3 Nov 2025
Mag 7 Stocks now outperforming the S&P 500 by the largest margin in history
Source: Barchart
3 Nov 2025
Great chart from @FactSet that shows the vertical move in Q3 earnings.
Source: Ryan Detrick, CMT @RyanDetrick
3 Nov 2025
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
3 Nov 2025
2006: AWS annual revenue was $21 million / 2025: $21 million every 1 hour, 22 min
Source: Jon Erlichman @JonErlichman
3 Nov 2025
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
3 Nov 2025
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
3 Nov 2025
Data center demand for electricity is predicted to double by 2030. - FT
Source: Energy Headline News @OilHeadlineNews
3 Nov 2025
Here are the largest holdings in the S&P 500
Source: Leveraged shares, Evan
