16 Nov 2023
No buyers left? hedge fund net exposure to magnificent 7 was 12% at the start of the year. It is now 99%...
Source: Goldman Sachs, www.zerohedge.com
14 Nov 2023
Tech relative to small caps JUST hit the highest level EVER seen This ratio is higher than even the peak of the Dot Com bubble
Source: Game of Trades
31 Oct 2023
Interesting development which has been taking place recently with bitcoin rising despite Tech stocks losing ground
Source: J-C Parets
30 Oct 2023
Some updates on Chatgpt by Linas Beliūnas
OpenAI just released two biggest updates to ChatGPT ever 😳
27 Oct 2023
Nasdaq 100 dropped 1.9%, now down 11% from Jul high, so Big Tech now in correction territory
It looks like some P/E air is being let out of the Magnificent 7 bubble... Source: HolgerZ, Bloomberg
16 Oct 2023
Interesting post on apple / google
By: Linus
13 Oct 2023
Nvidia's $NVDA data center revenue surpassed it's core business gaming thanks to two key releases, one of which could contribute upwards of $45B in revenue alone in FY24:
- The A100 GPU, released in 2020, boosted AI inference, training times and performance up to 20x over its predecessors. - The H100 GPU, released in late 2022, which is 9x faster than the A100. Source: Beth Kinding
10 Oct 2023
Have you ever played Microsoft's games?
Microsoft is the world's largest gaming company, with an astonishing market capitalization of $2,441 billion. Some of Microsoft's popular games include Call of Duty and World of Warcraft. Genuine Impact
