Communication services stocks are stealing the spotlight in the S&P 500 lately. Alphabet and Meta? Crushing it with those rallies. Here's the interesting part though - one investment strategist pointed out that streaming companies carrying less old-school baggage might actually have the cleaner runway ahead. Makes you think about which players are really built for what's coming next versus who's just riding momentum from yesterday's playbook.
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LiquidityLarry
· 16h ago
Meta and Alphabet have risen crazily, but how long can it really last?
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DecentralizedElder
· 16h ago
Meta and Alphabet are rising sharply, but streaming companies are the real dark horses? This logic is quite interesting.
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OldLeekNewSickle
· 16h ago
The mechanism of playing people for suckers is still the same, just a change of skin to炒概念. The ones who can really make money are always those who understand chip distribution.
But to be honest, light asset streaming media is indeed more flexible than a bloated giant like Alphabet... but do you believe the next playing people for suckers model is right here?
Meta's Rebound looks great, but the problem is, where's the enter a position point? I'm already out of bullets, haha.
Everyone says it's a new track, but in fact, it's just a capital pool model that changes the soup but not the medicine. For reference only, brothers.
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TrustlessMaximalist
· 16h ago
The ngl alphabet and meta are rising fiercely, but I still have faith in those emerging platforms without historical baggage; they are the real next opportunity.
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TokenTherapist
· 16h ago
Meta and Alphabet are indeed facing some fierce market conditions right now, but I have more confidence in those streaming companies that are lighter on their feet; having fewer burdens is an advantage.
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DecentralizeMe
· 16h ago
The rise of Alphabet Meta is really intense, but to be honest, the new streaming companies are indeed more flexible.
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GasFeeVictim
· 17h ago
gm, the rise of Alphabet and Meta is indeed remarkable, but let's not forget the dark horse in streaming... new forces are indeed more flexible than the old system.
Communication services stocks are stealing the spotlight in the S&P 500 lately. Alphabet and Meta? Crushing it with those rallies. Here's the interesting part though - one investment strategist pointed out that streaming companies carrying less old-school baggage might actually have the cleaner runway ahead. Makes you think about which players are really built for what's coming next versus who's just riding momentum from yesterday's playbook.