Shopify Continues To Impress

Shopify (SHOP) announced a record-setting Black Friday with sales of nearly $2.9B from the start of Black Friday in New Zealand through the end of Black Friday in California. This was a 21% increase over Black Friday in 2020 when sales by Shopify merchants surged 75% over 2019 driven by COVID-19 lockdowns. Hard to match the pandemic growth but still a good bet for growth over the next decade. 

TSLA in Sweet Spot for Global EV Domination

Elon Musk’s TSLA is in the sweet spot for Global EV domination. EV sales account for only 2% of global and US auto sales but this is expected to skyrocket in the next years to 2030. 

As of today TSLA Market Cap equals that of all other auto makers combined. This may be meaningful given the product superiority TSLA has, strides in autonomous driving capability and research and the fact that TSLA is not just a car company but also an Energy, Battery, AI and Software & Services company. 

Comparing valuations:

Tesla                  $808 billion

GM

Ford

Toyota

Ferrari                $807 billion 

BMW                  (combined)

Honda

Daimler

Hyundai

Mazda

Subaru

Volkswagen

Top 10 S&P 500 stocks Today

Top 10 S&P 500 stocks Today: 

1 $AAPL      - Apple

2 $MSFT     - Microsoft 

3 $AMZN    - Amazon

4 $FB          - Facebook

5 $GOOGL - Alphabet A

6 $GOOG   - Alphabet C

7 $TSLA      - Tesla

8 $BRK.B   - Berkshire

9 $NVDA    - Nvidia

10 $JPM     - JPMorgan

eCommerce Companies with Fastest Projected Growth Next 3 Years.

eCommerce Companies with Fastest Projected Growth Next 3 Years. 

TSLA Revenue Growth Last 12 Years

TSLA Revenue Growth Last 12 Years

TSLA Revenue Growth over the Last 12 Years has been very impressive. TSLA was at 200M annual revenue run-rate in 2012. Analysts predict Tesla’s annual revenue in 2021 to increase on average by 55% for 2021 to $49.07 Billion. Average revenue forecast for 2022 is $65.71 Billion. The revenue forecasts suggest strong financial performance for Tesla as the EV market continues to grow in 2021/22. Looking forward 5-10 years if TSLA can main its innovation edge  Tesla could generate $500 Billion in revenue before the end of the decade.

Best and Worst Performing S&P 500 YTD 2021

Best and Worst Performing S&P 500 YTD 2021

Crypto Fees SQ CashApp vs Coinbase

Crypto Fees SQ CashApp vs Coinbase