Tesla (TSLA) Bull Chowdhry Lists His 2021 'Stocks to Own'

January 15, 2021 10:04 AM EST
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Trip Chowdhry of Global Equities Research, known perhaps for being the biggest bull on Tesla (NASDAQ: TSLA), issued his 2021 "Stocks to Own."

His List:

  • AMD (NASDAQ: AMD) - Technology - way ahead of all; Cornered the VDI (Virtual Desktop Infrastructure) and some portions of ML/AI Workloads on all Super Clouds - AMZN-AWS, MSFT-Azure, GOOGL-GCP
  • Intel (NASDAQ: INTC) - Confidential Computing and Intel SGX hardware
  • Infosys Limited (NYSE: INFY) - Process Mining and Corporate Digitization
  • Accenture (NYSE: ACN) - Process Mining and Corporate Digitization
  • Microsoft (NASDAQ: MSFT) - ]: Data Engineering, Azure, Surface Hub (actually Surface Hub Sales are extremely Solid right now, a $9,000 Computer)
  • IBM (NYSE: IBM) - Quantum Computing, Training ML Models, OpenShift
  • Oracle (NYSE: ORCL) - Spartan Chip, Cross-Cloud, Clouded Customer, Fusion Apps
  • Alphabet (NASDAQ: GOOGL) - Youtube, Google GCP
  • BlackBerry (NYSE: BB) - IVY Platform, Spark Continuous Authentication, Massive IP (Intellectual Property, which is the new GOLD)
  • Zoom (NASDAQ: ZM) - Physical presence is Optional
  • Tesla (NASDAQ: TSLA) - GigaFactories, TeraFactories, Material Science, Software, Automation, Control of Center Stack
  • QuantumScape (NYSE: QS) - Solid State Anodeless Batteries - invest like you would in a Bio-tech company
  • General Electric (NYSE: GE) - Technology Conglomerate - no other company comes even close to what GE can do - massive ~$300 Billion in Service Backlog, which is under appreciated


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