Featured Tech Stocks represent leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. These firms are market leaders, significantly affecting the tech sector and broader economy.
$Disney (DIS.US)$
Top Holdings:
1. $Apple (AAPL.US)$ 26.2% of the portfolio, valued at $69.9 billion. Despite recent trimming of the stake, Apple remains the largest holding.
2. $American Express (AXP.US)$ 15.4%, valued at $41.1 billion.
3. $Bank of America (BAC.US)$ 11.9%, worth $31.7 billion, though the stake was reduced by 23% in Q3.
4. $Coca-Cola (KO.US)$ 10.8%...
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$Tesla (TSLA.US)$
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$NVIDIA (NVDA.US)$
The analysts know that each subsequent quarter will have diminishing returns in terms of YoY revenue growth compared to the +265% down to +94% three quarters later. Once the AI infrastructure is built out demand will dry up rapidly, not to mention that Jensen is already talking about "demand from o...
https://x.com/TheSonOfWalkley/status/1860406066544017866?t=eE3JT-CwWI17Y2yeWZKQbg&s=19
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