27 Oct 2023
Nasdaq 100 dropped 1.9%, now down 11% from Jul high, so Big Tech now in correction territory
It looks like some P/E air is being let out of the Magnificent 7 bubble... Source: HolgerZ, Bloomberg
16 Oct 2023
Interesting post on apple / google
By: Linus
13 Oct 2023
Nvidia's $NVDA data center revenue surpassed it's core business gaming thanks to two key releases, one of which could contribute upwards of $45B in revenue alone in FY24:
- The A100 GPU, released in 2020, boosted AI inference, training times and performance up to 20x over its predecessors. - The H100 GPU, released in late 2022, which is 9x faster than the A100. Source: Beth Kinding
10 Oct 2023
Have you ever played Microsoft's games?
Microsoft is the world's largest gaming company, with an astonishing market capitalization of $2,441 billion. Some of Microsoft's popular games include Call of Duty and World of Warcraft. Genuine Impact
9 Oct 2023
In case you missed it: technology hit a new all-time relative high
And this is on an equally-weighted basis. So it is not just 7 stocks... Source: J-C Parets
19 Sep 2023
Valuation premium of US tech stocks vs. rest of the world is going beyond parabolic...
Source: Topdowncharts, TME
19 Sep 2023
Long Big tech is now the most crowded trade in the latest Global Fund Manager Survey by BofA
Short China equities comes next.
14 Sep 2023
Visualizing Google’s Search Engine Market Share 🔍
https://lnkd.in/dAbVgCFJ
