MACKGforEver
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Central banks are STOCKING UP on gold:
Since 2022, China has bought a record ~290 tonnes of gold.
Last year alone, China acquired more than 225 tonnes of the metal.
China's central bank increased its gold holdings for 17 straight months.
In 2022 and 2023, world central banks bought 1081 and 1037 tonnes of gold, respectively.
Prior to 2022, there was never a year in history with 1,000+ tonnes of central bank gold purchases.
Have central banks lost faith in their own currencies?
$Barrick Gold(GOLD.US$ $SPDR Gold ETF(GLD.US$ $S&P 500 Index(.SPX.US$ $Nasdaq Composite Index(.IXIC.US$ $Dow Jones Industrial Average(.DJI.US$
Since 2022, China has bought a record ~290 tonnes of gold.
Last year alone, China acquired more than 225 tonnes of the metal.
China's central bank increased its gold holdings for 17 straight months.
In 2022 and 2023, world central banks bought 1081 and 1037 tonnes of gold, respectively.
Prior to 2022, there was never a year in history with 1,000+ tonnes of central bank gold purchases.
Have central banks lost faith in their own currencies?
$Barrick Gold(GOLD.US$ $SPDR Gold ETF(GLD.US$ $S&P 500 Index(.SPX.US$ $Nasdaq Composite Index(.IXIC.US$ $Dow Jones Industrial Average(.DJI.US$
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Some interesting comment on Apple $Apple(AAPL.US$ out of $Morgan Stanley(MS.US$ tonite, Reit OW and $220 Price Target
A) Contrary to market expectations, our Greater China Tech Hardware colleagues
just raised their June quarter iPhone builds.
B) New build forecasts point to 3-5% upside vs. our March and June quarter iPhone
shipment forecasts.
"our Greater China Tech Hardware colleagues just raised their June quarter iPhone build expectations by 5%, or 2m
units, to 39m units (-5% Y/Y) cit...
A) Contrary to market expectations, our Greater China Tech Hardware colleagues
just raised their June quarter iPhone builds.
B) New build forecasts point to 3-5% upside vs. our March and June quarter iPhone
shipment forecasts.
"our Greater China Tech Hardware colleagues just raised their June quarter iPhone build expectations by 5%, or 2m
units, to 39m units (-5% Y/Y) cit...
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My regarded ass isn’t sure what to make of it, but seemed kind of interesting 🐎 $Tesla(TSLA.US$ $NVIDIA(NVDA.US$
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$Arm Holdings(ARM.US$ $ARM CEO says AI energy needs are not sustainable. By the end of the decade, AI data centers could consume as much as 20-25% of US power requirements. Today it's 4%
Also, one query with ChapGPT requires 2.9 watt-hours of electricity on average, that's nearly 10x as much as a Google search.
Wowza
Also, one query with ChapGPT requires 2.9 watt-hours of electricity on average, that's nearly 10x as much as a Google search.
Wowza
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MACKGforEver
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Who do you think hits a $2 Trillion valuation first?
Amazon $Amazon(AMZN.US$ or Google $Alphabet-A(GOOGL.US$
Amazon $Amazon(AMZN.US$ or Google $Alphabet-A(GOOGL.US$
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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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