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r/valueinvestingr/valueinvesting· u/Donechrome· 1d agoStock Analysis 0

Buy MAMA and enjoy 2027-2028 x2 growth

Investor summaryBullish

Bullish on MAMA (MSFT, AMZN, META, GOOGL), predicting 100% returns by 2027-2028 driven by AI scaling and capex offsets.

Bull points
  • AI scaling in breadth and depth will massively benefit the top 4 mega caps.
  • Capex will be gradually offset through bonds and equity exchange for compute.
  • Massive adoption of custom ASICs will significantly lower inference costs.
MSFTAMZNMETAGOOGLAI 资本开支
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Trajectory and magnitude of growth and gradual offset of Capex thru bonds and ”equity exchange for compute” along with massive custom ASICS adoption (ie lower inference costs). This is only 4 mega caps doing now. They are outsized beneficiaries of 2026-2028 AI scaling in breadth and depth.

total basket could return 100%. Names are MAMA:

  • Microsoft (impossible lied upside 100%)
  • Amazon (80%)
  • Meta (130%)
  • Alphabet (50%)
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