Since the end of 2021, Nvidia is the only stock of the Mag 7 with a triple digit return.
Tesla is the only one with a double-digit negative return, with shares down 42%.
Nvidia $NVIDIA(NVDA.US$ : +180%🟢
Meta $Meta Platforms(META.US$ : +49%🟢
Microsoft $Microsoft(MSFT.US$ : +24%🟢
Amazon $Amazon(AMZN.US$ : +7%🟢
Apple $Apple(AAPL.US$ : +1%🟢
Google $Alphabet-C(GOOG.US$ : -5%🔴
Tesla $Tesla(TSLA.US$ : -42%🔴
Tesla is the only one with a double-digit negative return, with shares down 42%.
Nvidia $NVIDIA(NVDA.US$ : +180%🟢
Meta $Meta Platforms(META.US$ : +49%🟢
Microsoft $Microsoft(MSFT.US$ : +24%🟢
Amazon $Amazon(AMZN.US$ : +7%🟢
Apple $Apple(AAPL.US$ : +1%🟢
Google $Alphabet-C(GOOG.US$ : -5%🔴
Tesla $Tesla(TSLA.US$ : -42%🔴
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MACKGforEver
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This infographic that we've just created breaks down most of the key logic board chip suppliers for $Apple(AAPL.US$ 's new Vision Pro.
It's worth noting that the main M2 processor is designed in-house by Apple, based on $Arm Holdings(ARM.US$ 's instruction sets, and manufactured by $Taiwan Semiconductor(TSM.US$ .
The processor is also supported by Apple's new R1 chip, specifically designed for real-time data processing such as eye and hand tracking, and lag-free...
It's worth noting that the main M2 processor is designed in-house by Apple, based on $Arm Holdings(ARM.US$ 's instruction sets, and manufactured by $Taiwan Semiconductor(TSM.US$ .
The processor is also supported by Apple's new R1 chip, specifically designed for real-time data processing such as eye and hand tracking, and lag-free...
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MACKGforEver
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$Super Micro Computer(SMCI.US$
Details
Super Micro's stock fell 20%, marking its biggest drop since August.
Short sellers netted $1.2 billion in one day, despite a $4.8 billion loss over the year.
The stock surged over 760% in the past year, fueled by AI computing momentum.
Analysts see potential for significant market share gains in enterprise solutions.
Short interest increased by 12% in the last 30 days, with $623 million bet against ...
Details
Super Micro's stock fell 20%, marking its biggest drop since August.
Short sellers netted $1.2 billion in one day, despite a $4.8 billion loss over the year.
The stock surged over 760% in the past year, fueled by AI computing momentum.
Analysts see potential for significant market share gains in enterprise solutions.
Short interest increased by 12% in the last 30 days, with $623 million bet against ...
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During the pandemic, $PayPal(PYPL.US$ hired too many people. Now they have to fire almost 10% of their employees.😢
During the pandemic, $Adyen N.V. Unsponsored ADR(ADYEY.US$ only hired the necessary people. They thought tech talent was too expensive.
After $Amazon(AMZN.US$ , $Microsoft(MSFT.US$ , $Alphabet-A(GOOGL.US$ ... fired, $Adyen N.V. Unsponsored ADR(ADYEY.US$ hired at a fast pace.
During the pandemic, $Adyen N.V. Unsponsored ADR(ADYEY.US$ only hired the necessary people. They thought tech talent was too expensive.
After $Amazon(AMZN.US$ , $Microsoft(MSFT.US$ , $Alphabet-A(GOOGL.US$ ... fired, $Adyen N.V. Unsponsored ADR(ADYEY.US$ hired at a fast pace.
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Meta, $Meta Platforms(META.US$ , has added $205 billion in market cap today making it the biggest single day gain in history.
This breaks $Apple(AAPL.US$ s previous record of a $191 billion gain on November 10th, 2022.
Just a couple of years ago, Meta suffered the single biggest market value loss in a day in stock market history.
Meta will hold the record for the biggest daily gain and loss in a single day.
Truly incredible.
This breaks $Apple(AAPL.US$ s previous record of a $191 billion gain on November 10th, 2022.
Just a couple of years ago, Meta suffered the single biggest market value loss in a day in stock market history.
Meta will hold the record for the biggest daily gain and loss in a single day.
Truly incredible.
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$Meta Platforms(META.US$
Family of Apps:
👨👩👧👦 3.2B daily people (+8% Y/Y).
💵 $10.10 ARPP (+16% Y/Y).
Facebook app alone:
👨👩👧👦 2.1B daily users (+6% Y/Y).
💵 $13.12 ARPU (+21% Y/Y).
Family of Apps:
👨👩👧👦 3.2B daily people (+8% Y/Y).
💵 $10.10 ARPP (+16% Y/Y).
Facebook app alone:
👨👩👧👦 2.1B daily users (+6% Y/Y).
💵 $13.12 ARPU (+21% Y/Y).
+1
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Nvidia $NVIDIA(NVDA.US$ : 23.2%
Meta $Meta Platforms(META.US$ : 11.4%
Alphabet $Alphabet-C(GOOG.US$ : 9.1%
Microsoft $Microsoft(MSFT.US$ : 7.4%
Amazon $Amazon(AMZN.US$ : 4.7%
Apple $Apple(AAPL.US$ : -0.1%
Tesla $Tesla(TSLA.US$ : -26.3%
Meta $Meta Platforms(META.US$ : 11.4%
Alphabet $Alphabet-C(GOOG.US$ : 9.1%
Microsoft $Microsoft(MSFT.US$ : 7.4%
Amazon $Amazon(AMZN.US$ : 4.7%
Apple $Apple(AAPL.US$ : -0.1%
Tesla $Tesla(TSLA.US$ : -26.3%
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Number of AI acquisitions since 2010:
$Apple(AAPL.US$ : 32 acquisitions
$Alphabet-A(GOOGL.US$ : 21 acquisitions
$Meta Platforms(META.US$ : 18 acquisitions
$Microsoft(MSFT.US$ : 17 acquisitions
$Amazon(AMZN.US$ : 10 acquisitions
Source: CB Insights
$Apple(AAPL.US$ : 32 acquisitions
$Alphabet-A(GOOGL.US$ : 21 acquisitions
$Meta Platforms(META.US$ : 18 acquisitions
$Microsoft(MSFT.US$ : 17 acquisitions
$Amazon(AMZN.US$ : 10 acquisitions
Source: CB Insights
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Wells Fargo today lowered its price target on Tesla $Tesla(TSLA.US$ to $223 from $250 while maintaining its Equal Weight rating
Piper Sandler raised its price target on Facebook $Meta Platforms(META.US$ to $415 from $355 while maintaining its Overweight rating
Wells Fargo raised its price target on Facebook $Meta Platforms(META.US$ to $438 from $402 while maintaining its Overweight rating
Wells Fargo raised its price target on Amazon $Amazon(AMZN.US$ to $197 from $190 while maintai...
Piper Sandler raised its price target on Facebook $Meta Platforms(META.US$ to $415 from $355 while maintaining its Overweight rating
Wells Fargo raised its price target on Facebook $Meta Platforms(META.US$ to $438 from $402 while maintaining its Overweight rating
Wells Fargo raised its price target on Amazon $Amazon(AMZN.US$ to $197 from $190 while maintai...
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$JD.com(JD.US$ has a market cap of $33 Billion but Sales of $152 Billion and their share price is just above its IPO level now from 2014
A P/S of: 0.22
Their issue is their Net Margin which is only 2%
We saw this with $Amazon(AMZN.US$ at the start of 2023, their share price then was at $81 and is now $154, their Net Margin went from 1.9% to 3.8% now
Any improvement on $JDs net margin in their earnings report and the share price reverses.
Current share price is $24
Verdict: Undervalued
A P/S of: 0.22
Their issue is their Net Margin which is only 2%
We saw this with $Amazon(AMZN.US$ at the start of 2023, their share price then was at $81 and is now $154, their Net Margin went from 1.9% to 3.8% now
Any improvement on $JDs net margin in their earnings report and the share price reverses.
Current share price is $24
Verdict: Undervalued
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