1Année·

Estimate E-Commerce, Ai Software and and Services , Cloud Services

McKinsey estimates that the global e-commerce market will be worth at least USD 14 trillion and the cloud market at least USD 1.6 trillion.

attachment

$AMZN (-1,03 %) , $GOOGL (-0,49 %) , $MSFT (-0,56 %) , $NVDA (-1,23 %) , $AMD (-2 %)

16

6 Commentaires

0LIV3R@PIXELINVESTOR

1Année

So, let's expand Amazon and Shopify or add them to the portfolio for the first time... 🚀

•

1

•

image de profil

BamBamInvest@BamBamInvest

1Année

@PIXELINVESTOR I don't think you can do much wrong with $AMZN 👍

•

1

•

0LIV3R@PIXELINVESTOR

1Année

@BamBamInvest Shopify and Amazon currently have almost identical average growth analyses (in %)

•

1

•

image de profil

BamBamInvest@BamBamInvest

1Année

@PIXELINVESTOR yes, but $AMZN is much more broadly based and has more business areas. Of course you can have both, but if I had to choose, I would go for $AMZN.

•

1

•

image de profil

Mister_ultra@Mister_ultra

1Année

But unfortunately with very low margins. I find AI in second place more exciting with revenue growth of 17-25% and margins of 15-20%.

Or at the very bottom, slimming drugs: Growth 9-15% with margins of 25-35% 😱

•

1

•

image de profil

BamBamInvest@BamBamInvest

1Année

@Mister_ultra in e-commerce yes, but will also improve through improved logistics, robotics and AI.

••

Participez à la conversation

S'inscrire Connexion