by Invertir desde Cero | 07/11/2024 09:16 AM | META
✅ Meta stands to gain significantly from corporate tax reductions, with analysts projecting a 4% increase in EPS by 2026.
🌐 While Meta generates substantial advertising revenue from China, it is not a critical portion of overall revenue.
👍 The potential ban or continuation of TikTok in the U.S. has a limited impact on Meta's overall financial outlook.
🚀 Donald Trump's shift towards favoring social media companies positively influences Meta's growth prospects.
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by Invertir desde Cero | 07/11/2024 09:16 AM | AMZN
⚠️ Amazon may face headwinds from potential trade wars with China due to its reliance on Chinese vendors and advertisers.
☁️ The core of Amazon's business lies in cloud computing (AWS), which contributes over 70% of its operating profit.
🚀 Trump's focus on bringing technology back to the U.S. could significantly benefit Amazon's cloud computing business.
✅ While tariffs may affect the online retail side, the overall impact is expected to be offset by growth in AWS.
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by Invertir desde Cero | 07/11/2024 09:16 AM | TSLA
🤝 Elon Musk's close relationship with Donald Trump is expected to greatly benefit Tesla, particularly in the autonomous vehicle sector.
⚠️ A potential trade war with China could negatively impact Tesla's electric vehicle sales in China, which currently account for 21% of total sales.
🛡️ However, Trump's policies may also include prohibitions and tariffs on Chinese vehicle imports, potentially benefiting Tesla's sales in the U.S.
⚖️ Tesla may need to strategically balance its market presence between the U.S. and China to maximize growth and profitability.
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by Invertir desde Cero | 03/11/2024 05:00 AM | Blog
🚀 Bitcoin has reached new all-time highs amid increasing probabilities of a Trump victory.
🛡️ Trump aims to create a strategic Bitcoin reserve in the U.S., similar to gold reserves.
🏛️ He also plans to foster a more favorable regulatory environment for cryptocurrencies.
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by Invertir desde Cero | 03/11/2024 05:00 AM | Blog
📉 European companies like Diageo, Porsche, Mercedes, and Adidas may face tariffs under a Trump administration.
🌍 These stocks have underperformed due to concerns over potential trade restrictions.
⚠️ Trump's 'America First' policy could intensify trade tensions and negatively impact these companies.
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