Armin Kayhan
liked
Active managers had less than 25% exposure to equities in late October when the S&P 500 was at 4,100.
Today their equity exposure has jumped to 104% (leveraged long) with the S&P 500 above 5,100. This is their highest exposure since Nov 2021.
$Invesco QQQ Trust(QQQ.US$ $SPDR S&P 500 ETF(SPY.US$ $S&P 500 Index(.SPX.US$ $Nasdaq Composite Index(.IXIC.US$ $Dow Jones Industrial Average(.DJI.US$
Today their equity exposure has jumped to 104% (leveraged long) with the S&P 500 above 5,100. This is their highest exposure since Nov 2021.
$Invesco QQQ Trust(QQQ.US$ $SPDR S&P 500 ETF(SPY.US$ $S&P 500 Index(.SPX.US$ $Nasdaq Composite Index(.IXIC.US$ $Dow Jones Industrial Average(.DJI.US$
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Armin Kayhan
commented on
$Broadcom (AVGO.US)$ The buliding of AI requires infrastructure blocks and parts. There is many companies that are part of building this infrastructure but only few are the ones that have no true competitor.
What AVGO does, can be done by Cisco and others. SMCI has plenty of competitors , such as DELL and so on.
NVDA has no competitor, that's not because NVDA is a genius and Noone can replicate what NVDA does, but because Chip companies ignored the graphic chip market and left it to N...
What AVGO does, can be done by Cisco and others. SMCI has plenty of competitors , such as DELL and so on.
NVDA has no competitor, that's not because NVDA is a genius and Noone can replicate what NVDA does, but because Chip companies ignored the graphic chip market and left it to N...
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Armin Kayhan
commented on
$TeraWulf(WULF.US$ how is this not going up with Bitcoin prices being so high? @Trytosaveabit I have been trying to figure out all day how this is not tethered to the Bitcoin price going up and was wondering if you had insight?
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