#Megacaptech - Twitter Hashtag

about 21 hours ago

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

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Global Macro Quant | 미국주총꾼 (KR) @US_MacroQuant

3 days ago

@jasongoepfert Mega-Cap Tech 🚨 A POWERFUL SEASONAL WINDOW FOR MEGA-CAP TECH MAY BE OPENING Historical returns after July: 1M: +3.1% 3M: +5.3% 6M: +13.9% 12M: +31.1% 12M win rate: 77.1% The trend is hard to ignore. 📷 #MegaCapTech #NASDAQ #Stocks #Investing

US_MacroQuant's tweet photo. @jasongoepfert Mega-Cap Tech

🚨 A POWERFUL SEASONAL WINDOW FOR MEGA-CAP TECH MAY BE OPENING

Historical returns after July:
1M: +3.1%
3M: +5.3%
6M: +13.9%
12M: +31.1%
12M win rate: 77.1%

The trend is hard to ignore. 📷
#MegaCapTech #NASDAQ #Stocks #Investing https://t.co/XH0sE0DecD

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Global Macro Quant | 미국주총꾼 (KR) @US_MacroQuant

3 days ago

Mega-Cap Tech 🚨 A POWERFUL SEASONAL WINDOW FOR MEGA-CAP TECH MAY BE OPENINGHistorical returns after July: 1M: +3.1% 3M: +5.3% 6M: +13.9% 12M: +31.1% 12M win rate: 77.1% The trend is hard to ignore. 📈 #MegaCapTech #NASDAQ #Stocks #Investing

US_MacroQuant's tweet photo. Mega-Cap Tech

🚨 A POWERFUL SEASONAL WINDOW FOR MEGA-CAP TECH MAY BE OPENINGHistorical returns after July:

1M: +3.1%
3M: +5.3%
6M: +13.9%
12M: +31.1%
12M win rate: 77.1%

The trend is hard to ignore. 📈
#MegaCapTech #NASDAQ #Stocks #Investing https://t.co/jcnvH468Y9

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Capital Edge Desk

@KDollarBill_

16 days ago

[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

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Himanshu Arora @arorahimanshu83

2 months ago

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

arorahimanshu83's tweet photo. 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 https://t.co/CZbtqk3lON

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Banríon Capital Management @Banrion_Capital

over 1 year ago

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

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FXKILLA 📊 @FX_PIPHunter

over 2 years ago

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

FX_PIPHunter's tweet photo. 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 https://t.co/mfXPsPcBoT

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FXKILLA 📊 @FX_PIPHunter

over 2 years ago

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.

FX_PIPHunter's tweet photo. 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. https://t.co/hORfxtzhL4

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FXKILLA 📊 @FX_PIPHunter

over 2 years ago

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.

FX_PIPHunter's tweet photo. 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. https://t.co/4Uwglqj6Rq

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Laurent Lequeu

@LLequeu

almost 3 years ago

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.

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Club De Inversionistas CDI

@somoscdi

almost 3 years ago

👀👀 Las #MegaCap #technology sobre $IWM está en su punto más alto desde 2000. @HyenukChu #Inversiones #MegaCapTech #Diversificacion

somoscdi's tweet photo. 👀👀
Las #MegaCap #technology sobre $IWM está en su punto más alto desde 2000.
@HyenukChu

#Inversiones #MegaCapTech #Diversificacion https://t.co/MDfmGYDwx8

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Laurent Lequeu

@LLequeu

about 3 years ago

📈 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.

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Laurent Lequeu

@LLequeu

about 3 years ago

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…

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Laurent Lequeu

@LLequeu

about 3 years ago

#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.

LLequeu's tweet photo. #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. https://t.co/T2ZIUjPUmt

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Laurent Lequeu

@LLequeu

over 3 years ago

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….

LLequeu's tweet photo. 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…. https://t.co/gkgyfio8FN

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Caleb Franzen

@CalebFranzen

over 3 years ago

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

CalebFranzen's tweet photo. 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 https://t.co/ysp7QKn5Nj

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Laurent Lequeu

@LLequeu

over 3 years ago

As #FMCG companies continue to pass through higher #prices, the #staples seem in a good position to record higher #margin in 2023. Outside its defensive and low #beta characteristics, the sector is a safe haven for investors who still have too heavy exposure to #MegaCapTech.

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Laurent Lequeu

@LLequeu

over 3 years ago

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.

LLequeu's tweet photo. 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. https://t.co/h5Wt2ewOu2

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Laurent Lequeu

@LLequeu

over 3 years ago

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.