22 Jan 2024
US earnings revision: a big tailwind for big tech >>> 5 out of 7 Big Tech names have seen upward earnings estimate revisions for the last quarter and this year over the past 3 months
As a group, they’ve seen average upward earnings revisions of 6.7% and 4.9% for last quarter and 2024 respectively, considerably better than the S&P (-7.1%, -1.3%). Source: DataTrek, TME
17 Jan 2024
This scatter plot shows where growth tech valuations stand based on 2024 metrics
Source: Shay Boloor
15 Jan 2024
Artificial Intelligence's Tech Innovation Cycle
by Visual Capitalist
15 Jan 2024
Taiwan Semiconductor is trading at a political discount, which is unlikely to narrow after the election of the China-critical candidate Lai Ching-te.
Source: Bloomberg, HolgerZ
15 Jan 2024
This is indeed the case...
Source: Markets & Mayhem
11 Jan 2024
A few days ahead of Taiwan election... Taiwan: the island that matters - or why Taiwan is important to China, USA and the rest of the world...
Imagine the implications of any blocade or invasion on the semiconductor value chain and the magnificent7... Source: BBC
9 Jan 2024
P/E MSCI World IT vs MSCI World
Tech stocks have unusually large P/E premium Source: Macrobond, TME
4 Jan 2024
Very nice heat map on microsoft
Source: QualityStocks
