Home > Library > 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.
2019-10-03 17:39:00 Thursday ET
President Trump indicates that he would consider an interim Sino-American trade deal in lieu of a full trade agreement. The Trump administration defers high
2019-08-26 11:30:00 Monday ET
Partisanship matters more than the socioeconomic influence of the rich and elite interest groups. This new trend emerges from the recent empirical analysis
2020-05-14 12:35:00 Thursday ET
Disruptive innovators can better compete against luck by figuring out why customers hire products and services to accomplish jobs. Clayton Christensen, T
2018-09-09 13:42:00 Sunday ET
Warren Buffett shares his key insights into life, success, money, and interpersonal communication. Institutional money managers and retail investors ca
2022-05-05 09:34:00 Thursday ET
Corporate payout management This corporate payout literature review rests on the recent survey article by Farre-Mensa, Michaely, and Schmalz (2014). Out
2017-12-21 12:45:00 Thursday ET
Tony Robbins summarizes several personal finance and investment lessons for the typical layperson: We cannot beat the stock market very often, so it w
