10 Sep 2024
Here’s a full breakdown of the $AAPL iPhone 16 and 16 Plus Price starts at $799 and $899 for the Plus
Source: Stocktwits
10 Sep 2024
Apple's $AAPL new A18 chip for the iPhone 16 has 40% faster GPU performance than the iPhone 15
Source: Evan
10 Sep 2024
After surpassing the March 2000 relative strength high, the Tech sector has sharply underperformed over the last 2 months.
Is this the start of a secular change in leadership? Source: Charlie Bilello
3 Sep 2024
The cost of chip designs has risen at an incredibly rapid pace.
From the 28nm design in 2011 to 3nm in 2022, the cost of designing a chip increased by 12x – benefiting design tool and IP giants such as $SNPS, $CDNS, and $ARM. Source: Quartr
20 Aug 2024
Massive money pours into the Invesco S&P 500 Top 50 ETF
Source: Bloomberg
20 Aug 2024
FT article: "The rate at which US start-ups are going bust is more than seven times higher than in 2019, threatening millions of jobs and risking spillover to the wider economy"
Source: FT
16 Aug 2024
Is long AI short yen the same trade?
Gray line is 30-year T-bond yield relative to tech 12 month forward earnings yield ratio Dotted green line is EUR/JPY Source: www.zerohedge.com
16 Aug 2024
US Chips Act is reshaping global semiconductor landscape
• America looks set to produce around one-third of global supply for leading-edge chips by 2032 • US rise will come at expense of South Korea, which could become minor player for top-notch chips Source: Agathe Demarais
