I'm only a beginner so bare with me I would just like some help with understand the growth of these stocks before I commit to investing
Google – it's one of the most successful companies in the world each year their revenue increases significantly. However they are trading at high valuation which means the market is expecting high growth which might be true but is this likely? If they already have a monopoly in this sector (outside China) where will the additional growth come from? Ad revenue is the main one but as entrenched as they are it feels like therr are vulnerable points like changes in regulation or technology which makes advertising less valuable etc etc.From my limited understanding they are invested in other sectors too such as AI so what is the expected growth in this sector and what percentage would google take?
Apple – Smartphone giants, smartphones seem like they will always be a huge part of society. Also apple are looking into other sectors such as TV or electric cars. However if smart phone are only increasing 2% that would mean if Apple were to grow beyond 2% per year they would need to take market share from their competitors
AMD – Not sure if the valuation is high or not. I believe they are in a duopoly with nvidea and they have around 15% of the sector. I think their valuation may be high so again I'm guessing people on here expect the chip market to grow substantially while mainting their market share? How realistic is this and what differentiates them from nvidea?
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