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by pcprincipal
3278 days ago
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Biggest tech holdings: - TSLA - same reasons mentioned below
- NVDA - GPUs could eventually replace CPUs, machine learning / autonomous vehicles, data storage, great core business (gaming)
- AMD - similar reasons to NVDA, Epyc is making waves and taking market share from INTC
- AMZN - $1 of every $2 on the internet is spent here, AWS alone is probably a $100 BN+ business, they have their hands in every imaginable cookie jar
- GOOGL - diversified play on ML, internet of things and more, search business is cash cow Surprised at the index fund answers here. If you had invested in FAANG (Facebook, Apple, Amazon, Netflix, Google) stocks last 5 years, would have made a killing, and for people who regularly post on HN, all of these companies are regularly mentioned / cited as examples of superior engineering. |
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Sounds like a big if, and sounds like you missed that boat yourself. Not to mention over the last 5 years you'd have to avoid investing in Microsoft, Oracle, Adobe, VMWare, Intuit, etc.