GOOG, AAPL, AXON and SOUN Show Strong Bullish Trends

Travis Hoium
12-09

1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$

I spend a lot of time trying to learn about the companies disrupting Google.

Every discussion seems to come back to 2 things:

1. Google has the most/best consumer touch points.

2. Google has the best infrastructure.

I like it at 20x forward earnings. KISS

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2. $Apple(AAPL)$

This business trades for 40x earnings...

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3. $Axon Enterprise, Inc.(AXON)$

The valuation is making my head spin, but how do you sell this business?

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4. $SoundHound AI Inc(SOUN)$

SoundHound has a $5.5 billion valuation, is losing money like crazy, and has zero moat. This is the market in December 2024.

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Comment（4）

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  • Brando741319
    ·12-11
    Good
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  • LEESIMON
    ·12-10
    🩷Good
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  • VivianChua
    ·12-09
    Nice 💚💚💚
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  • KSR
    ·12-09
    👍
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