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
15 Jan 2024
Taiwan Semiconductor is trading at a political discount, which is unlikely to narrow after the election of the China-critical candidate Lai Ching-te.
Source: Bloomberg, HolgerZ
15 Jan 2024
This is indeed the case...
Source: Markets & Mayhem
11 Jan 2024
A few days ahead of Taiwan election... Taiwan: the island that matters - or why Taiwan is important to China, USA and the rest of the world...
Imagine the implications of any blocade or invasion on the semiconductor value chain and the magnificent7... Source: BBC
9 Jan 2024
P/E MSCI World IT vs MSCI World
Tech stocks have unusually large P/E premium Source: Macrobond, TME
4 Jan 2024
Very nice heat map on microsoft
Source: QualityStocks
22 Dec 2023
A widening gulf in earnings power between Tech and the rest of the S&P 500
Chart below shows how 2024 earnings expectations for the mega-cap tech and the rest of tech and rest of S&P 500 have been evolving throughout 2023. Source: Barclays, The Market Ear
