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.

Contact: @invoyager

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πŸ‡ΊπŸ‡Έ#MSFT #ATVI #mna #gaming
Microsoft’s $75B acquisition of video game maker Activision Blizzard has been threatened with an in-depth UK competition probe that could derail the landmark deal, unless the US tech giant manages to address antitrust concerns by next week - FT
πŸ‡ΊπŸ‡Έ#MSFT #report #forecast
Microsoft gave a forecast for the next quarter:
- Sees FY23 Q1 More Personal Computing Segment Rev $13.1 Bln To $13.5 Bln
- Sees FY23 Q1 Intelligent Cloud Rev Of $20.2 Bln To $20.5 Bln
- FY23 Q1 Devices Rev Should Grow In The Low Single Digits
✴️ #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
🌎#ai #ChatGPT #MSFT
Bill Gates: ChatGPT 'will change our world'
β€”β€”β€”β€”β€”β€”β€”-
Web browser Opera is planning to incorporate ChatGPT
πŸ‡ΊπŸ‡Έ#MSFT
how Microsoft earns money
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
β—οΈπŸ‡ΊπŸ‡Έ#MSFT #fusionpower
Microsoft is placing a bet on fusion power β€” WSJ

Many experts believe fusion power remains decades away. Microsoft thinks it could be just around the corner
πŸ‡ΊπŸ‡Έ#ai #MSFT #ChatGPT
ChatGPT has emerged as the most productive AI tool employed by businesses, delivering a productivity boost of at least 50% β€” AI Writer survey
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#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