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
OpenAI is in early talks to raise a large funding round at a $340 billion valuation,
more than doubling what it was worth in October, according to the Wall Street Journal, citing unnamed people familiar with the matter.
GAME CHANGER ? APPLE QUIETLY ADDS STARLINK TO IPHONES IN iOS 18.3
Apple just opened iPhone doors to Starlink's satellite network, giving users an alternative to their Globalstar service for off-grid communication. The key difference? No more pointing your phone at the sky - Starlink works right from your pocket. T-Mobile to beta testers: "You can now stay connected with texting via satellite from virtually anywhere" While it's text-only for now, SpaceX and T-Mobile plan to add voice calls and data in the future. The race for space-based cellular just got interesting. Source: Bloomberg thru Mario Nawfal on X
DeepSeek has apparently spent over $500 million on $NVDA chips despite low-cost AI claim,
Source: SemiAnalysis via @FT
Overweight technology is a crowded trade.
"Goldman Sachs: Most of our clients expect Technology to outperform in 2025" Source: Mike Zaccardi, CFA, CMT, MBA
BREAKING 🚨: Chinese tech stocks are underperforming US Tech Stocks by the largest margin in history
Can it last? Source: Barchart
