Jevons' Paradox in action: The initial response to the "DeepFreak" suggests companies are spending more, not less.
Cloud Capex is projected to grow 40% in 2025, according to @MeliusResearch Source: Holger Zschaepitz @Schuldensuehner
🔴 The Fear of Missing Out (FOMO) is still alive: US technology equity funds saw nearly $7 BILLION in net inflows last week, one of the biggest flows in 14 months.
Net positioning in US mega-cap and technology stocks at one of the most extreme levels in history. Source: Global Markets Investor, EPFR, Haver, DB
BREAKING: ChatGPT is down worldwide with millions of users unable to access the platform.
Source: The Kobeissi Letter
BREAKING: China has opened antitrust investigations into Nvidia and Google just hours after imposing 10%-15% tariffs on some US imports, per FT.
China is reportedly looking for new trade war leverage against President Trump. Source: FT
BREAKING: Alphabet stock, $GOOGL, falls over -7% after reporting Q4 2024 earnings.
Source: The Kobeissi Letter
This is the most important datapoint in earnings season so far.
Alphabet to invest $75 billion in CapEx during 2025 - this will ease chip industry fears. Large cap tech is maintaining record investment in AI infrastructure, even after DeepSeek’s disruption. Source: The Kobeissi Letter
As Facebook turns 21, here's a look at the growth of $10k in $META since its IPO in May 2012.
As a reminder, this stock saw a 76% drawdown from late 2021 to late 2022. It has rallied nearly 700% since its 2022 low. source : bespoke
The DeepSeek selloff was followed by the biggest tech inflows in four months
source : DeutscheBank
