Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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πŸ‡ΊπŸ‡Έ#AAPL #event
Sept. 7 - Apple is aiming to unveil the iPhone 14 line - BBG
πŸ‡ΊπŸ‡Έ#AAPL
Apple plans to begin manufacturing the iPhone 14 in India
πŸ‡ΊπŸ‡Έ#AAPL
Apple overtakes Android to account for 50% of smartphones used in US
✴️ #metaverse #crypto #macro #forecast
Binance CEO: we are still in early stages of metaverse development

early: investors gear up for β€˜gold rush’ in metaverse hardware: VR and AR headsets, sensors and chips

#META #MSFT #AAPL #QCOM #VUZI #SNAP #WIMI #MMM #SAND #MANA
πŸ‡ΊπŸ‡Έ#AAPL #report
Apple:
- 1Q REV. $117.15B, EST. $121.14B
- 1Q EPS $1.88, EST. $1.94

- 1Q SERVICE REV. $20.77B, EST. $20.47B
- 1Q IPHONE REVENUE $65.78B, EST. $68.3B
- 1Q WEARABLES, HOME & ACCESSORIES $13.48B, EST. $15.32B
- 1Q MAC REVENUE $7.74B, EST. $9.72B
- 1Q GREATER CHINA REV. $23.91B, EST. $21.8B

*APPLE NOW HAS OVER 2B ACTIVE DEVICES AS PART OF INSTALLED BASE #socialmedia

*APPLE: DIFFICULT MACRO ENVIRONMENT, SUPPLY CONSTRAINTS
β—οΈπŸ‡ΊπŸ‡Έ#SPX #index #concentration #stocks #us #tech
Apple (#AAPL) and Microsoft (#MSFT) weight in S&P 500 reaches record high = 13,3%

WSJ: this hasn't happened since 1978
πŸ‡ΊπŸ‡Έ#AAPL
Apple's mcap has reached nearly $3T again
πŸ’₯πŸ‡ΊπŸ‡Έ#AAPL
Apple's market cap is nearing $3T

"Just buy and hold" β€” Warren Buffett
βš οΈπŸ‡ΊπŸ‡Έ#stocks #us #tech #short
WSJ: short interest in the highflying megacap tech stocks - "Magnificent Seven" = min since 1996

#AAPL #MSFT #GOOGL #AMZN #NVDA #META #TSLA
πŸ‡ΊπŸ‡Έ#NVDA #AAPL
Nvidia is now worth more than Apple.
πŸ‡ΊπŸ‡Έ#stocks #us #correlation #concentration
BofA: correlation between the stocks in the S&P 500 index and the index itself has dropped to its lowest level in 20 years.
β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”
weight of the top 3 stocks (#MSFT, #AAPL, #NVDA) in the S&P 500 = historic record.

weight of the top 5 stocks in the S&P 500 = historic record.

market cap of the top 10% of stocks has hit its highest level since 1929, surpassing 2000 (chart)

JPMorgan: the dominance of the 10 biggest stocks in US equity markets is increasingly drawing similarities with the dot-com #bubble