❗️🇺🇸#stocks #tech #us #macro #diversification
JPMorgan: the weight of the top 10 stocks (out of these, 8 are tech giants) in the SP500 = historical record

... however, the income is falling behind #earnings

❗️🇺🇸#markets #short #poll

⚠️#tech #ai #stocks

⚠️#stocks #tech #us #analogy #bubble #warning
NASDAQ's current surge echoes the dot-com bubble euphoria of 2000

⚠️🇺🇸#stocks #us #tech #bubble #earnings #warning
technology companies' stocks are growing faster than their future earnings = level last seen during the Dot-com bubble

⚠️🌎#tech #stocks #chip
JPMorgan: global inventories of unsold semiconductor chips are growing rapidly = this is the level of the dot-com bubble

⚠️🇺🇸#tech #stocks #us #bonds #divergence
there is a significant divergence between NASDAQ and US 10-year bond yield = US tech company stocks are under threat as bond yields show no intention of decreasing

⚠️#stocks #tech #us #analogy #bubble #warning
another analogy:

Nvidia 2023 = Cisco 2000 = levels seen just before the Dot-Com bubble crash

👉 echoes of the Dot-com bubble

❗️🌎#ai #tech #costprice #forecast
the cost of software development is trending towards zero, aided by AI advancements - details

⚠️🇺🇸#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

🇺🇸#stocks #us #tech #bubble #analogy #history
another analogy:

Nasdaq 100 (present days) and Nasdaq 100 ( 1999 - in the days of dotcom mania)

⚠️🇺🇸#tech #stocks #bubble #history #warning
BofA: tech stocks vs. SP500 - Records of previous bubbles have been surpassed

⚠️#tech #stocks #us #opinion #hisotry #warning
BTIG: Invesco QQQ Trust (ETF tracking the Nasdaq 100) hit a new 52-week intraday high but closed 1% below, ending the day in the red (this has occurred only 63 times since 1999) = in the past, it has led to a decline in the Nasdaq 100

⚠️🇺🇸#stocks #tech #us #liquidity #qt
BofA notes a significant divergence between the Nasdaq 100 and the combined balance of the world's top three central banks = potential drop in US tech stocks
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BTIG also sees a potential drop in US tech stocks.

⚠️🇺🇸#tech #stocks #bubble #history
Compound: US tech stocks vs. SP500 = levels of the Dotcom bubble

🇺🇸#stocks #us #tech #macro
Nasdaq100/SP500 ratio hits historic highs = much higher than it was before the dot-com crisis.

🇺🇸#stocks #tech #us #divergence
record divergence between the Nasdaq 100 and Nasdaq Composite

⚠️🇺🇸#stocks #us #tech #bonds #opinion #history #warning #bubble
analysts at Bank of America (BofA) have concluded that the ongoing growth of the "magnificent seven" stocks since 2022 could be halted by an increase in the real yield of 10-year government bonds to 2.5-3%. Currently, the real yield stands at 2%, representing the difference between the yields of 10-year government bonds and inflation.

⚠️🌎#tech #smartphones #marketsize
global smartphone shipments continue to decline.
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IDC: 2024 is set to be the year where the smartphone market swings back to growth. #forecast

⚠️🇺🇸#stocks #tech #us #divergence
US market is experiencing a significant divergence between new economy stocks and old economy stocks.

#bubble this has only happened once before, right before the dot-com bubble.