Got Hard Assets?
Gold > Nvidia since Q1 2024 *Bloomberg terminal data. Lawrence McDonald @Convertbond
The gap between UK borrowing costs and other advanced economies isn't just persisting, it’s widening:
A stark reminder of the "UK premium" currently baked into markets. The more this "UK premium" embeds itself in the public finances, the higher the risk of a self-feeding vicious cycle. Source: FT, Martin Wolf
When Zoom ($ZM) was $600/sh in 2020, it had $20 million in income.
Now, Zoom is $87/sh with $2 billion in income. What does that tell you about the current AI companies? Source: Kevin Malone @Malone_Wealth
Amazon owns half the internet…
Prime, AWS, Twitch, Whole Foods, Ring, Zoox, Audible, Kindle, Alexa - the list never ends. Source: Dividend Talks on YouTube @DividendTalks
How many loans to negative cash flow start ups were made using Nvidia chips as collateral?
Source: Edward Dowd @DowdEdward
A great FT article on how OpenAI partners amassed $100bn debt pile to fund its ambitions
A great FT article on how OpenAI partners amassed $100bn debt pile to fund its ambitions.
In case you missed it... US 10-Year Treasury Yield back near its lowest level in the last 14 months 📉📉
Source: Barchart
Apple $AAPL is set to ship more smartphones than Samsung in 2025
This would be the first time it will have done so in 14 years ... Apple will ship around 243M iPhone units this year vs 235M shipments from Samsung. Bloomberg reported that Counterpoint Research expects Apple to become the No. 1 brand by shipments this year with a 19.4% market share. The report says Samsung’s Galaxy line will grow only 4.6% this year, while iPhone sales are likely to increase by 10% compared to last year.
