Every Tech Shift Creates a Monopoly: AMZN, GOOGL, NVDA, META& PLTR
Hello everyone! Today i want to share some trading ideas with you!
1.
The biggest mistake investors make is assuming markets stay fragmented. They don’t. Every tech shift creates a monopoly.
• $Amazon.com(AMZN)$ AWS took over cloud.
• $Alphabet(GOOGL)$ became search.
• $NVIDIA(NVDA)$ became AI’s engine.
• $Meta Platforms, Inc.(META)$ became social.
• $Palantir Technologies Inc.(PLTR)$ became AI’s operating system.
2.
BOFA DOUBLE-UPGRADES $Cloudflare, Inc.(NET)$ TO BUY, RAISING THE PRICE TARGET TO $160 -- CITING AI-AS-A-SERVICE LEADERSHIP.
I’ve been saying this for over a year -- Cloudflare has already monopolized the architecture for AI deployment, making it the only option for the internet’s next evolution.
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