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18 Aug 2023

The generative AI software market is forecast to rapidly grow from $1.5B in 2022 to nearly $280B in 2032

Representing a 69% CAGR – driven by AI assistants and workload infrastructure software, which could contribute $160B combined. Source: Bloomberg, Beth Kindig Potential winners? $META $ADBE $NVDA $MSFT (not an investment recommendation)

16 Aug 2023

Vietnamese EV maker VinFast is now worth more than Ford and GM after Nasdaq debut - CNBC article

VinFast’s shares jumped some 270% after its U.S. trading debut, vaulting its total market value past some of the world’s largest automakers. On Tuesday, the Vietnamese #electricvehicle maker listed on Nasdaq following the completion of its merger with the U.S.-listed #SPAC (special purpose acquisition company) Black Spade Acquisition. Shares of VinFast closed at $37.06 on Tuesday — 270% higher than Black Spade Acquisition’s IPO price of $10. Following the market debut, VinFast is now currently worth $85 billion, according to CNBC calculations. The SPAC merger previously valued VinFast at approximately $23 billion, according to a June filing with U.S. securities regulator. Source: CNBC

16 Aug 2023

China asks some Funds to avoid net equity sales as Markets sink

Chinese authorities asked some investment funds this week to avoid being net sellers of equities, as a rout in the nation’s financial markets deepened. Stock exchanges issued the so-called window guidance to several large mutual fund houses, telling them to refrain for a day from selling more onshore shares.

15 Aug 2023

BofA’s private clients have been dumping growth stocks while loading on Japan equities

Source: The Daily Shot, BofA

11 Aug 2023

Over the last few weeks, the newsflow for China assets has been horrendous, whether it’s the macro data or the policy side (disappointment at the scale and lack of detail)

While sentimnet on China is very bearish, Greater China stocks have outperformed over the past month. This could be a sign that the worst is behind and that bad news are already priced in. Source: J-C Gand, Bloomberg

9 Aug 2023

Market cap of listed domestic companies as a % of GDP for selected countries

Switzerland is way ahead of peers in the ranking. US comes next Source: HolgerZ

9 Aug 2023

Cloud Infrastructure Services Market

$65 billion in spending in Q2 2023. → +18% Y/Y and +3% Q/Q. Market share: 🟧 $AMZN AWS 32%. 🟦 $MSFT Azure 22%. 🟩 $GOOG GCP 11%. Big 3 = 65% of the market. Estimates by Synergy Research Group. Source: App Economy Insight

8 Aug 2023

The Magnificent Seven have added nearly $4.2T in market cap this year, led by Apple’s $AAPL $781B increase and Nvidia’s $NVDA $745B rise

Microsoft $MSFT, Amazon $AMZN, and Meta $META all have added over $500B as well. Will it last? Source: Beth_Kindig

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