Top Cash Rich Stocks in the Market💰:
- Berkshire Hathaway $BRK.B: $381.7 Billion - Microsoft $MSFT: $102 Billion - Alphabet $GOOGL: $98 Billion - Amazon $AMZN: $94 Billion - Nvidia $NVDA: $56 Billion - Apple $AAPL: $55 Billion - Meta $META: $44 Billion - Tesla $TSLA: $41 Billion Source: Patient Investor @patientinvestt
2006: AWS annual revenue was $21 million / 2025: $21 million every 1 hour, 22 min
Source: Jon Erlichman @JonErlichman
China now runs a trade surplus in cars with the EU after many years in which it ran a deficit.
Is a huge deflationary shock coming to the EU ? Maybe the ECB should recognize this and cut interest rates as aggressively as possible as a weaker Euro will help... Source: Robin Brooks
AI mania is the only game in town as the real economy sinks.
Great chart from @WarrenPies highlighting the recent divergence. Source: Bob Elliott @BobEUnlimited
Data center demand for electricity is predicted to double by 2030. - FT
Source: Energy Headline News @OilHeadlineNews
Here are the largest holdings in the S&P 500
Source: Leveraged shares, Evan
The Melt-Up
"However you measure it, tech stocks are on an all-time heater. This is one of the great bull markets we’ve ever witnessed. So now what? Source: Ritholtz @RitholtzWealth
The total value of the US stock market is now ~245% of the country’s GDP – far above the 100% level that Warren Buffett considers a sign of a market bubble.
Source: HolgerZ, Bloomberg
