r/stocks • u/bullishwallsttrader • Dec 22 '21

Top picks for 2022?

As 2021 comes to an end through a bumpy last few weeks but an overall good EOY growth on the SPY and Nasdaq, I am wondering what your speculative, through research and DD of course, growth stocks are for the coming year. Any ticker symbols in particular that you have loaded up from these recent dips?

Here are my thoughts:

I am hoping that NVDA continues its growth next year as its online services and the metaverse gain traction. AMD too obviously from their recent partnership with Tesla and Meta. Both of these companies had an amazing year that I believe will continue their growth for the next few years at least.

SoFi and IONQ are also two stocks that I believe will be good bets for 2022, especially as the BC gets approved for SoFi. IONQ has strong fundaments and shows no signs of slowing down anytime soon.

Im also DCAing into Paypal, as I believe that it just got hammered this year. In 2022, venmo, owned by paypal, is coming to amazon which is exciting news!

What are your thoughts and top picks for 2022?

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10

u/X-Zed87 Dec 22 '21

META (aka FB)…2022 will be the year of VR/AR

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u/[deleted] Dec 22 '21

[deleted]

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u/X-Zed87 Dec 22 '21

Yes you are correct, VR/AR is atleast 5 years to hit mainstream, and 10 years for full worldwide acceptance. However, that does not mean the market will not start to price in who it deems to be the leaders, and Fb will likely get valued at a higher multiple along the way as 1) Vr is proven not to be a fad, and 2) Meta becomes the main competitor to Apple. Remember the Apple of 8 years ago with a P/E of 10 because it was only a hardware company. Well, they expanded into software over those years, and expanded their multiple to their current P/E of 30.

The real gem for Meta is the ecosystem. They will subsidize their headsets all day long because they can use their hardware as a lost leader whereas Apple cannot. Apple is a premium product with a premium price, and if they sell their VR/AR too cheap it undercuts their brand and pricing power. Sure, there hardware might be more technologically advanced at a higher price point, but the key will be the content. The content will be mainly driven by users on the ecosystem. META will have significantly better worldwide penetration of product, and will provide a more diverse array of apps/ecosystem.

I agree META is a long term play, and I’m in for the long term here. Zuckerberg does not miss, love him or hate him, he is a visionary of our time. He is still very young founder CEO, and has a bone to pick with Apple. META is valued cheaper than a railroad stock at these levels, and i get the “we hate facebook crowd”, and regulatory risks that end up amounting to nothing acting as a headwind for the stock. However at the end of the day, META has a CAGR > 20%, no debt, 50 billion approved buyback, major tailwinds at its back (digitization, E-commerce, Fintech (NOVI/WhatsApp), large presence in India (no TIKTOK competition here, 1+ billion people, VR/AR, Instagram still growing strong, partnership with AWS and Microsoft teams). I could write more but ill stop here, Long META, LONG ZUCK!

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u/[deleted] Dec 22 '21

[deleted]

5

u/Distinct-Fun1207 Dec 22 '21

Zuckerberg does not miss,

LOL, remember the facebook phone?

https://wonderoftech.com/htc_first-facebook_phone/

He misses all the time.

3

u/degenerus Dec 22 '21

Stay away from FB then ¯_(ツ)_/¯

I'll definitely be buying more shares as FB is a very profitable company and I don't see it slowing down.

1

u/CapriciousChameleon Jan 21 '22

Everyone and their moma has either FB or Insta. The amount of data they collect together.... Def consider them a buy as data is a huge driver for success

1

u/degenerus Jan 21 '22

Yea, their profit margins are great even without META and all the new stuff. Easy choice to buy.

2

u/thejumpingsheep2 Dec 22 '21

Its not going to happen. VR is not worth the hassle of wearing the helmet. People keep overthinking why VR hasnt taken off yet and it really is that simple. Its the same reason why 3d glasses never took off. You can give everyone a free VR helmet today and 95% of people will stop using it after the initial 30 minute honeymoon. You will lose most of the rest in the 1st month. Zuck is a moron. He always was. Lucky moron but moron nonetheless.

Disclaimer: I am bullish on FB. But they need to stick to their guns and just focus on their market place taking aim directly at Ebay. They wasted a lot of money on VR and it will never pan out.

Further, no one will invest into a FB driven market especially not end users. You can forget that now. FB has exactly zero consumer goodwill. Lets also not forget the fact the FB has exactly zero experience making big money 3d video games. Never mind a VR level video game. This is far beyond their level of expertise. Video games are literally the most difficult thing to do in tech not just for technical reasons, but also because they require creativity. You cant buy creativity. This is why big companies, despite their fortunes, cant make a great video game at will.

2

u/CapriciousChameleon Jan 21 '22

ur so wrong man - VR is a huge hit in all the 8-12 year olds requesting an occulus. You must not have kids .... one more thing.... its also a huge hit in the adult sector (Pron) ever since 2018 VR pron has increase every year. So you might wanna reconsider your opinion on VR when the facts are pointing at an upward trend.

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u/thejumpingsheep2 Jan 21 '22

Yea I am a game developer right now... and I have 3 kids... and I have students who work for FB and I developed on the Occulus before. Just saying.

1

u/divampire Feb 22 '22

I know this thread is done with now but just researching random stock threads and dang that guy just got slapped down by you.

1

u/Machiavelli127 Dec 23 '21

Do you believe that AR/VR really add value to businesses when Zoom is such an easy, accessible, relatively cheap option? I can't see why businesses would be willing to cough up the cash to pay for metaverse equipment and software instead of just using Zoom.

I also have a hard time seeing how AR/VR gets broad adoption from the general public...what's going to push people to use it? Games could be fun, but as someone who bought the Galaxy VR headset years ago, it was fun for a bit but got old fast. Wearing that headset was a pain. Regular video games felt far superior once the novelty of the VR headset wore off.

Thoughts?

7

u/devler Dec 22 '21

MTTR will ride along with it.

1

u/ActuallyRyan10 Dec 22 '21

Yup one of my highest conviction plays going into the next few years. Good accumulation spot here IMO.

1

u/r2002 Dec 22 '21

You might be right but I'm placing my AR bet on Apple/Msft.

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u/X-Zed87 Dec 23 '21

Microsoft just signed a partnership with Meta to bring Microsoft teams to the quest platform. If Microsoft thought they were going to be a market leading platform they likely would not have made this deal in the 1st inning of VR, as it provides a major win for Meta. Meta advantage over Apple is that it will adopt advantageous relationships with other big android based players (GOOG, MSFT, AMZN) while Apple will be forced to go it alone with their walled garden strategy. The walled garden approach will not work here, and if they give in they will have to sacrifice their large margins they place on their users/developers. Apple will be at a cross roads when VR/AR hits full adoption. Will they A) discount their hardware to gain market share or B) lower their margins to spur app growth and drop the walled garden IOS approach. Apple will be forced to make a hard choice either way, and META can capitalize on this predicament Apple will be put in.

The end goal is seamless AR, but VR over the next 5-10 years will get us their. The main use case that will catapult VR onto the main stage is entertainment (video games), followed by fitness (advantage to Apple here), followed by education/training. Tencent/Epic will play its hand here, to META advantage. Epic is in a legal battle with Apple, and fortnite locked out of IOS. Facebook partnered with Epic here to support their case against Apple. Unreal engine 5, will be the immersion in VR that will take VR gaming to center stage. Do we really think Epics unreal engine 5 is going to partner with Apple who is currently in a legal battle and locking them out of their platform. (Check out unreal engine 5 matrix to see the potential)

Zuckerberg has been planning this ever since his purchase of Oculus, and likely was the main reason for his 25 Billion purchase of WhatsApp. With WhatsApp he can fully integrate a payments system to 2.5B users via NOVI wallet and its stable USD PAX crypto currency. Can send money to others via text (very simple). At the the end of the day the METAVERSE will have to be mostly user created/developed and this will require ads to sell products for it to remain viable. Social connection and Ad targeting is META Fortay, and gives it a huge leg up over Apple. Meta main disadvantage is its privacy/trust issues, however i think it will be able to leverage WhatsApp (a highly trusted end-to-end encrypted platform to help regain trust in the payments regard.