"Race To $2 Trillion" Has Now Entered The WS Vernacular

Either that or we will be living in a world with one software company, one consumer electronics company, one car company, one airline, and one retailer. Ok maybe 2 across the board there. Everything else disappears.
 
vanzandt said:
I disagree with that. Yes its easier now for the Dow to go up 1000 points than it was in say the year 2000, its all a percentage thing like you say.... the actual number is arbitrary... but these are real companies and we are talking real dollars. Has our GDP went up 50% in the last two years? Has the world's? There's only so much money out there. Last I looked, John and Suzie Q. Consumer haven't seen their paychecks jump 50% in the last 2 years, and where the rubber meets the road... a business is a business is a business.

The only thing going up with these companies is their multiples and that expansion is not justified when GDP's worldwide are anemic. Either these companies take that money from other companies, which AMZN has done quite well, or something is seriously amiss.

It is money printing, but you can mark my word, water always seeks its level. When the printing ends, there's no more growth... and PE's of 30+... they drop to the 10's.

If you bought microsoft today and took it private, it would take you 39 years to recoup your investment. Sure that doesn't include growth, but right now MSFT has PEG ratio near 3. That's ridiculous. Where's all that money going to come from? I can find a dozen examples like this.
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I don't disagree with any of this. There WILL be a day of reckoning - but until then, why not relax and enjoy the ride? Keep making $!

The Naz WILL trade above 100K. There will be 10T, 100T etc. market cap companies. Only question is when?
 
S2007S said:
Amazon up 25% in 1 month. Has added hundreds of billions in market cap in only a few weeks. Law of large numbers don't work forever. Just saying.
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Imagine if Bezos managed to put on some kind of collar at the top?!
 
vanzandt said:
It took 100+ years to get here:


23 months and one global pandemic later:

AAPL $1.65T
MSFT $1.61T
AMZN $1.54T

How's that work?
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You remember you first million? Took quite a long time. Your second? Only a few more years after.
 
vanzandt said:
Either that or we will be living in a world with one software company, one consumer electronics company, one car company, one airline, and one retailer. Ok maybe 2 across the board there. Everything else disappears.
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I had the same discussion today with a colleague. Expertise gave birth to a new type of monopoly.
 
jys78 said:
I don't disagree with any of this. There WILL be a day of reckoning - but until then, why not relax and enjoy the ride? Keep making $!

The Naz WILL trade above 100K. There will be 10T, 100T etc. market cap companies. Only question is when?
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10 trillion and 100 trillion market.cap companies??

I highly doubt in any Industry we have today.
 
S2007S said:
10 trillion and 100 trillion market.cap companies??

I highly doubt in any Industry we have today.
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Not today. In the future. Remember, it's not really that long since we had the first 100B company (GE in 95?). Here we are today at 1T rapidly heading to 2T. You think 10T can't happen? It's only a matter of time.

In fact, we'll probably see the first QUADrillion dollar company in less than a century. And no, it will most likely not be in any existing industry, you're right about that.
 
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