Google
- eCommerce ads will be boosted due to increased penetration
- Move to Cloud expedited as CFOs look to cut fixed software costs
- move to online ad dollars expedited as offline business stays lukewarm
- Currently one of the cheaper FAANGs after Apple and Amazon run up
Amazon
- Can grow further if quarantine christmas becomes a reality as it doesnt depend on foot traffic for holiday sales
Apple
- This the company that sells mercedes at the price of a toyota
Main themes that can still fuel growth across the board
- Likelihood of a quarantine holiday season
- Move to online ad dollars as businesses on the ground stay close
- Cheap money printed by the federal reserve will find a way to reach real assets and lead to asset price inflation. The longer the Fed has to fight the virus, the more it benefits FAANGs
- Near zero interest rate benefits FAANGs
- Internationally diversification is available through the FAANGs. These are the only international stocks that are growing at this point
- 4th industrial revolution
- Cloud stocks will earn tax on the future growth of the world as everything will go through cloud
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