27 Sep 2024
Mag 7 v. 2000s tech Bubble
Source: Stocktwits
23 Sep 2024
How are the 'Magnificent 7' Tech stocks doing so far this year?
🟢 Nvidia Is Up +134.2% $NVDA 🟢 Meta Is Up +58.6% $META 🟢 Amazon Is Up +26.1% $AMZN 🟢 Apple Is Up +18.5% $AAPL 🟢 Alphabet Is Up +16.8% $GOOGL 🟢 Microsoft Is Up +15.7% $MSFT 🔴 Tesla Is Down -4.1% $TSLA Note that S&P 500 and Nasdaq are both up +19.6% YTD
13 Sep 2024
The old playbook is back thus far this week. Semis and AI leading back bid, growth outperforming.
Source: RBC, Bloomberg
12 Sep 2024
Semiconductors index: Was it a "head & shoulders top" (going to bring down the entire stock market)?
Or is it just a correction in a bull market??? Source: J-C Parets
10 Sep 2024
Here’s a full breakdown of the $AAPL iPhone 16 and 16 Plus Price starts at $799 and $899 for the Plus
Source: Stocktwits
10 Sep 2024
Apple's $AAPL new A18 chip for the iPhone 16 has 40% faster GPU performance than the iPhone 15
Source: Evan
10 Sep 2024
After surpassing the March 2000 relative strength high, the Tech sector has sharply underperformed over the last 2 months.
Is this the start of a secular change in leadership? Source: Charlie Bilello
3 Sep 2024
The cost of chip designs has risen at an incredibly rapid pace.
From the 28nm design in 2011 to 3nm in 2022, the cost of designing a chip increased by 12x – benefiting design tool and IP giants such as $SNPS, $CDNS, and $ARM. Source: Quartr
