9 Feb 2024
Big Tech of course "dwarfs" unicorn total market cap, but that 3.8T number still feels a little on the high side
Source: TME, CB Insights
30 Jan 2024
Elon Musk said that the first human patient has received a brain implant from his startup Neuralink Corp.
A significant step forward for the company that aims to one day let humans control computers with their minds. In a post on X, formerly Twitter, Musk said that the patient is recovering well, and that initial results of the procedure were promising. Source: Bloomberg
25 Jan 2024
Mega Cap Tech Stocks are now outperforming small-cap stocks by the largest margin since the peak of the Dot Com bubble
Source: Barchart
23 Jan 2024
Taiwan semiconductor $TSM, the world's largest contract chip manufacturer, forecast 2024 revenue to grow more than 20% thanks to booming demands for high-end chips used in AI applications
Taiwan Semi's main customers include AMD $AMD, Nvidia $NVDA, Qualcomm $QCOM, Intel $INTC, Apple $AAPL, and Broadcom $AVGO. Source: Jesse Cohen
22 Jan 2024
More to come for semiconductors? The chart below shows a 24-yr base breakout for semiconductors RELATIVE to the S&P 500 $SOX $SPX
Source: Steven Strazza
22 Jan 2024
US earnings revision: a big tailwind for big tech >>> 5 out of 7 Big Tech names have seen upward earnings estimate revisions for the last quarter and this year over the past 3 months
As a group, they’ve seen average upward earnings revisions of 6.7% and 4.9% for last quarter and 2024 respectively, considerably better than the S&P (-7.1%, -1.3%). Source: DataTrek, TME
17 Jan 2024
This scatter plot shows where growth tech valuations stand based on 2024 metrics
Source: Shay Boloor
15 Jan 2024
Artificial Intelligence's Tech Innovation Cycle
by Visual Capitalist
