Evara
12-14

This is an interesting question because individually this question can mean different things for different individuals

From a defensive standpoint you may think stocks such as consumer essentials like NYSE:COST, NYSE:MCD, NASDAQ:SBUX or NYSE:CL

From a technical perspective you may think cannot go a day without my technology, stocks like$Apple(AAPL)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $NFLX

If you are more familiar with the underlying technology you may think cloud computing, security, semi conductors, database you may think the front end technology will not work without these $AMZN, $PLTR, $CRWD,$NVIDIA(NVDA)$ , $ORCL

I guess we now live in such a complex world, it's like different micro services all working together to serve the end user or consumer but when you give this question a deeper thought makes you wonder.

Why are we thinking the basics 🧐 ? 

Ofcourse the essentials are always a safer bet in volatile climate and the current times have been a little uncertain, Trumps win has fuelled optimism in the market but the underlying concerns of inflation, high interest rates, wars and conflicts, valuation and growth, cost of upgrading infrastructure to fuel AI and innovation create a bit on unease in the mind of some investors. 

 

Which Companies Can’t You Live Without?
In daily life, major tech giants are everywhere. For example, I use $Apple(AAPL)$ products like iPhones, computers, and headphones, which are indispensable for my work. The same goes for $Microsoft(MSFT)$ system, as I rely on Word, Excel, Outlook, and other tools—essential for anyone working in an office. $Alphabet(GOOG)$ is even more unavoidable; the moment you open a browser at work, you’re likely visiting Google.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment