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6 Jan 2025

The AI value chain

Source: Oguz O. | 𝕏 Capitalist

30 Dec 2024

With just 2 trading days left in 2024 here's a full heat map of the NASDAQ 100's $QQQ performance so far this year.

Source: Evan @StockMKTNewz

26 Dec 2024

Phones used 20 years ago.

Source: Jon Erlichman @JonErlichman

26 Dec 2024

As mentioned by Michel A. Arouet on X: If it wasn’t so sad, it would be quite funny

Source: Michel A. Arouet on X

26 Dec 2024

Which countries are putting tariffs on China tech ?

Source: Visual Capitalist

25 Dec 2024

Is Apple ringing the doorbell of smart home innovation?

According to Bloomberg, Apple might be working on a smart doorbell featuring its renowned FaceID technology. The concept? As you approach the door, the doorbell scans your face, communicates with a connected deadbolt lock, and unlocks seamlessly for residents. While still in early development and not expected before late 2025, the product could either integrate with HomeKit-compatible locks or involve a partnership with a specific lock maker. This move could position Apple as a competitor to Amazon's Ring, but also exposes the brand to unique challenges. For instance, concerns around security breaches or misuse of the system could spark debates on privacy and reliability. source : techcrunch

25 Dec 2024

DOC finalizes $7 billion in semiconductor awards

The US Department of Commerce on Friday announced its awards for Samsung, Texas Instruments and Amkor Technology under the CHIPS Incentives Program, which come to more than $6.75 billion altogether. The program is meant to help expand domestic semiconductor production. Samsung was awarded up to $4.745 billion in direct funding — a smaller amount than the preliminary award of up to $6.4 billion that was announced earlier this year — while Texas Instruments was granted up to $1.61 billion and Amkor up to $407 million. Samsung plans to invest $37 billion over the next few years to ramp up chip development and production in the US, the DOC said. The company will expand its operations in Texas to include two new production facilities and a site for research and development. It also plans to expand an existing facility in Austin. Texas Instruments is working to build three new facilities — two in Texas and one in Utah — which it’s said it will invest over $18 billion in through 2029. Amkor is planning a $2 billion investment to create an advanced packaging and test facility in Peoria, Arizona. According to Reuters, it’ll be the country’s largest facility of its kind. source : engaget

24 Dec 2024

$QQQ The Nasdaq 100 Valuations vs. Mean

Source: Koyfin

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