27% profit every 20 days?
This is what Nic Chahine averages with his option buys. Not selling covered calls or spreads… BUYING options. Most traders don’t even have a winning percentage of 27% buying options. He has an 83% win rate. Here’s how he does it.
The Winners
Presenting Roemmele's view, analyst Colin Sebastian said Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) may be in the best position to benefit long term from the voice-first transition, with the former in pole position. The expert feels Amazon could leverage Echo devices to accelerate the pace of Prime growth/order velocity even further.
Also In The Reckoning
The firm believes Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), International Business Machines Corp. (NYSE:IBM), Microsoft Corporation (NASDAQ:MSFT) and SAMSUNG ELECTRONIC KRW5000 (OTC:SSNLF) could be winners if these companies adopt voice-first orientations more rapidly.
Payment companies such as Paypal Holdings Inc (NASDAQ:PYPL), chip and hardware companies leveraged to voice devices ad transactions also stand to benefit, Baird said. On the contrary, the firm said losers will be those companies that do not adapt quickly to voice, including some of the vertical apps that depend on touch-screens.
Baird noted that the call shed details on the opportunities and challenges posed by emerging voice technologies, including Amazon's Echo/Alexa, Apple's Siri and Google's Home/Assistant and upcoming Samsung/Viv rollout.
AI/Machine Learning To Power Intelligent Assistants
Roemmele was quoted as saying the availability of voice services today are rudimentary and do not demonstrate the opportunities for more contextual interactions. The expert believes intelligent assistants of the future will benefit from AI/machine learning that combine mountains of data with user history to offer personalized two-sided conversations.
Text/Touch Business Models On The Backfoot
However, the expert call also brought up meaningful threats in a post-app world to existing e-commerce and advertising business models that rely on text/touch mechanisms of interaction such as Google PPC/search ads, local reviews.
Baird differed slightly with the expert view that e-commerce/transactions will likely replace search ads as the most lucrative form of platform monetization. Instead, the firm sees opportunity for more creative ad formats with voice interaction. The firm believes there may be even larger opportunities for companies that can provide the "abstraction layer" that connects users with the information/products/transactions delivered via intelligent assistants.
Ratings
- Amazon — Outperform.
- Apple — Outperform.
- Alphabet — Outperform.
- Paypal — Outperform.
- Alibaba Group Holding Ltd (NYSE:BABA) — Outperform.
- Facebook Inc (NASDAQ:FB) — Outperform.
- Twitter Inc (NYSE:TWTR) — Neutral.
- Yelp Inc (NYSE:YELP) — Neutral.
Related Links: Apple Vs. Amazon Vs. Google: Digital Assistants Square Off At CES
Image Credit: By brewbooks from near Seattle, USA - Amazon Echo unpacked, CC BY-SA 2.0, via Wikimedia Commons27% profit every 20 days?
This is what Nic Chahine averages with his option buys. Not selling covered calls or spreads… BUYING options. Most traders don’t even have a winning percentage of 27% buying options. He has an 83% win rate. Here’s how he does it.
ENTER TO WIN $500 IN STOCK OR CRYPTO
Enter your email and you'll also get Benzinga's ultimate morning update AND a free $30 gift card and more!