$QQQ The Nasdaq 100 Valuations vs. Mean
Source: Koyfin
DOTCOM BUBBLE vs. TODAY
Tech P/E Ratio are still half of the peak P/E Ratio from the Dotcom era and still well below the 1999 average P/E Ratio. Source: Seth Golden
US Megacap Tech is Bigger Than Europe's Entire Stock Market
Source: Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl
AI is eating software.
Source: Vala Afshar, FRED
WEB 3.0 QUANTUM COMPUTING COMPANIES (4) are together less than 15B marketcap.
NB: These are not investment recommendations.
⁉️WILL THE SEMICONDUCTOR SECTOR PULL DOWN THE S&P 500⁉️
US Semiconductor Sector has declined by 17% over the last 5 months and by 8% over the last few weeks. NVIDIA alone is down 9% over the last month. The chipmaker stock and the sector are testing now key technical levels. Source: Global Markets Investor @GlobalMktObserv
BREAKING: ‼️🤖
Google makes quantum computing breakthrough with new chip capable of solving computational problems in under 5 minutes, that would otherwise take the leading supercomputer: 10,000,000,000,000,000,000,000,000 years Source: Radar
Speculative tech over large cap tech is making a come-back
Source: The Strazza Letter
