11Mo·

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.

$AMZN (+0,55 %) , $GOOGL (+1,98 %) , $MSFT (+0,38 %) , $NVDA (+4,07 %) , $AMD (+7,17 %)

6 Commentaires

0LIV3R@PIXELINVESTOR

11Mo

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

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BamBamInvest@BamBamInvest

11Mo

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

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0LIV3R@PIXELINVESTOR

11Mo

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

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BamBamInvest@BamBamInvest

11Mo

@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.

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Mister_ultra@Mister_ultra

11Mo

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% 😱

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BamBamInvest@BamBamInvest

11Mo

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

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