Hot stock reviews - COIN, SOFI, PARA & GOOG

Travis Hoium
03-11

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

If operating cash flow returns to 2021 levels, how high can this stock go?

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2.SOFI $SoFi Technologies Inc.(SOFI)$

4 years ago, SoFi's tech and financial services businesses were almost non-existent.

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3. $Paramount Global(PARA)$

Paramount owed the NFL ~$21 billion over the next 10 years, about the same as its entire enterprise value ($21.7 billion).

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4. $Alphabet(GOOG)$ $Alphabet(GOOGL)$

Honest question:

If AGI and reinforcement learning allows the development of AI systems that get smarter over time, what's the moat around any AI product?

Can't anything be learned as long as you have data to continuously learn from?

Google wins because they’ve spent 20 years taking milliseconds out of search latency?

And Groq ultimately beats $NVIDIA Corp(NVDA)$ ?

https://twitter.com/TravisHoium/status/1766557047871410576

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Comment（3）

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  • YueShan
    ·03-12
    🩷Good
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  • Alex Tan
    ·03-11
    thanks
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  • Brando741319
    ·03-11
    Good
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