$Meta Platforms(FB.US)$ gogogo

$Starbucks(SBUX.US)$ Food safety issues were found at over a dozen Starbucks outlets in the eastern Chinese city of Suzhou, regulators said on Tuesday, a day after the U.S. coffee chain was criticized for violations at two other outlets in another city.
$Meta Platforms(FB.US)$ $Apple(AAPL.US)$ $Amazon(AMZN.US)$ The Digital Markets Act (DMA), unveiled by EU antitrust chief Margrethe Vestager last December, sets out a list of dos and don'ts for U.S. tech giants designated as online gatekeepers with fines up to 10% of global turnover for violations, a global first.

Healthcare, consumer defensive, consumer defensive, real estate and utilities are mainly up. Financials are slightly down with $MasterCard(MA.US)$ and $PayPal(PYPL.US)$ dropping about 1%. Tesla $Tesla(TSLA.US)$ continues to falls.

$PayPal(PYPL.US)$ is uniquely positioned to be the leader in buy now pay later because of the popularity of it's services especially Venmo. A consumer who decides to "buy now pay never" gets banned from all services which is a huge negative in my opinion. On the other hand, nobody really cares if you get banned from $Afterpay Ltd.(AFTPF.US)$ $Affirm Holdings(AFRM.US)$etc.

$DBS Group Holdings(D05.SG)$
$S&P 500 Index(.SPX.US)$
Dec13标普日线图看似三尊头(4718,4743和4713)，又似高位头肩底(4495)的雏形；而这周美联储有重要数据和政策出炉，不知由鸽子变身老鹰的鲍佬有啥要说！也不知17Dec四巫日是想高位或低位结算！除非艺高人胆大，否则急不得！我暂离迷魂阵为妙

$Unity Software(U.US)$ has been getting good attention because of the #Metaverse effect when $Meta Platforms(FB.US)$ first shared that they are moving into the metaverse.
Unity is mainly used as a game engine now. Some of the more popular games includes Pokemon Go, Monument Valley, Call of Duty, Beat Sabre and Cupcake. It is currently have around 50% of market share for game engine.It is currently in a good position to as a platform to create the Metaverse.
Share prices has been correcting and is now close to EMA200. Do you think it is a good time to invest into Unity?

$Apple(AAPL.US)$ is quietly become one of the biggest companies in the world. If their share price goes up further, their market cap will be worth $3Trillion Dollars!. It is bigger than the ENTIRE GERMAN EQUITY!
Isn't that crazy?
One place to stay off with is did fundamental changed over the last 2 years for it to be valued at where it is today? Personally, I think it is a no.
Another reason why valuation is steep now is because the #Metaverse effect is being priced in. However, I believe that $Apple(AAPL.US)$ might not be in a good position in the #Metaverse for the folowing reasons.
1. Questionable Game Changer?
AAPL used to be the game changer for phone. Steve jobs wanted to make lives better by putting a revolutionary product in the hands of consumers. However, iPhones (which accounts for ~50% of revenue) hasn't had much improvements over the years. I believe Tim Cook is more of an optimizer than a visionalist.
2. CAPEX Spending
The amount of money spend on developing for the future don't lie. You can't innovate without investing.
$Apple(AAPL.US)$ TTM Revenue is USD365,817M(TTM). The amount spend on CAPEX is USD11,085M. $Amazon(AMZN.US)$ TTM Revenue is USD457,965M TTM). The amount spend on CAPEX is USD56,941M. $Meta Platforms(FB.US)$ TTM Revenue is USD112,330M(TTM). The amount spend on CAPEX is USD17,811M.
Apple CAPEX pales in comparison to Amazon. Even though Facebook revenue is just 30% of Apple, they are spending 60% more than Apple. I doubt Apple will the capability to build #ElectricVehicles at this stage.
3. R&D Spending
R&D % of Revenue
$Apple(AAPL.US)$ : 5.99%
$Amazon(AMZN.US)$ : 11.1%
$Meta Platforms(FB.US)$ : 20.31%
I believe AAPL focuses on branding and their ecosystem rather than innovating technology. AAPL may be the hardware of the#Metaverseworld through AR on iPhone cameras. (Hints on $Kopin(KOPN.US)$ ). However, based on R&D spending, they are currently not very competitive.
What do you think?

The $Apple(AAPL.US)$ Music Awards recognize musical achievements in five distinct categories: Artist of the Year, Songwriter of the Year, Breakthrough Artist of the Year, Top Song of the Year, and Top Album. Winners are chosen through a process that reflects Apple Music's editorial perspective and what customers worldwide are listening to the most. This year's Apple Music Awards will also include a new Regional Artist of the Year category, celebrating performers from five countries and regions: Africa, France, Germany, Japan, and Russia.

$Netflix(NFLX.US)$ Netflix's ability to be more cost-effective than competitors only puts this snowball effect into overdrive. To explain why Netflix is more cost-effective than any of its competitors, the company's numerically unmatched 214 million subscriber base allows for any of its content to be seen by far more people. As such, every dollar Netflix spends on content will have far greater returns compared to competitors.
If, for instance, a smaller streaming service like Apple TV+ $Apple(AAPL.US)$ were to produce Squid Game, the show would almost certainly be far less popular given their smaller reach. There is even a good possibility that the show would not have reached mainstream consciousness were it not for the Netflix platform. In fact, this hypothesis has already been proven true to some degree as Netflix has been known to take relatively unpopular shows like You, which was originally a fringe show on Lifetime, and transform them into viral sensations.
A virality of Squid Game was likely only possible due to the huge reach of Netflix.