Trees Don’t Grow to the Sky, Tech Won’t Go Up Forever
Trump has sent the regulators after Tech, they are possibly earning monopoly profits. They could be split up. If Trump is President, then there may become a Republican and Democrat Facebook. If Democrats win, they just may force them to break up.
There is NO WAY (ZERO!) that Mail-In Ballots will be anything less than substantially fraudulent. Mail boxes will be robbed, ballots will be forged & even illegally printed out & fraudulently signed. The Governor of California is sending Ballots to millions of people, anyone…..
— Donald J. Trump (@realDonaldTrump) May 26, 2020
….Twitter is completely stifling FREE SPEECH, and I, as President, will not allow it to happen!
— Donald J. Trump (@realDonaldTrump) May 26, 2020
Republicans feel that Social Media Platforms totally silence conservatives voices. We will strongly regulate, or close them down, before we can ever allow this to happen. We saw what they attempted to do, and failed, in 2016. We can’t let a more sophisticated version of that….
— Donald J. Trump (@realDonaldTrump) May 27, 2020
Twitter has now shown that everything we have been saying about them (and their other compatriots) is correct. Big action to follow!
— Donald J. Trump (@realDonaldTrump) May 27, 2020
Time to dig more deeply into Tech
This study is a bottom-up analysis of the whole US market, i.e. 5,400 companies. Then we break out Info. Tech. sector, and the Big 6 Tech: Apple, Microsoft, Amazon, Alphabet, Facebook, Alibaba.
US Info. Tech. company profits are on fire, more than double the US average
Re-rating happening mainly in Info. Tech. sector
PE re-rating happening at Tech too
Big 6 Tech accounts for 6% of total US market revenue, industry 15%
Big 6 Tech account for 16% of total US market cap, industry 30%
Big 6 Tech account for 20% of total US market cap, industry 38%
Key points
- Tech companies are facing big challenges with Trump sending the regulators after them
- It could be argued that they are earning monopoly profits
- Trump may push them to split into Republican and Democrat Facebook, Democrats may just break them up
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