10Mon·

I am currently considering investing in telecom companies and/or cloud providers:

Telekom:

$DTE (+0.11%) , $TMUS (-0.9%) , $VOD (-0.23%) , $VZ (+0.23%) or $T (-0.74%) ?

Cloud provider:

$GOOG (+1.82%) , $MSFT (-0.04%) or $AMZN (+1.53%) ?

What would you recommend?

13 Comments

Mark R.@InvestmentMark

10Mon

T-Mobile and Alphabet

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CD@Carpe-Diem

10Mon

$GOOGL und $AMZN

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Soprano@Soprano

10Mon

Telekom rather not, but if you do then consider whether you want to rely more on mobile communications or fiber optics. And cloud providers everything except Alphabet (Amazon is #1 and MSFT #2 in the market while Alphabet is sinking into insignificance)

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T..@AIex

10Mon

@WarrenG Cloud provider ... what is the source of this information? Which market, global, USA, Europe?

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Soprano@Soprano

10Mon

@AIex Google mal Cloud Market Share

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T..@AIex

10Mon

@WarrenG and which of the more than 100 possibilities is the source you are referring to? And why is Alphabet sinking into insignificance?

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Tenbagger2024@Tenbagger2024

10Mon

https://mobile.traderfox.com/blog/aktien-magazin/data-center-wachsen-dank-cloud-und-kunstlicher-intelligenz-stark-diese-aktien-sind-die-potenziellen-profiteure/p-114542/

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T..@AIex

10Mon

@Tenbagger2024 All nicely laid out, although some leading providers are partially missing, including Vantage and CyrusOne, which lack reliable data...there are others...overall some gaps in the analysis.

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Tenbagger2024@Tenbagger2024

10Mon

@AIex
It should only be a small indication. Of course, dear Helmut will have to do some more research himself.
The topic is too extensive for that.

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Kevin E.@KevinE

10Mon

And why are you thinking about investing in telecommunications?

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Helmut O.@helmut_ott

10Mon

@KevinC Telecommunications is and remains an essential element of public infrastructure, big players in this sector are systemically relevant and therefore a good investment in my view.

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Chris@Psychedelic_Sunflower

10Mon

@helmut_ott Yes, that's true, but the performance is often subterranean. Relatively high dividends don't help many companies any more.

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M S.@Makies

8Mon

$VOD - reliable dividend payer and I think that a bottom has been reached

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