I used to not pick tech stocks because of the diversification argument. However, I stopped that and now invest a good bit.
Why? People in tech are going to be better at predicting the future than the equity research analysts at investment banks. Have confidence in yourself and make some picks.
Ask HN: What tech companies do you invest in?
41–50 of 56 posts
Re: Ask HN: What tech companies do you invest in?
#42Biggest 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.
Re: Ask HN: What tech companies do you invest in?
#43Editas (EDIT), Crispr Therapeautics (CRSP), occasionally Intellia (NTLA). I liked Shopify (SHOP) when they were cheaper and owned them from their IPO, now it's very expensive. Most of the public traditional tech companies are extremely boring and not doing anything interesting. Whether Netflix, Facebook or Salesforce.com, it's 15-20 year old technology, that has been pushed & evolved to hyper scale (which is impressi…
NVDA was a GREAT bet on AI/deep learning, but it's gotten very expensive now.
It's still very early in the GPU ML and AR/VR story line. You say expensive now... You'll kick yourself for not going whole hog on these. Buy every dip of NVDA.
Re: Ask HN: What tech companies do you invest in?
#44Datacenter REITs have been a great moneymaker for me: EQIX, DLR, DFT (being acquired by DLR), and a few others like COR, INXN, and CONE.
Buy it, hold it, wait for it to double, sell half, then let the rest ride for free and reinvest the original stake. Great way to never worry about timing when to take gains in high flying stocks.
REITs also throw off a lot of income and dividends which makes them nice to hold long term.
Re: Ask HN: What tech companies do you invest in?
#45FAANG -> needs no explanation
NVDA -> same
RHT -> solid financials, great growth q over q and y over y
MSFT -> Nadella has made some massive improvements that reap great benefits
MU -> great value for money and great returns
Re: Ask HN: What tech companies do you invest in?
#46Editas (EDIT), Crispr Therapeautics (CRSP), occasionally Intellia (NTLA). I liked Shopify (SHOP) when they were cheaper and owned them from their IPO, now it's very expensive. Most of the public traditional tech companies are extremely boring and not doing anything interesting. Whether Netflix, Facebook or Salesforce.com, it's 15-20 year old technology, that has been pushed & evolved to hyper scale (which is impressi…
EDIT has the best looking chart of the CRISPR stocks. Which one will be the best real world treatment? No clue.
Re: Ask HN: What tech companies do you invest in?
#47Earlier quoted context omitted.
It might not be anyones business, but it also shows the faith or future you see in the company. Higher the amount of shares then the more you see their upside. The lower the number, the more they have downside. Not asking to see how many shares OP owns, but can see it's relevance.
The amount of shares and value is all relative and has no bearing on "the faith or future you see in the company". Somebody investing $1,000 in Apple who only has $1,000 to invest is the same as somebody investing 10M who has 10M to invest. I believe the real question you're looking for, is what percent of your portfolio is each of your companies.
> Somebody investing $1,000 in Apple who only has $1,000 to invest is the same as somebody investing 10M who has 10M to invest.
It's really not. You can't really meaningfully diversify with a portfolio of $1k, but you sure can with $10M.
It makes more sense for the $1k investor to pick one stock they feel good about it and hope to get 10-20% or more return on that, rather than for that $1k investor to try to find ten funds / stocks that balance his exposure.
For the $10M investor, it's financially irresponsible to allocate your entire portfolio to tech. _It very probably will pay off very well_, but there's a significant chance you'll lose several million.
Re: Ask HN: What tech companies do you invest in?
#48Earlier quoted context omitted.
The amount of shares and value is all relative and has no bearing on "the faith or future you see in the company". Somebody investing $1,000 in Apple who only has $1,000 to invest is the same as somebody investing 10M who has 10M to invest. I believe the real question you're looking for, is what percent of your portfolio is each of your companies.
> Somebody investing $1,000 in Apple who only has $1,000 to invest is the same as somebody investing 10M who has 10M to invest. It's really not. You can't really meaningfully diversify with a portfolio of $1k, but you sure can with $10M. It makes more sense for the $1k investor to pick one stock they feel good about it and hope to get 10-20% or more return on that, rather than for that $1k investor to try to find ten…
> It makes more sense for the $1k investor to pick one stock they feel good about it and hope to get 10-20% or more return on that
If you're going to invest $1k, does it even make sense to do it at all even for that 10-20%? I recently for the first time bought some stocks (about 5k), and I don't like that I'm refreshing my etrade account all the time. In the end it would have been better I feel to spend it on something else. If you're gonna invest, I say invest in the liberal 5-digits, if you don't have means to do that, don't invest in stocks. (that's the reason why I asked the original question... I'm curious if others who are earning "engineering salaries" are investing in stocks only by small amounts or going all in)
Re: Ask HN: What tech companies do you invest in?
#49Biggest 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 coo…
> IF you had invested in FAANG
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.
Re: Ask HN: What tech companies do you invest in?
#50Earlier quoted context omitted.
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.
I think there is time till October, not sure what will happen next.
I truly hope AMD is back to stay