BTS
2025-11-08

The $200 Club stocks have seen turbulence recently, and which one has the best shot at hitting $300 by year-end depends on growth potential, valuation, and market conditions。。。

Alphabet (GOOG) is a solid long-term investment with strong AI and cloud growth potential, but faces short-term risks from competition and regulation

Amazon (AMZN) stands out with its AWS dominance and AI focus, offering upside in AWS and advertising, though retail and logistics pressures add volatility

Apple (AAPL) is stable with strong services growth, making it the safest bet, but lacks the rapid upside potential driven by hardware reliance and has a lower likelihood of hitting $300 without new innovations

The recent correction in tech stocks likely reflects an overreaction to AI hype, though macroeconomic factors like rising rates also create uncertainty

Ultimately, each stock has its strengths depending on personal investment horizon and risk tolerance

Tag :@Huat99  @Snowwhite  

$200 Club on Sale: Which Stock Deserves a Buy Now?

@Tiger_comments：
$NASDAQ(.IXIC)$ plunged sharply, as employment data and renewed AI hype added fuel to a pullback triggered by the ongoing government shutdown. White House advisor David Sacks stated that he would not support OpenAI’s request for government funding, adding that “the U.S. has at least five major tech giants — if one collapses, it’s not a big deal.” He also noted that Stargate has already provided OpenAI and Oracle with massive orders and funding, implying that further support might be excessive. OpenAI CEO Sam Altman once said: “A lot of people are going to lose a lot of money. We don’t know who — but many others will make a lot too.” In the AI era, which company will emerge as the ultimate winner? Among “$200 Club”, which stock’s drop now looks like a buying opportunity? $Alphabet(GOOG)$ AI Strategy: Integration Across the Entire Value Chain Google recently announced it will roll out its seventh-generation TPU, codenamed Ironwood, in the coming weeks. Google remains the only AI giant that possesses a full-stack capability — Model (Gemini) + Compute (Google Cloud) + Chip (TPU). This vertical integration gives Google maximum flexibility and cost control, creating a formidable moat that’s difficult for competitors to breach. When ChatGPT first appeared, the market worried that Google’s core search business might be disrupted — and that AI search could cost up to 5x more than traditional search, severely eroding profits. But two years later, sentiment has shifted. Google’s AI-powered search (AI Overviews) has actually boosted user retention, and its gross margin impact has been minimal — only dipping from 90% to roughly 86%. $Apple(AAPL)$ — Betting on “Embodied Intelligence” as the Next Growth Engine Morgan Stanley believes that embodied intelligence could become Apple’s next major growth driver. If Apple captures just a neutral 9% market share by 2040, its humanoid robotics segment could generate $133 billion in annual revenue, and up to $300 billion in a bullish scenario — potentially adding as much as $65 per share to its stock price. Apple is rapidly advancing its robotics product development, supply chain, and team structure, positioning robots as the next big narrative after the iPhone. $Amazon.com(AMZN)$ — Building Its AI Muscle with “Rainier” Supercomputer Amazon signed a $38 billion cloud service deal with OpenAI, marking a major vote of confidence in its cloud business — especially after past setbacks like service outages and market share losses. Amazon has made significant progress in its AI push. Its “Rainier” supercomputer, powered by nearly 500,000 Trainium2 chips, has officially gone online. Analysts estimate this growing demand could add billions in incremental revenue by 2026. Following its strong earnings report, Amazon’s stock jumped over 12%. Discussion Among $200 club, who has the best shot at hitting $300 by year-end — Google, Amazon, or Apple? Has the market overreacted to recent tech stock corrections, or are these the first cracks of an AI valuation bubble? Who is the best buy now? Leave your comments to win tiger coins and vouchers!
$200 Club on Sale: Which Stock Deserves a Buy Now?

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Comment（10）

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  • Valerie Archibald
    ·2025-11-14
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    I am long Apple and Tesla and do not care if they go down because I know they will come back, they have very time. Just pointing this out because it looks like Apple is always the last one to go down. Like to hear your opinions.
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      2025-11-16
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  • Reg Ford
    ·2025-11-10
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    GOOG’s AI/cloud edge,betting it breaks $300 before year-end!
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      2025-11-14
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  • Venus Reade
    ·2025-11-14
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    Amazon is one of the greatest, and may be, the best run company in the world. However, I think we'll get even lower price....hopefully.

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      2025-11-16
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  • Astrid Stephen
    ·2025-11-10
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    AMZN’s my $300 pick!
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      2025-11-14
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  • BingGibbon
    ·2025-11-09
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    都是可靠的選擇，但我想知道科技炒作是否影響了你的判斷？
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      2025-11-14
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