Được nói ngày 08/02/2023, tại 14:40 trong video.
“so when I look at the risk reward here I look at Microsoft as a company that can only benefit in this situation all they can do is grow a market share it's unlikely they're going to lose market share they're 3.4 percent”Không thể xác định chắc chắn hướng của dự đoán này, nên không tính vào điểm số.
Giá đóng cửa của MSFT, đã điều chỉnh theo chia tách cổ phiếu. Vùng tô là khung 1 năm: bắt đầu từ phiên đóng cửa đầu tiên sau khi video được đăng và kết thúc ở phiên đóng cửa cuối cùng không muộn hơn một năm sau ngày video được đăng.
Không thể xác định chắc chắn hướng của dự đoán này, nên không tính vào điểm số.
market share Google has the dominant 92.2 percent almost all of the value of Google's business is reliant on them staying the dominant search engine over half of Google operating profits net income come from the search business they don't come from YouTube they don't come from a cloud they don't come from Android they come from search so the company's core economics are reliant on them keeping this dominant market share then we have Microsoft that's not priced as this being a big part so when I look at the risk reward here I look at Microsoft as a company that can only benefit in this situation all they can do is grow a market share it's unlikely they're going to lose market share they're 3.4 percent and if they do that's not a big deal it's not a huge part of Microsoft's business but they have far more ample opportunity to grow their market share that is a net incremental benefit to Microsoft another high margin aspect of their business that will grow over time with Google already having 92 percent market share it's far more likely that they're going to lose market share over time and if they have any market share stolen from them with Microsoft or any other competitors that is only
Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.
Joseph CarlsonMSFTsẽ tăng
“I believe on the long-term future this will likely mean a better future for them than had Sam stayed directly at open AI because now he is part of the Microsoft team with literally unlimited resources”
20/11/2023 · sau 1 năm
Coin BureauMSFTsẽ giảm
“it's safe to assume that Microsoft will trade lower today”
20/11/2023 · sau 1 năm
Joseph Carlsonmột nhận định không rõ hướng
“so for right now I'll consider it a hold and look for other opportunities”
08/11/2023
Joseph Carlsonmột nhận định đang được xem xét lại
“that means that the stock price in 2030 would be 662 dollars it would be a double from where it is today a double in seven years is about a ten percent return so that seems very reasonable”
27/06/2023
Joseph CarlsonMSFTsẽ vượt trội hơn
“so if I'm looking at this specific battle I think Microsoft has one now this isn't to say that I'm bearish on Google I think the company has a lot going for them and I do think that they'll put up a very strong defense of their Market share”
08/02/2023 · sau 1 năm
Joseph CarlsonMSFTsẽ tăng
“I think that Microsoft is undervalued and I think right now basically all of big Tech is undervalued”
05/01/2023
