Tech Stocks: MATANA Is the New FAANG, Analyst Says

Yahoo Finance2022-09-06

It's time to rethink who's at the top of the Big Tech food-chain, Constellation Research Principal Analyst & Founder Ray Wang told Yahoo Finance Live.Wang argued that MATANA — Microsoft (MSFT), Apple ...

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Comments

blessed_1
2022-09-06
blessed_1
Thanks
HardHatt
2022-09-06
HardHatt
Useful info
YosephVision
2022-09-06
YosephVision
Agree
Remotecam
2022-09-06
Remotecam
All blue chips are down. Wish I had more $$ to buy this dip.
GggSlimeR
2022-09-06
GggSlimeR
Wow whats w the naming conventions Thanks & Do not like my comment
Yann Chan
2022-09-06
Yann Chan
Ok

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This was especially true of Meta — then Facebook — and Netflix. But now, Wang said, both should be re-assessed. Meta, in particular, needs a new plan.\"Facebook has got to do something besides ads,\" he told Yahoo Finance. \"Once again, they're taking a beating for it. So, is it going to be the glasses? Is it going to be the metaverse? We're not there yet and that's really kind of what the challenge is.\"Tesla founder Elon Musk attends Offshore Northern Seas 2022 in Stavanger, Norway August 29, 2022. (NTB/Carina Johansen via REUTERS)NTB / reutersFor Netflix, it's a question of growth, and what is and isn't on the table. And because the company's operating on a subscription model, Wang has questions about how much further they could go.\"The reason they're out is because, how many more subscribers? How many more subscriptions are you going to handle?\" he said. \"Product placement should be where they are, plus the ability to do IP licensing. Look at how Disney makes its money.\"Wang stressed that Microsoft, which is often viewed as one of tech's leading legacy names, should be included in the group of tech's most elite leaders (and sometimes has been with the bulky FAAMNG acronym).\"Microsoft has more than just business-to-business and consumer – they've been able to manage both,\" he said. \"They're positioned well for the metaverse. They're positioned well for the cloud and, of course, they've got their gaming business.\"Rounding out the new grouping would be Tesla — a well-known success story at this point — and Nvidia.\"Nvidia is a lot more than just the chips that we look at and more than the data center or gaming,\" Wang said. \"They're sitting at the edge between AI, the metaverse, the future of computing, and the way they do their partnerships, they're set up in a way that's going to be dominant for quite some time.\".","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9931221380,"gmtCreate":1662470180441,"gmtModify":1676537067073,"author":{"id":"4112410321254552","authorId":"4112410321254552","name":"blessed_1","avatar":"https://community-static.tradeup.com/news/71622697830d9517eb67a61917d8a95f","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":4,"crmLevelSwitch":1},"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931221380","repostId":2265105088,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9931231919,"gmtCreate":1662463911531,"gmtModify":1676537065639,"author":{"id":"4092922656715030","authorId":"4092922656715030","name":"HardHatt","avatar":"https://community-static.tradeup.com/news/23ad1328f818f7b0f3480f20178deb52","vip":1,"crmLevel":4,"crmLevelSwitch":1},"htmlText":"Useful info","listText":"Useful info","text":"Useful info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931231919","repostId":2265105088,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9931296262,"gmtCreate":1662462929356,"gmtModify":1676537065382,"author":{"id":"3580867776029771","authorId":"3580867776029771","name":"YosephVision","avatar":"https://static.tigerbbs.com/8033d315729f5dbbb28d9cdc11908fc3","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931296262","repostId":2265105088,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9931641741,"gmtCreate":1662456766284,"gmtModify":1676537064156,"author":{"id":"4093854476996450","authorId":"4093854476996450","name":"Remotecam","avatar":"https://community-static.tradeup.com/news/f856a0a30bd0fa23a086fc678014e48b","vip":1,"crmLevel":6,"crmLevelSwitch":1},"htmlText":"All blue chips are down. Wish I had more $$ to buy this dip.&nbsp;","listText":"All blue chips are down. Wish I had more $$ to buy this dip.&nbsp;","text":"All blue chips are down. Wish I had more $$ to buy this dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931641741","repostId":2265105088,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9931655982,"gmtCreate":1662455517147,"gmtModify":1676537063876,"author":{"id":"4093058604760480","authorId":"4093058604760480","name":"GggSlimeR","avatar":"https://community-static.tradeup.com/news/4b805c8472adab6d9418f36452434a56","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":1},"htmlText":"Wow whats w the naming conventions&nbsp;Thanks &amp; Do not like my comment&nbsp;","listText":"Wow whats w the naming conventions&nbsp;Thanks &amp; Do not like my comment&nbsp;","text":"Wow whats w the naming conventions Thanks & Do not like my comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931655982","repostId":2265105088,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9931656239,"gmtCreate":1662455184621,"gmtModify":1676537063827,"author":{"id":"4098247155361590","authorId":"4098247155361590","name":"Yann Chan","avatar":"https://community-static.tradeup.com/news/3d212c8089345f254961e67aa29d2b41","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":3,"crmLevelSwitch":1},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931656239","repostId":2265105088,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":99,"commentSize":14,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2265105088"}