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森田小狼

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- 森田小狼森田小狼
  ·2023-10-16
  I'm just curious, who on earth is taking COVID shots now?
  EU Delays Approval of Novavax's Revised COVID Vaccine
  European Union regulators have delayed the decision to give approval for Novavax's variant-tailored COVID-19 vaccine, the Financial Times said on Sunday.The European Medicines Agency , which was due to approve the updated vaccine last Friday has requested more information from the company, the FT report added."As part of the ongoing review process, [the EMA] has additional questions, which we are answering expeditiously," Novavax told the Financial Times.
  EU Delays Approval of Novavax's Revised COVID Vaccine
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- 森田小狼森田小狼
  ·2023-10-14
  I consider myself liberal on many issues. But co-governance? No thank you. I'm not interested in living in a tribe.
  Sorry, this post has been deleted
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- 森田小狼森田小狼
  ·2022-08-09
  How far will Nvidia and AMD drop if no more GPU mining?
  Nvidia: Game-Changing Profit Warning
  SummaryNvidia announced preliminary results for Q2 2022.The company disappointed against both manage
  Nvidia: Game-Changing Profit Warning
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- 森田小狼森田小狼
  ·2021-08-17
  What could be the biggest bullish drive for China tech stocks? A new leadership.
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- 森田小狼森田小狼
  ·2021-08-07
  Anyone fancy Farady Future?
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- 森田小狼森田小狼
  ·2021-05-31
  So neither Tesla nor SpaceX is in the list. How dumb is that.
  Prediction: These Will Be the 10 Largest Stocks by 2035
  Change is inevitable. The biggest stocks in the world by market cap will undoubtedly look a bit different in 14 years.
  Prediction: These Will Be the 10 Largest Stocks by 2035
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additional questions, which we are answering expeditiously,&#34; Novavax told the Financial Times.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EU Delays Approval of Novavax's Revised COVID Vaccine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEU Delays Approval of Novavax's Revised COVID Vaccine\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-10-16 11:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>European Union regulators have delayed the decision to give approval for Novavax&#39;s variant-tailored COVID-19 vaccine, the Financial Times said on Sunday.</p><p>The European Medicines Agency (EMA), which was due to approve the updated vaccine last Friday has requested more information from the company, the FT report added.</p><p>&#34;As part of the ongoing review process, [the EMA] has additional questions, which we are answering expeditiously,&#34; Novavax told the Financial Times.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375189549","content_text":"European Union regulators have delayed the decision to give approval for Novavax's variant-tailored COVID-19 vaccine, the Financial Times said on Sunday.The European Medicines Agency (EMA), which was due to approve the updated vaccine last Friday has requested more information from the company, the FT report added.\"As part of the ongoing review process, [the EMA] has additional questions, which we are answering expeditiously,\" Novavax told the Financial Times.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230347708096792,"gmtCreate":1697279164780,"gmtModify":1697279169181,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"I consider myself liberal on many issues. But co-governance? No thank you. I'm not interested in living in a tribe.","listText":"I consider myself liberal on many issues. But co-governance? No thank you. I'm not interested in living in a tribe.","text":"I consider myself liberal on many issues. But co-governance? No thank you. I'm not interested in living in a tribe.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/230347708096792","repostId":"2375691972","repostType":2,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904684716,"gmtCreate":1660035655438,"gmtModify":1703477213098,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"How far will Nvidia and AMD drop if no more GPU mining?","listText":"How far will Nvidia and AMD drop if no more GPU mining?","text":"How far will Nvidia and AMD drop if no more GPU mining?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904684716","repostId":"1160329018","repostType":4,"repost":{"id":"1160329018","pubTimestamp":1660047082,"share":"https://ttm.financial/m/news/1160329018?lang=&edition=fundamental","pubTime":"2022-08-09 20:11","market":"us","language":"en","title":"Nvidia: Game-Changing Profit Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1160329018","media":"Seeking Alpha","summary":"SummaryNvidia announced preliminary results for Q2 2022.The company disappointed against both manage","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia announced preliminary results for Q2 2022.</li><li>The company disappointed against both management’s previous guidance and analyst consensus estimates.</li><li>I view the press release as a warning signal, that Nvidia is a cyclical company - like the entire semi industry.</li><li>In my opinion, Nvidia stock is overvalued - trading at almost x10 sales.</li><li>I advise to stay on the sidelines.</li></ul><p><b>Thesis</b></p><p>On August 8th, NVIDIA Corporation (NASDAQ:NVDA)announced preliminary results for Q2 2022 and the company disappointed against both management&#39;s previous guidance and analyst consensus estimates. In other words, Nvidia&#39;s press release was a profit warning. How should investors think about this? Should the information be ignored, appreciated as a buying opportunity or accepted as a warning signal? I tend towards the latter. In my opinion, Nvidia stock is overhyped and overvalued - trading at almost x10 sales. And as long as the company is stumbling, like the Q2 results indicate, I would not pay this enormous valuation premium.</p><p>Nvidia stock is down about 40% YTD, versus a loss of about 15% for the SPX.</p><p><img src=\"https://static.tigerbbs.com/8758b98543efdb11ca36a96617cc111c\" tg-width=\"640\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>The Profit Warning</b></p><p>Nvidia&#39;s preliminary results were quite bad. As compared to the company&#39;s previous outlook of $8.10 billion, Nvidia now announced revenues of $6.70 billion. Notably, this represents a 19% decline quarter-over-quarter. While Nvidia did not provide income numbers, the company announced GAAP gross margin of 43.7%, versus 65.1% guided. GAAP operating expenses remained roughly in line with guidance at $2.46 billion. Nvidia&#39;s miss was largely driven by a strong weakness in the company&#39;s gaming exposure, which accounts for about 30% of total revenues. For Q2 2022, Gaming revenue was $2.04 billion, which is a 44% quarter-over-quarter decrease.</p><p>However, also the other segments disappointed, including Data Center, which is more than 50% of revenues. Jensen Huang, founder and CEO of NVIDIA commented:</p><blockquote><i>Data Center revenue, though a record, was somewhat short of the company&#39;s expectations, as it was impacted by supply chain disruptions.</i></blockquote><p>Investors should also note that the company highlighted $1.32 billion of charges, which were associated to inventory adjustments and related reserves as the company needed to revise expectations of future demand.</p><blockquote><i>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took actions with our Gaming partners to adjust channel prices and inventory.</i></blockquote><p>Given these results, investors are craving for more insights: How is Q3 2022; what is the guidance for 2023; is Nvidia planning lay-offs like other tech companies? But unfortunately, management has not scheduled any analyst call before August 24.</p><p><b>Very Expensive Stock</b></p><p>Reflecting on Nvidia&#39;s Q2 results, I believe valuation will become more and more a concern to investors. Notably, Nvidia trades at a one-year forward P/E of x46, which is a 100% premium to the sector. The respective EV/EBITDA multiple is x34, versus x13 for the sector (170% premium). Please note that I am not cherry-picking here. Below is a comparative table of various multiples, which all indicate a considerable, approximately 100%, overvaluation.</p><p><img src=\"https://static.tigerbbs.com/ab6ae5e33bc204aba73e6f76ad315f5e\" tg-width=\"640\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>In the recent past, let&#39;s say during the bubble, many investors have argued that Nvidia&#39;s enormous valuation and industry premium is justified, given the company&#39;s exposure to secular growth trends such as gaming, AI, the metaverse.</p><p>Investors arguably made the mistake to forget that semiconductor companies remain highly cyclical. And now, as the market is pressured by inflation, rising interest rates, low consumer confidence and international trade tensions, to name just a few, Nvidia&#39;s business starts to feel the downturn. That said, if investors support my thesis that semi companies, including Nvidia, are cyclical, they likely also accept that more pain (recession) is yet to come.</p><p><b>Implications and Recommendation</b></p><p>Nvidia is no doubt a great company. And I love a strong management that is led by a visionary founder-CEO such as Jensen Huang, who sustains the view that:</p><blockquote><i>NVIDIA has excellent products and position driving large and growing markets. As we navigate these challenges, we remain focused on the once-in-a-generation opportunity to reinvent computing for the era of AI</i></blockquote><p>However, Nvidia&#39;s valuation is way too expensive to allow for a margin of safety. Moreover, the semiconductor business is vulnerable to a global economic slowdown, which I believe many investors still have not priced sufficiently, as some market participants sustain the view that companies such as Nvidia are driven by secular, not cyclical growth levers. But I disagree. Following the Q2 profit warning, Nvidia shares lost as much as 10%. This is a game-changing warning signal. And, accordingly, I advise to stay on the sidelines.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Game-Changing Profit Warning</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Game-Changing Profit Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 20:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4531583-nvidia-game-changing-profit-warning?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia announced preliminary results for Q2 2022.The company disappointed against both management’s previous guidance and analyst consensus estimates.I view the press release as a warning ...</p>\n\n<a href=\"https://seekingalpha.com/article/4531583-nvidia-game-changing-profit-warning?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4531583-nvidia-game-changing-profit-warning?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160329018","content_text":"SummaryNvidia announced preliminary results for Q2 2022.The company disappointed against both management’s previous guidance and analyst consensus estimates.I view the press release as a warning signal, that Nvidia is a cyclical company - like the entire semi industry.In my opinion, Nvidia stock is overvalued - trading at almost x10 sales.I advise to stay on the sidelines.ThesisOn August 8th, NVIDIA Corporation (NASDAQ:NVDA)announced preliminary results for Q2 2022 and the company disappointed against both management's previous guidance and analyst consensus estimates. In other words, Nvidia's press release was a profit warning. How should investors think about this? Should the information be ignored, appreciated as a buying opportunity or accepted as a warning signal? I tend towards the latter. In my opinion, Nvidia stock is overhyped and overvalued - trading at almost x10 sales. And as long as the company is stumbling, like the Q2 results indicate, I would not pay this enormous valuation premium.Nvidia stock is down about 40% YTD, versus a loss of about 15% for the SPX.Seeking AlphaThe Profit WarningNvidia's preliminary results were quite bad. As compared to the company's previous outlook of $8.10 billion, Nvidia now announced revenues of $6.70 billion. Notably, this represents a 19% decline quarter-over-quarter. While Nvidia did not provide income numbers, the company announced GAAP gross margin of 43.7%, versus 65.1% guided. GAAP operating expenses remained roughly in line with guidance at $2.46 billion. Nvidia's miss was largely driven by a strong weakness in the company's gaming exposure, which accounts for about 30% of total revenues. For Q2 2022, Gaming revenue was $2.04 billion, which is a 44% quarter-over-quarter decrease.However, also the other segments disappointed, including Data Center, which is more than 50% of revenues. Jensen Huang, founder and CEO of NVIDIA commented:Data Center revenue, though a record, was somewhat short of the company's expectations, as it was impacted by supply chain disruptions.Investors should also note that the company highlighted $1.32 billion of charges, which were associated to inventory adjustments and related reserves as the company needed to revise expectations of future demand.Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took actions with our Gaming partners to adjust channel prices and inventory.Given these results, investors are craving for more insights: How is Q3 2022; what is the guidance for 2023; is Nvidia planning lay-offs like other tech companies? But unfortunately, management has not scheduled any analyst call before August 24.Very Expensive StockReflecting on Nvidia's Q2 results, I believe valuation will become more and more a concern to investors. Notably, Nvidia trades at a one-year forward P/E of x46, which is a 100% premium to the sector. The respective EV/EBITDA multiple is x34, versus x13 for the sector (170% premium). Please note that I am not cherry-picking here. Below is a comparative table of various multiples, which all indicate a considerable, approximately 100%, overvaluation.Seeking AlphaIn the recent past, let's say during the bubble, many investors have argued that Nvidia's enormous valuation and industry premium is justified, given the company's exposure to secular growth trends such as gaming, AI, the metaverse.Investors arguably made the mistake to forget that semiconductor companies remain highly cyclical. And now, as the market is pressured by inflation, rising interest rates, low consumer confidence and international trade tensions, to name just a few, Nvidia's business starts to feel the downturn. That said, if investors support my thesis that semi companies, including Nvidia, are cyclical, they likely also accept that more pain (recession) is yet to come.Implications and RecommendationNvidia is no doubt a great company. And I love a strong management that is led by a visionary founder-CEO such as Jensen Huang, who sustains the view that:NVIDIA has excellent products and position driving large and growing markets. As we navigate these challenges, we remain focused on the once-in-a-generation opportunity to reinvent computing for the era of AIHowever, Nvidia's valuation is way too expensive to allow for a margin of safety. Moreover, the semiconductor business is vulnerable to a global economic slowdown, which I believe many investors still have not priced sufficiently, as some market participants sustain the view that companies such as Nvidia are driven by secular, not cyclical growth levers. But I disagree. Following the Q2 profit warning, Nvidia shares lost as much as 10%. This is a game-changing warning signal. And, accordingly, I advise to stay on the sidelines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839709350,"gmtCreate":1629178498370,"gmtModify":1676529955297,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"What could be the biggest bullish drive for China tech stocks? A new leadership.","listText":"What could be the biggest bullish drive for China tech stocks? A new leadership.","text":"What could be the biggest bullish drive for China tech stocks? A new leadership.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839709350","repostId":"2159222279","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891028173,"gmtCreate":1628309109392,"gmtModify":1703504919166,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"Anyone fancy Farady Future?","listText":"Anyone fancy Farady Future?","text":"Anyone fancy Farady Future?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891028173","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110887206,"gmtCreate":1622439034405,"gmtModify":1704184450238,"author":{"id":"3574268746625921","authorId":"3574268746625921","name":"森田小狼","avatar":"https://community-static.tradeup.com/news/3239c85bee9fe7da7e4734663b3447ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574268746625921","authorIdStr":"3574268746625921"},"themes":[],"htmlText":"So neither Tesla nor SpaceX is in the list. How dumb is that.","listText":"So neither Tesla nor SpaceX is in the list. How dumb is that.","text":"So neither Tesla nor SpaceX is in the list. How dumb is that.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/110887206","repostId":"2139487733","repostType":4,"repost":{"id":"2139487733","pubTimestamp":1622432435,"share":"https://ttm.financial/m/news/2139487733?lang=&edition=fundamental","pubTime":"2021-05-31 11:40","market":"us","language":"en","title":"Prediction: These Will Be the 10 Largest Stocks by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2139487733","media":"Motley Fool","summary":"Change is inevitable. The biggest stocks in the world by market cap will undoubtedly look a bit different in 14 years.","content":"<p>If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and intangible factors has a tendency to shake-up the world's largest companies on a regular basis.</p><p>For example, in 2004, <b>General Electric</b>, <b>ExxonMobil</b>, <b>Pfizer</b>, <b>Citigroup</b>, <b>Walmart</b>, <b>BP</b>, <b>AIG</b>, <b>Intel</b>, and <b>Bank of America</b> were nine of the 10 largest publicly traded companies by market cap. None are still in the top 10 just 17 years later. In fact, AIG isn't even in the top 250 anymore.</p><p>What might the top 10 look like in 2035? Frankly, we don't know. But given a number of proliferating high-growth trends, it won't stop me from making a prediction. In 14 years, these are likely to be the world's 10 largest publicly traded companies, presented in no particular order.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fhourglass-coins-cash-bills-money-invest-rich-retirement-compound-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\">Image source: Getty Images.</p><h2>Amazon</h2><p>Unless e-commerce giant <b>Amazon.com</b> (NASDAQ:AMZN) decides to spin off its leading cloud infrastructure segment, Amazon Web Services (AWS), I consider it to have the best chance of being the largest company by market cap in 2035. Amazon currently controls more than 40% of all online sales in the U.S., and it's signed up 200 million people to Prime worldwide. The fees it collects from Prime memberships help to ensure it can undercut brick-and-mortar retailers on price.</p><p>As for AWS, it grew sales by 30% in 2020 (i.e., during the worst economic downturn in decades). AWS has a current run-rate of $54 billion in annual sales, meaning it alone could fetch a valuation north of $600 billion and still be valued cheaply within the cloud space. Because AWS generates considerably higher margins than retail, it's Amazon's key to a cash flow explosion in the years to come.<img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fcloud-computing-data-server-storage-email-blockchain-saas-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Microsoft</h2><p>Despite a myriad of change since 1999, tech stock <b>Microsoft</b> (NASDAQ:MSFT) is the only company to remain in the top 10 by market cap in 1999, 2004, 2009, 2014, 2019, and currently. Thus, it's a safe bet to suggest it'll hang onto a top-10 spot over the coming 14 years.</p><p>Although Microsoft is still generating plenty of cash flow from its legacy software and Windows operating system, the cloud is its future. Cloud infrastructure service Azure, along with enterprise and consumer cloud products across all of its core brands (Office, Dynamics, and Windows), can fuel sustainable double-digit or high single-digit growth for a long time to come.</p><p>Plus, Microsoft is loaded with cash, meaning it can use acquisitions as a means to boost its growth prospects and remain competitive.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Faapl-iphone-xr.PNG&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p>Image source: Apple.</p><h2>Apple</h2><p>Speaking of cash cows, I believe <b>Apple</b> (NASDAQ:AAPL) remains safely in the top 10, even if its growth rate were to taper a bit. Keep in mind that Apple generated nearly $100 billion in operating cash flow over the trailing 12 months, which means the company has an abundant cash pile to buy back its stock, pay dividends, reinvest in innovation, and make the occasional acquisition to bolster its product portfolio.</p><p>In the years to come, Tim Cook will continue to oversee Apple's transition to a services company. Subscription services boast higher margins than most products Apple sells, and will help reduce the revenue lumpiness associated with tech replacement cycles.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fstudents-surfing-the-internet-studying-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/FB\">Facebook</a></h2><p>The social media space has proved especially fickle over the past 15 years, so there's certainly the risk <b>Facebook</b> (NASDAQ:FB) won't be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the 10 largest companies by 2035. It could also be broken up by regulators, which would potentially remove it from consideration.</p><p>However, I chose to keep Facebook in the top 10 for two simple reasons. First, it had 44% of the world's population visit one of its owned assets in the first quarter. This makes it unlikely that any social media company will unseat it in the eyes of advertisers anytime soon.</p><p>Second, Facebook has only monetized two of its four prized assets (its namesake site and Instagram). When it decides to meaningfully monetize WhatsApp and Facebook Messenger, it'll enjoy a massive multiyear growth spurt.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Flaptop-internet-search-smartphone-work-from-home-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Alphabet</h2><p>As with Facebook, ad-driven operating models come with risks. Thankfully, <b>Alphabet</b> (NASDAQ:GOOGL)(NASDAQ:GOOG) has ancillary operations and history on its side.</p><p>In terms of ancillary businesses, streaming content provider YouTube has grown into a top-three social media destination, and cloud infrastructure service Google Cloud now has an annual run-rate of more than $16 billion. Eventually, Cloud is going to do for Alphabet what AWS has done (and will continue to do) for Amazon.</p><p>Meanwhile, Alphabet's core business -- its Google internet search engine -- should benefit from long periods of economic expansion and the company's insane global share of internet search, which has ranged from 91% to 93% for two years.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fairbnb1.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Airbnb.</p><h2>Airbnb</h2><p>Perhaps the first big surprise is that I expect stay-and-hosting company <b>Airbnb</b> (NASDAQ:ABNB) to work its way into the top 10. That's because Airbnb is disrupting both the hotel stay side of the industry as well as the travel side of the equation.</p><p>At the moment, Airbnb has 4 million hosts worldwide. This is just a fraction of what the platform is capable of handling given the more than 130 million residences in the U.S. and around 1 billion residences worldwide.</p><p>Airbnb has also been pushing its Experiences platform -- i.e., adventures led by local experts. Nothing can stop Airbnb from entrenching itself further in vacation experiences. We're witnessing the early innings of true leisure industry disruption.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fsquare-card-terminal.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p><p>Image source: Square.</p><h2>Square</h2><p>Fintech stock <b>Square</b> (NYSE:SQ) also has a very real opportunity to surpass <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>&nbsp;over the next 14 years and work its way into the top 10.</p><p>Although Square should see steady growth from its seller ecosystem, the company's primary driver will be peer-to-peer digital payments platform Cash App. In three years, Cash App's monthly active user count has more than quintupled to 36 million. It's been a more popular download than PayPal's Venmo, and Square has been generating $41 in gross profit per user, compared to less than $5 in acquisition costs per user.</p><p>Square also completed the charter process to operate its own bank in March. This gives the company a full gamut of financial services it can offer in the high-margin digital banking space.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fcredit-card-credit-score-debt-consumption-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>As of May 25, payment processing giant <b>Visa</b> (NYSE:V) was clinging the No. 10 spot with a $487 billion market cap, $3 billion ahead of <b>JPMorgan Chase</b>. I believe in 14 years it'll still be clinging to a top-10 spot and likely pushing above a $1 trillion valuation.</p><p>Visa is a cyclical business, which is a simple way of saying that it does really well when the U.S. and global economy are expanding and it struggles a bit when recession arise. However, this is a numbers game Visa is well-prepared to play. Periods of expansion last significantly longer than contractions. What's more, Visa isn't a lender, which means it's not required to set aside cash for delinquent loans when recession strike. Thus why it bounces back so quickly from economic contractions.</p><p>With a majority of the world's transactions still conducted in cash, Visa's growth runway extends decades into the future.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2F17191589198_aac39e29d5_k.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>A jubilant Warren Buffett, Berkshire Hathaway CEO. Image source: The Motley Fool.</p><h2>Berkshire Hathaway</h2><p>In 14 years, it's unlikely that Warren Buffett and Charlie Munger are going to be running <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) or dictating its investments. Thankfully, Buffett has laid out a winning game plan for his successors that should result in continued growth.</p><p>Similar to the Visa growth thesis (Visa is one of Berkshire's four-dozen holdings), most of Buffett's investment portfolio is tied up in cyclical businesses. The Oracle of Omaha has always thrived on playing the numbers game and betting on multiyear periods of economic expansion. He also loves a good dividend stock, which is why <b>Coca-Cola</b>&nbsp;and <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b>&nbsp;have been so valuable.</p><p>The wildcard here will be investment lieutenants Todd Combs and Ted Weschler. If they maintain Buffett's long-term approach and avoid trying to time the market, Berkshire Hathaway should be one of the 10 largest stocks come 2035.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F628448%2Fretail-shopping-store-online-sale-smartphone-website-ecommerce-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2>Sea Limited</h2><p>A final surprise that could find its way into the top 10 is Singapore-based <b>Sea Limited</b> (NYSE:SE). A veritable no-name a couple of years ago, Sea has three extremely fast-growing businesses that could all help it reach a trillion-dollar valuation by 2035.</p><p>While mobile gaming is its primary generator of positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the time being, it's e-commerce platform Shopee that'll be Sea's core sales and profit driver over the long run. \"But what about Amazon?\" you ask? Don't fret. Sea is primarily focused on emerging markets where the middle class is still taking shape. Sea and Amazon can thrive in their own separate niches.</p><p>Sea also has a nascent mobile wallet segment that could provide financial solutions to largely underbanked regions of Southeastern Asia. It has all the tools needed to be one of the world's largest companies.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: These Will Be the 10 Largest Stocks by 2035</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPrediction: These Will Be the 10 Largest Stocks by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","03086":"华夏纳指","SQ":"Block","BRK.B":"伯克希尔B","GOOGL":"谷歌A","AMZN":"亚马逊","MSFT":"微软","09086":"华夏纳指-U","V":"Visa","QNETCN":"纳斯达克中美互联网老虎指数","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/05/30/prediction-these-will-be-10-largest-stocks-by-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139487733","content_text":"If there's one constant on Wall Street, it's that nothing remains constant for long. The combination of technological innovation, competitive advantages, acquisitions, and other tangible and intangible factors has a tendency to shake-up the world's largest companies on a regular basis.For example, in 2004, General Electric, ExxonMobil, Pfizer, Citigroup, Walmart, BP, AIG, Intel, and Bank of America were nine of the 10 largest publicly traded companies by market cap. None are still in the top 10 just 17 years later. In fact, AIG isn't even in the top 250 anymore.What might the top 10 look like in 2035? Frankly, we don't know. But given a number of proliferating high-growth trends, it won't stop me from making a prediction. In 14 years, these are likely to be the world's 10 largest publicly traded companies, presented in no particular order.Image source: Getty Images.AmazonUnless e-commerce giant Amazon.com (NASDAQ:AMZN) decides to spin off its leading cloud infrastructure segment, Amazon Web Services (AWS), I consider it to have the best chance of being the largest company by market cap in 2035. Amazon currently controls more than 40% of all online sales in the U.S., and it's signed up 200 million people to Prime worldwide. The fees it collects from Prime memberships help to ensure it can undercut brick-and-mortar retailers on price.As for AWS, it grew sales by 30% in 2020 (i.e., during the worst economic downturn in decades). AWS has a current run-rate of $54 billion in annual sales, meaning it alone could fetch a valuation north of $600 billion and still be valued cheaply within the cloud space. Because AWS generates considerably higher margins than retail, it's Amazon's key to a cash flow explosion in the years to come.Image source: Getty Images.MicrosoftDespite a myriad of change since 1999, tech stock Microsoft (NASDAQ:MSFT) is the only company to remain in the top 10 by market cap in 1999, 2004, 2009, 2014, 2019, and currently. Thus, it's a safe bet to suggest it'll hang onto a top-10 spot over the coming 14 years.Although Microsoft is still generating plenty of cash flow from its legacy software and Windows operating system, the cloud is its future. Cloud infrastructure service Azure, along with enterprise and consumer cloud products across all of its core brands (Office, Dynamics, and Windows), can fuel sustainable double-digit or high single-digit growth for a long time to come.Plus, Microsoft is loaded with cash, meaning it can use acquisitions as a means to boost its growth prospects and remain competitive.Image source: Apple.AppleSpeaking of cash cows, I believe Apple (NASDAQ:AAPL) remains safely in the top 10, even if its growth rate were to taper a bit. Keep in mind that Apple generated nearly $100 billion in operating cash flow over the trailing 12 months, which means the company has an abundant cash pile to buy back its stock, pay dividends, reinvest in innovation, and make the occasional acquisition to bolster its product portfolio.In the years to come, Tim Cook will continue to oversee Apple's transition to a services company. Subscription services boast higher margins than most products Apple sells, and will help reduce the revenue lumpiness associated with tech replacement cycles.Image source: Getty Images.FacebookThe social media space has proved especially fickle over the past 15 years, so there's certainly the risk Facebook (NASDAQ:FB) won't be one of the 10 largest companies by 2035. It could also be broken up by regulators, which would potentially remove it from consideration.However, I chose to keep Facebook in the top 10 for two simple reasons. First, it had 44% of the world's population visit one of its owned assets in the first quarter. This makes it unlikely that any social media company will unseat it in the eyes of advertisers anytime soon.Second, Facebook has only monetized two of its four prized assets (its namesake site and Instagram). When it decides to meaningfully monetize WhatsApp and Facebook Messenger, it'll enjoy a massive multiyear growth spurt.Image source: Getty Images.AlphabetAs with Facebook, ad-driven operating models come with risks. Thankfully, Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) has ancillary operations and history on its side.In terms of ancillary businesses, streaming content provider YouTube has grown into a top-three social media destination, and cloud infrastructure service Google Cloud now has an annual run-rate of more than $16 billion. Eventually, Cloud is going to do for Alphabet what AWS has done (and will continue to do) for Amazon.Meanwhile, Alphabet's core business -- its Google internet search engine -- should benefit from long periods of economic expansion and the company's insane global share of internet search, which has ranged from 91% to 93% for two years.Image source: Airbnb.AirbnbPerhaps the first big surprise is that I expect stay-and-hosting company Airbnb (NASDAQ:ABNB) to work its way into the top 10. That's because Airbnb is disrupting both the hotel stay side of the industry as well as the travel side of the equation.At the moment, Airbnb has 4 million hosts worldwide. This is just a fraction of what the platform is capable of handling given the more than 130 million residences in the U.S. and around 1 billion residences worldwide.Airbnb has also been pushing its Experiences platform -- i.e., adventures led by local experts. Nothing can stop Airbnb from entrenching itself further in vacation experiences. We're witnessing the early innings of true leisure industry disruption.Image source: Square.SquareFintech stock Square (NYSE:SQ) also has a very real opportunity to surpass PayPal over the next 14 years and work its way into the top 10.Although Square should see steady growth from its seller ecosystem, the company's primary driver will be peer-to-peer digital payments platform Cash App. In three years, Cash App's monthly active user count has more than quintupled to 36 million. It's been a more popular download than PayPal's Venmo, and Square has been generating $41 in gross profit per user, compared to less than $5 in acquisition costs per user.Square also completed the charter process to operate its own bank in March. This gives the company a full gamut of financial services it can offer in the high-margin digital banking space.Image source: Getty Images.VisaAs of May 25, payment processing giant Visa (NYSE:V) was clinging the No. 10 spot with a $487 billion market cap, $3 billion ahead of JPMorgan Chase. I believe in 14 years it'll still be clinging to a top-10 spot and likely pushing above a $1 trillion valuation.Visa is a cyclical business, which is a simple way of saying that it does really well when the U.S. and global economy are expanding and it struggles a bit when recession arise. However, this is a numbers game Visa is well-prepared to play. Periods of expansion last significantly longer than contractions. What's more, Visa isn't a lender, which means it's not required to set aside cash for delinquent loans when recession strike. Thus why it bounces back so quickly from economic contractions.With a majority of the world's transactions still conducted in cash, Visa's growth runway extends decades into the future.A jubilant Warren Buffett, Berkshire Hathaway CEO. Image source: The Motley Fool.Berkshire HathawayIn 14 years, it's unlikely that Warren Buffett and Charlie Munger are going to be running Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) or dictating its investments. Thankfully, Buffett has laid out a winning game plan for his successors that should result in continued growth.Similar to the Visa growth thesis (Visa is one of Berkshire's four-dozen holdings), most of Buffett's investment portfolio is tied up in cyclical businesses. The Oracle of Omaha has always thrived on playing the numbers game and betting on multiyear periods of economic expansion. He also loves a good dividend stock, which is why Coca-Cola and American Express have been so valuable.The wildcard here will be investment lieutenants Todd Combs and Ted Weschler. If they maintain Buffett's long-term approach and avoid trying to time the market, Berkshire Hathaway should be one of the 10 largest stocks come 2035.Image source: Getty Images.Sea LimitedA final surprise that could find its way into the top 10 is Singapore-based Sea Limited (NYSE:SE). A veritable no-name a couple of years ago, Sea has three extremely fast-growing businesses that could all help it reach a trillion-dollar valuation by 2035.While mobile gaming is its primary generator of positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the time being, it's e-commerce platform Shopee that'll be Sea's core sales and profit driver over the long run. \"But what about Amazon?\" you ask? Don't fret. Sea is primarily focused on emerging markets where the middle class is still taking shape. Sea and Amazon can thrive in their own separate niches.Sea also has a nascent mobile wallet segment that could provide financial solutions to largely underbanked regions of Southeastern Asia. It has all the tools needed to be one of the world's largest companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}