Top Tweets for #MegacapTech
Mega-cap tech off the highs: Opportunity or trap? Memory stocks: Value or value trap? @LizThomasStrat goes rapid-fire on her picks:
#investing #megacaptech #stocks
[After-Hours / Mega Cap & Semiconductor] snapshot
$MSFT
$BE
$META
$TSM
$TSLA
$AAPL
$NVDA
$SPXC
$MU
$GOOG
Key notes:
Massive tape divergence absent after bell; only memory semis and clean energy hold light downside bias.
#MegaCapTech #Semiconductors #MarketSnapshot
![KDollarBill_'s tweet photo. [After-Hours / Mega Cap & Semiconductor] snapshot
$MSFT
$BE
$META
$TSM
$TSLA
$AAPL
$NVDA
$SPXC
$MU
$GOOG
Key notes:
Massive tape divergence absent after bell; only memory semis and clean energy hold light downside bias.
#MegaCapTech #Semiconductors #MarketSnapshot](https://pbs.twimg.com/media/HNS7gIOWIAAZcaC.png)
Caution: The S&P 500 is now more concentrated than at the dot-com peak
41¢ of every $1 you invest flows into just 10 stocks. 35¢ goes to the Magnificent 7 alone.~50¢ is tied to AI-linked names
The other 490 stocks? Merely passengers
#Investing #SP500 #StockMarket #AI #MegaCapTech
CEO @shanas621 joined @alexlcohen on @Reuters to discuss long-term trends in #megacaptech #stocks, noting while she likes big names like $NVDA, she's looking at themes and names that have been ignored like $MRVL and $AVGO as #AI evolves. https://t.co/8fDryEIect
ICYMI. This thread with charts on @BehavioralMacro
$MSTR $COIN #bitcoin $SMCI $NVDA $GC_F $GLD $GDX #megacaptech
Wed 31 Jan, #MarketCommentary: The #Nasdaq100 fell Wednesday after a #MegaCapTech #company #Alphabet $GOOGL posted its latest #QuarterlyResults. #WallStreet also looked toward the #FederalReserve’s decision on #InterestRatePolicy.
The #TechHeavyBenchmark lost 1.1%. $SPX $QQQ
This week marks the busiest slate of the #EarningsSeason, with 19% of the $SPX reporting earnings. #MegaCapTech names #Microsoft, #Apple, #Meta, #Amazon & #Alphabet — part of the core group of #BigTechCompanies that have led this year’s rally — will be posting their results.
Mon 29 Jan, #MarketCommentary: On Monday, #US #indices closed fresh record high as #WallStreet, #traders & #investors, looked toward several #MegaCapTech #EarningsResults & the #FederalReserve's decision on #InterestRates, both of which are scheduled for this week.
It has been a rough Q3 2023 earnings season so far for the #Megacaptech but it was even worst for the #US #Smallcaps with the $RTY struggling to beat its already low preseason hurdle.
👀👀
Las #MegaCap #technology sobre $IWM está en su punto más alto desde 2000.
@HyenukChu
#Inversiones #MegaCapTech #Diversificacion
📈 The combined market cap of 8 #megacaptech stocks surpasses #Energy, #Materials, #Industrials, #Financials, & Real Estate.
Would the market #meltup continue it will have to come from a #rotation while the #magnificent7 don’t disappoint in the coming #earnings release.
Tomorrow's leaders are unlikely to be today’s rulers and #investors should understand that following the crowd in the #MegaCapTech trade could harm their portfolios.
Stay diversified and cautious…
#US equity YTD performance remains driven by the 5 #MegaCapTech which have accounted for 89% of the #SPX performance. The market breadth has contracted to 1 #STDEV below average for the 1st time since 2020.
Looking at the #Megacaptech, #flows turned negative…a sign that #FOMO may have reached its peak ahead of a week full of #earnings for this segment of the market…
As technical of the #FAANG looks poor, risks remained skewed to the downside for equity markets from here….
The S&P 500 Top 50 ETF $XLG is stair-stepping higher; however, shares are trading at the upper-bound of this parallel channel.
We technically retested the resistance zone yesterday, but shares were only down -0.03% today.
Tomorrow could be an important day... #MegaCapTech
Contrary to their exceptional outperformance YTD compared to the rest of the #SPX, #MegaCapTech have seen their #EPS revisions revised lower & faster than for the rest of the index.
Looking at #buybacks, #Banks and #Energy companies returned their exceptional #profits with massive buybacks last year, offsetting the decline in #MegaCapTech repurchases.
These three sectors will likely cut repurchases in 2023.
🏆 Mega Caps just reported their worst Free Cash Flow 🚰 in 25 years.
$QQQ
h/t @TaviCosta
@SamanthaLaDuc @t1alpha Starting to wonder if #MegaCapTech was in a bubble since 2014... ie $AMZN and is now coming into normality... maybe $TSLA too??
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