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23 Dec 2024

US Megacap Tech is Bigger Than Europe's Entire Stock Market

Source: Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl

18 Dec 2024

AI is eating software.

Source: Vala Afshar, FRED

17 Dec 2024

WEB 3.0 QUANTUM COMPUTING COMPANIES (4) are together less than 15B marketcap.

NB: These are not investment recommendations.

12 Dec 2024

⁉️WILL THE SEMICONDUCTOR SECTOR PULL DOWN THE S&P 500⁉️

US Semiconductor Sector has declined by 17% over the last 5 months and by 8% over the last few weeks. NVIDIA alone is down 9% over the last month. The chipmaker stock and the sector are testing now key technical levels. Source: Global Markets Investor @GlobalMktObserv

10 Dec 2024

BREAKING: ‼️🤖

Google makes quantum computing breakthrough with new chip capable of solving computational problems in under 5 minutes, that would otherwise take the leading supercomputer: 10,000,000,000,000,000,000,000,000 years Source: Radar

18 Nov 2024

Speculative tech over large cap tech is making a come-back

Source: The Strazza Letter

15 Nov 2024

A great visual by Linas Beliūnas on Brazil's FinTech giant Nubank which just reached 100 million customers in Brazil or ~57% of the adult population in the country 😳

Here are the numbers: 👥 >105 million customers globally (+20.8M Year-over-Year) 🌍 It's now the largest digital banking platform outside of Asia 🇧🇷 It's now the 4th largest financial institution in Latin America 💰 $25.2 billion worth of deposits (+64% YoY) 💸 $2.8 billion in revenues (+65% YoY) 🤑 $487 million in profit (+134% YoY) What is truly exceptional for NU is the following: despite serving more than 105 million customers, its monthly average cost per active customer still remains at $0.9 !!!

5 Nov 2024

Ranked: Tech Manufacturers by R&D Investment Change in 2023

Source: Visual Capitalist

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