Netflix should have pivoted to live sports. Prime seems to understand this with their NFL deal to stream a game or two per week. The NBA TV deal is up next summer (maybe 2024) and Netflix should jump on it IMO. It is the future of sports on TV.
Amazon is funny right now. They are spending tons of cash building out their delivery infrastructure to basically replace UPS, USPS, and Fed Ex. They have invested in fleets of semis and planes lately and that is expensive. Massive distribution centers are popping up all over the country and again, very expensive to build out. People always think online shopping is Amazons bread and butter, but is really their AWS division. Huge profit margins, massive profits, usually about 50% of their profits each quarter/year. My kind of crazy but not crazy prediction for Amazon. They spinoff three different companies/divisions. Online retail/services, AWS, and one nobody is really considering, a global logistics company.
Google is kind of meh to me. They do advertising very well, but struggle to develop other revenue streams. Google Services (where their advertising department resides) made up 92% of their revenue last year. They need something else. Maybe their cloud service will take off.
Apple, man, Apple is sexy. Hardware is obviously big for them. Phones are killer, those new chips for their phones/laptops are insanely fast and way ahead of the PC/Android stuff. They are a leader in the subscription model that everyone is going to with revenue and profits really growing in that area. They are supposedly about to introduce a subscription plan for your phone where you don't buy your phone anymore, you subscribe and they lease you one. A little disappointed they seemed to have given up on their cloud service, or are at least not pushing as hard. My crazy but not so crazy prediction for Apple in the next decade? They develop a banking division. They already have a credit card, but that is issued through Goldman. I mean they go and get a banking charter and become a full fledged bank. Digital money is already huge and only going to get bigger. It makes some sense the best tech company on earth has their finger in that pie.