1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$

If Google Cloud grows at a 25% CAGR thru 2030 and gets to a 25% operating margin it would generate $33 billion in operating profit!

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2.Mag 7

P/E multiple of the Mag 7. $Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$

Who do you think is cheap?

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3. $Netflix(NFLX)$

Netflix has "won" streaming, but is it worth 13x sales and 56x earnings?

Revenue growth will likely slow to low double digits and operating margins have a limit. Multiples are a big headwind from here, IMO.

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4. $Coinbase Global, Inc.(COIN)$

Stablecoins are big business!

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