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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

20 Aug 2024

Massive money pours into the Invesco S&P 500 Top 50 ETF

Source: Bloomberg

20 Aug 2024

FT article: "The rate at which US start-ups are going bust is more than seven times higher than in 2019, threatening millions of jobs and risking spillover to the wider economy"

Source: FT

16 Aug 2024

Is long AI short yen the same trade?

Gray line is 30-year T-bond yield relative to tech 12 month forward earnings yield ratio Dotted green line is EUR/JPY Source: www.zerohedge.com

16 Aug 2024

US Chips Act is reshaping global semiconductor landscape

• America looks set to produce around one-third of global supply for leading-edge chips by 2032 • US rise will come at expense of South Korea, which could become minor player for top-notch chips Source: Agathe Demarais

15 Aug 2024

Bank of America survey shows continued optimism on Big Techs

Source: Bloomberg

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