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
9 Oct 2023
In case you missed it: technology hit a new all-time relative high
And this is on an equally-weighted basis. So it is not just 7 stocks... Source: J-C Parets
19 Sep 2023
Valuation premium of US tech stocks vs. rest of the world is going beyond parabolic...
Source: Topdowncharts, TME
19 Sep 2023
Long Big tech is now the most crowded trade in the latest Global Fund Manager Survey by BofA
Short China equities comes next.
