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Ask HN: What tech companies do you invest in?

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21–30 of 56 posts

Re: Ask HN: What tech companies do you invest in?

#21

Tesla, of course! But it might be too late now...

I think there is still time. They haven't released the Model 3 yet.

Everyone knows the Model 3 is coming, so the price of the stock already incorporates whatever the expectations for the Model 3's sales currently are. If Model 3 sales fall short of those expectations, the stock price will drop.

Re: Ask HN: What tech companies do you invest in?

#22
post #12

Earlier quoted context omitted.

How many shares did you buy, if you don't mind me asking?

How is that relevant ?

Agree, I'm ok listing companies I own (see above), but how many shares and how much value is nobody's business.

Re: Ask HN: What tech companies do you invest in?

#23

Earlier quoted context omitted.

what do you mean by all the profits?

He is making a generalization. Apple makes about 80% of the market's profits with their phones. They sell a ton and bank on it. The other companies either don't sell a lot, or like Samsung, they sell a ton but barely make a profit.

Depends on the quarter. Last year there was a quarter where Apple ended up with over 100% profit share because, in aggregate, everyone else lost money.

http://fortune.com/2016/11/04/apple-smartphone-profits/

Re: Ask HN: What tech companies do you invest in?

#24

Tesla, of course! But it might be too late now...

ALB: Lithium would be better, it just had a stock drop. But the numbers are good. They did grow 15% or more this year. Recently dropped from 116 to 105 or so. The future would bring a Lithium shortage, so I'm waiting till then :p bought at 92 AMD: it had a year to profit from their release. The bet just recently paid off. Still HLD though. Bought at 11,xx For some stocks I have notifications when they drop 5%. Mostly…

Bought me some $AMD at $10.20 (got lucky). Let's see what happens.

Re: Ask HN: What tech companies do you invest in?

#25

Earlier quoted context omitted.

How is that relevant ?

Agree, I'm ok listing companies I own (see above), but how many shares and how much value is nobody's business.

well presumably it is important to know how much skin a person has in the game, because its possible that a person risking quite a chunk of change has a researched their position well and has more reasonable and actionable insight than someone holding 1 share from a Robinhood account :)

Re: Ask HN: What tech companies do you invest in?

#26

Tesla, of course! But it might be too late now...

I think there is still time. They haven't released the Model 3 yet.

The stock market is incredibly agile and nearly instantly prices in news and future expectations.

Re: Ask HN: What tech companies do you invest in?

#29

I am short on investment money, but if I was buying equities I would go long on ARM. I think they are Qualcomm of 2006 with IoT and massive parallelism driving big growth.

Armh was the stock. They were bought by SoftBank though it was a good ride....

Re: Ask HN: What tech companies do you invest in?

#30

My boring answer: none directly, though an index fund I invest in has a small share of Apple, Microsoft, Google, Amazon and Facebook. I already work in tech, both at my main and side jobs, so not being too invested in tech seems wise even if I don't see it blowing up again.

True - If you're working in tech, you're already invested in tech, even if you've never bought stock at all.

Heck - if you have spent any effort or time learning tech skills, you're already invested in tech. A penniless first-year comp sci student is heavily invested in tech.

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