Library

Home > Library > AYA analytic report on the top tech titans (MAMGA) May 2022

AYA analytic report on the top tech titans (MAMGA) May 2022

Author Peter Prince

Our fintech finbuzz analytic report shines fresh light on the fundamental prospects of U.S. tech titans Meta, Apple, Microsoft, Google, and Amazon (aka M.A.M.G.A.). As of Spring-Summer 2022, this macro report focuses on the global supply chain issues and semiconductor microchip shortages in response to persistent demands of U.S. tech titans. The extant semiconductor microchip demand-supply imbalance remains severe for the U.S. tech and auto industries. It can take several years for the major semiconductor microchip manufacturers to build out new capacity during the current boom-bust business cycle. We expect adequate microchip supplies to meet tech and auto demands in 2023-2024 as the prevalent semiconductor capital investments bear fruit in due course. This macro trend has profound public policy implications for U.S. tech titans Meta, Apple, Microsoft, Google, and Amazon.

Description:

Our fintech finbuzz analytic report shines fresh light on the fundamental prospects of U.S. tech titans Meta, Apple, Microsoft, Google, and Amazon (aka M.A.M.G.A.). As of Spring-Summer 2022, this macro report focuses on the global supply chain issues and semiconductor microchip shortages in response to persistent demands of U.S. tech titans. The extant semiconductor microchip demand-supply imbalance remains severe for the U.S. tech and auto industries. It can take several years for the major semiconductor microchip manufacturers to build out new capacity during the current boom-bust business cycle. We expect adequate microchip supplies to meet tech and auto demands in 2023-2024 as the prevalent semiconductor capital investments bear fruit in due course. This macro trend has profound public policy implications for U.S. tech titans Meta, Apple, Microsoft, Google, and Amazon.

 

AYA fintech network platform provides proprietary alpha stock signals and personal finance tools for U.S. stock market investors and traders. Our quantitative analysis accords with the standard approach to discounting-cash-flows (DCF) and free-cash-flows (FCF) corporate valuation.

 

This analytic report cannot constitute any form of financial advice, analyst opinion, recommendation, or endorsement. We refrain from engaging in financial advisory services, and we seek to offer our analytic insights into the latest economic trends, stock market topics, investment memes, and other financial issues. Our proprietary alpha investment algorithmic system helps enrich our AYA fintech network platform as a new social community for stock market investors: https://ayafintech.network.

 

We share and circulate these informative posts and essays with hyperlinks through our blogs, podcasts, emails, social media channels, and patent specifications. Our goal is to help promote better financial literacy, inclusion, and freedom of the global general public. While we make a conscious effort to optimize our global reach, this optimization retains our current focus on the American stock market.

 

This analytic report shares new economic insights, investment memes, and stock portfolio strategies through both blog posts and patent specifications on our AYA fintech network platform. AYA fintech network platform is every investor's social toolkit for profitable investment management. We can help empower stock market investors through technology, education, and social integration.

 

Blog+More

Americans continue to keep their financial New Year resolutions.

Jonah Whanau

2019-01-15 13:35:00 Tuesday ET

Americans continue to keep their financial New Year resolutions.

Americans continue to keep their financial New Year resolutions. First, Americans should save more money. Everyone needs a budget to ensure that key paychec

+See More

Warren Buffett shares his key insights into life, success, money, and interpersonal communication.

Rose Prince

2018-09-09 13:42:00 Sunday ET

Warren Buffett shares his key insights into life, success, money, and interpersonal communication.

Warren Buffett shares his key insights into life, success, money, and interpersonal communication. Institutional money managers and retail investors ca

+See More

North Korean leader and president Kim Jong-Un seeks peaceful resolution and denuclearization on the Korean Peninsula.

Olivia London

2018-04-11 09:37:00 Wednesday ET

North Korean leader and president Kim Jong-Un seeks peaceful resolution and denuclearization on the Korean Peninsula.

North Korean leader and president Kim Jong-Un seeks peaceful resolution and denuclearization on the Korean Peninsula. When *peace* comes to shove, Asia

+See More

President Trump escalates the current Sino-American trade war by imposing 25% tariffs on $200 billion Chinese imports.

Rose Prince

2018-08-03 07:33:00 Friday ET

President Trump escalates the current Sino-American trade war by imposing 25% tariffs on $200 billion Chinese imports.

President Trump escalates the current Sino-American trade war by imposing 25% tariffs on $200 billion Chinese imports. These tariffs encompass chemical prod

+See More

Donald Trump defies the odds to become the new U.S. president.

John Fourier

2016-11-08 00:00:00 Tuesday ET

Donald Trump defies the odds to become the new U.S. president.

Donald Trump defies the odds to become the new U.S. president. He wants to make America great again. He seeks to repeal Obamacare. He has zero tole

+See More

The bank-credit-card model and fintech platforms have adapted well to the recent digitization of cashless finance.

Daphne Basel

2023-11-30 08:29:00 Thursday ET

The bank-credit-card model and fintech platforms have adapted well to the recent digitization of cashless finance.

In addition to the OECD bank-credit-card model and Chinese online payment platforms, the open-payments gateways of UPI in India and Pix in Brazil have adapt

+See More