GOOG, SPOT, MSFT and COIN Show Strong Bullish Trends

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GOOG, SPOT, MSFT and COIN Show Strong Bullish Trends

Travis Hoium
01-11

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

Pull out Google Cloud and Waymo and you still have an amazing business with Alphabet's core.

2. $Spotify Technology S.A.(SPOT)$

When a tech company gets religion about cash flow the turnaround can happen fast.

3. $Microsoft(MSFT)$

At the current rate of capex growth, Microsoft will be FCF NEGATIVE in ~2026.

This is a company with falling ROIC trading for 12.5x sales. Makes you think...

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

A reminder that Coinbase is much more than an exchange business. And with the growth of USDC the stablecoin business is getting stronger.

USDC's market cap is up 78% in the past year and will drive further stablecoin revenue growth for Coinbase. $856 million in revenue in the last 12 months. Could that hit $1.5 billion in 2025?

When circle IPO?

Image

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YueShan
·01-11
Good ⭐⭐⭐
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AuntieAaA
·01-11
Good
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This is a company with falling ROIC trading for 12.5x sales. Makes you think...<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/623f49b9697902558b6046f53b9c1c8c\" tg-width=\"680\" tg-height=\"383\"> 4. <a data-mention-id=\"COIN\" class=\"teditor-mention\" data-mention-name=\"Coinbase Global, Inc.\" href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> A reminder that Coinbase is much more than an exchange business. And with the growth of USDC the stablecoin business is getting stronger.<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/b8f962d6b406165ae9caa7bc53473057\" tg-width=\"680\" tg-height=\"383\"> USDC's market cap is up 78% in the past year and will drive further stablecoin revenue growth for Coinbase. $856 million in revenue in the last 12 months. Could that hit $1.5 billion in 2025? When circle IPO?<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/93db00f3ecde6ee0885f069b4157b39a\" tg-width=\"680\" tg-height=\"316\">Image</body></html>","htmlText":"<html><head></head><body>1. <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Pull out Google Cloud and Waymo and you still have an amazing business with Alphabet's core.<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/6a96d81ebbbc485c7eec3441ec0ed27b\" tg-width=\"680\" tg-height=\"383\"> 2. <a data-mention-id=\"SPOT\" class=\"teditor-mention\" data-mention-name=\"Spotify Technology S.A.\" href=\"https://ttm.financial/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a> When a tech company gets religion about cash flow the turnaround can happen fast.<img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/f67dc0ee4e87d901c2f7a576e9bc9260\" tg-width=\"680\" tg-height=\"383\"> 3. <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> At the current rate of capex growth, Microsoft will be FCF NEGATIVE in ~2026. 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When circle IPO?<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/93db00f3ecde6ee0885f069b4157b39a\" tg-width=\"680\" tg-height=\"316\">Image</body></html>","text":"1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Pull out Google Cloud and Waymo and you still have an amazing business with Alphabet's core. 2. $Spotify Technology S.A.(SPOT)$ When a tech company gets religion about cash flow the turnaround can happen fast. 3. $Microsoft(MSFT)$ At the current rate of capex growth, Microsoft will be FCF NEGATIVE in ~2026. This is a company with falling ROIC trading for 12.5x sales. Makes you think... 4. $Coinbase Global, Inc.(COIN)$ A reminder that Coinbase is much more than an exchange business. And with the growth of USDC the stablecoin business is getting stronger. USDC's market cap is up 78% in the past year and will drive further stablecoin revenue growth for Coinbase. $856 million in revenue in the last 12 months. Could that hit $1.5 billion in 2025? When circle IPO? 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