Shulou(Shulou.com)11/24 Report--

According to news in the morning of Sept. 6, Beijing time, Ray Wang, chief analyst and founder of investment firm Constellation Research, said in an interview with the media that it is time to redefine the company at the top of the food chain of the tech giant.

Ray Wang believes that the previous FAANG should be replaced by MATANA. MATANA is the acronym for Microsoft (MSFT), Apple (AAPL), Tesla (Tesla), Alphabet, Nvidia (NVDA), and Amazon (AMZN). After this adjustment, the original Meta and Netflix were removed, and Microsoft, Tesla and Nvidia were added.

When Jim Cramer, a US financial commentator, coined the term FAANG in 2013, many of the selected companies were seen as industry stars, representing the acronyms of the five most popular and best-performing technology stocks in the US market and were expected to stir up a storm in their respective markets. This is especially true of Meta (then known as Facebook) and Netflix. But Ray Wang believes it is time to re-evaluate the situation of the two companies. In particular, Meta needs a new plan.

"Facebook must look for new models outside of advertising." "once again, they have been hit by this," he said. so, will the new business be glasses? will it be a meta-universe? it's not sure yet, and that's exactly where the challenge lies. "

Netflix's problem is its growth prospects and the resources it has and lacks. Because the company uses a subscription model, Ray Wang has doubts about their future potential.

"the reason they are out is, how many subscribers are there? how many more subscriptions can you handle?" "they should do placement ads and IP licenses," he said. "look at how Disney makes money."

Ray Wang stressed that Microsoft is often seen as the leader of established technology companies, but it should also be ranked as one of the top technology leaders. In fact, the previous FAANG was often written as FAAMNG, and the M of it was Microsoft.

"Microsoft not only does B2B business and consumer business, they can succeed in both areas at the same time." "they have a good position in meta-universe and a good position in cloud computing," he said. of course, they also have a game business. "

Tesla and Nvidia are two new entrants. Tesla, as a pioneer of electric vehicles, is now widely known.

"Nvidia is not just a chip, nor is it a data center or a game." "they are still on the edge of artificial intelligence, meta-universe, future computing and their fusion models, and their way of development will dominate for quite some time," Ray Wang said. "

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