18 Jun 2024
Tech strength is not that clear once you disaggregate
Source: Daniel Lacalle X via NDR
17 Jun 2024
Europe is way behind in Tech 💻
Source: Science Is Strategic, The Economist, Pitchbook #venturecapital
14 Jun 2024
Semiconductor industry overview
By Invest in assets
14 Jun 2024
The Magnificent 7's share of the SP500 just hit another all-time high of 32%.
This is 12 percentage points higher than at the beginning of 2023. The weight of these 7 stocks in the index has almost DOUBLED in just over 4 years. This comes as the 3 largest stocks, Apple, Microsoft, and Nvidia, are all officially worth over $3 trillion. Meanwhile, the technology sector just hit another all-time high relative to the S&P 500. Tech is becoming even more dominant. Source: Bloomberg, The Kobeissi Letter
11 Jun 2024
In the first three weeks of May, OpenAI’s ChatGPT averaged 77 million daily visits, putting it on track to reach 2.3 billion visits last month
A new monthly record after setting its previous record of 1.8 billion visits a year ago. Source: Beth Kindig $MSFT $NVDA $GOOG $AMZN
5 Jun 2024
Tech CEOs are the new modern day rockstars $NVDA
Source: Trendspider
3 Jun 2024
Nailed it
Source: Michel A.Arouet
3 Jun 2024
The current earnings season has largely been a rough one for cloud software providers.
Source: Win Smart, Factset
