26 Feb 2024
The Magnificent 7 are now up ~1,700% since 2015 compared to the S&P 500's ~140% gain.
Even the Nasdaq Composite Index, the largest tech index in the world, is up just ~230% since 2015. Source: DB, TME
26 Feb 2024
Nvidia is destroying Intel's datacenter market share.
$NVDA $INTC
26 Feb 2024
Tech has fully decoupled from yields.
Nasdaq has been unphased in front of higher rates (see chart) Source: TME
26 Feb 2024
Nvidia $NVDA hit a $2 Trillion Market Cap faster than any stock in history, including Apple $AAPL and Microsoft $MSFT
Source: barchart, factset
26 Feb 2024
"So what's it been like trading in 2024 so far?" 🙃
Source: Trend Spider
26 Feb 2024
Mag 7 profit growth is 50% NVDA!
Source: Bloomberg
26 Feb 2024
ChatGPT’s monthly visits dipped nearly 8% MoM in December to just over 1.5 billion visits worldwide, while visits to Google’s Bard continue to increase.
Source: Beth Kinding
26 Feb 2024
$BRK Berkshire Hathaway FY23 by App Economy Insight
• Net profit $97B. • Stock repurchase $9B. • Segment margin 12% (+0.5pp Y/Y). • Investment gains (unrealized) of $75B. • Cash and short-term securities $168B.
