To The Moon

Big-Tech’s PerformanceInterest rate cuts officially occurred, and to the surprise of investors. 50 basis points seems to be more than expected, in fact, also contains the July did not cut interest rates "compensation", but also indicates that it will focus on the shift from controlling inflation to promote full employment.Although the rate cut is regarded as the market's "cardiac needle", the market also opened the early "carnival mode", but Powell mentioned that the neutral interest rate may be higher than the pre-pandemic level, meaning that the future speed of interest rate cuts may be slower than the market expected.But can not be ignored is that the interest rate inversion is still with the recession between the existence of a positive correlation.Historical data show that since 1954,

Big-Tech’s PerformanceThis week's market was, in four words, a "comeback".After last week's jobs report, the entire market began to expect the first rate cut and priced in a different "recession or no recession".Risky and safe-haven assets took turns in the flow of funds, and as a result, volatility rose in the market.But this week's strength in tech stocks, such as Tesla's FSD expectation boost, Apple's launch superstar, and NVIDIA's Jen-Hsun Huang reiterating the market's strong demand for AI in his talk, have all rekindled investor sentiment towards tech companies.The market is now implying that the Fed, by December, will cut rates by 100 basis points, and by June next year by more than 200 basis points to around the 3% level.By the close of trading on September 12, big tech companies w

Big-Tech’s PerformanceThe U.S. stock market was divided this week, with the $DJIA(.DJI)$ Dow Jones reaching record highs in a row while the $NASDAQ(.IXIC)$ slowly retraced its steps.Obviously, the interest rate cut market is more favorable to growth stocks, why growth companies instead of performance is weaker?In fact, the main thing that caused the Nasdaq to pull back was the highs and lows of the big tech companies that are heavyweights.Nvidia's earnings this week attracted the attention of the whole market, but in the almost impeccable financial results after there are still 6 points of decline, nothing more than to prove that the current market on its performance statement is expected to be full of s

Big-Tech’s PerformanceTech stocks remained steady for the first four days of the week, rallying continuously following last week's panic sell-off.The market has not given up on further rate cut expectations, despite the scenario that Fed officials are less dovish than the market expects, and rate cut expectations have receded.In addition, cash-flow rich companies still have a large amount of buybacks to support the stock price after the earnings reportThrough the close of trading on August 23rd, the big tech companies have had mixed performances over the past week, but all have fluctuated without hitting. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ +1.55% and $NVIDIA Corp(NV

Big-Tech’s PerformanceSince last week's feared sell-off, the broader U.S. stock market has rallied strongly in back-to-back weeks, and NASDAQ has regained the ground it has lost since August, with some tech stocks once again nearing new highs. the CPI data fell as expected, paving the way for the Federal Reserve to cut interest rates.The quant-led market is once again in a building rhythm, with the fear index at record lows.Typically, if the market enters a buying streak, that stacking effect causes the market to accelerate its recovery.Through the close of trading on August 16th, the big tech companies factor rallied over the past week. $Tesla (TSLA)$ +6.34%, followed by $Amazon (AM

Big-Tech’s PerformanceMarkets were volatile this week, with panic reaching a set point on Monday, recessionary trading taking over with poor nonfarm payrolls data, overlaid with a strengthening yen, exit from the arbitrage trade, and potential geopolitical events, leading to sharp pullbacks in global collared indices, and then a rebound after excessive panic, and Thursday's "looks OK!The broader market took a breather with Thursday's "looking good" jobless claims data.Through the close of trading on August 8, big tech companies have also been volatile over the past week.The best performer was $Meta Platforms, Inc.(META)$ +2.39% which gave investors confidence after earnings, while the rest closed lower, $Appl

Big-Tech’s PerformanceBig Tech earnings week was accompanied by a much more volatile market with the Fed's FOMC meeting.Several of the giants had their own poor earnings performances, but while the AI-enhanced results still exceeded expectations, it was the different other businesses that diverged a bit with the inter-industry trends.By the close of trading on August 1, all of the big techs closed lower this past week.The best performer was earnings-added $Meta Platforms, Inc.(META)$ +9.78%, then $Alphabet(GOOG)$ $Alphabet(GOOGL)$ +2.08%, $Amazon.com(AMZN)$ +2.35% however plunged back down after earnings,

Big-Tech’s PerformanceThe big tech earnings season has officially begun, but this July is clearly a month of heightened volatility, superimposed on a variety of scenarios such as the "Trump trade" and the "interest rate cut trade", and it seems that investors have begun to worry about the risks associated with the over-concentration of big tech.As Tesla and Google's earnings this week did not ease market sentiment, on the contrary, it is more likely to force out the "risk aversion", on the contrary, the yen previously caught in the Carry Trade was released.That the next few other big technologies to leave the space is very small.Through the close of trading on July 25th, all of the big techs closed lower over the past week.The top performers were

Big-Tech’s PerformanceThe rotation of U.S. stocks continues, and led by technology stocks, a vote for this year's large gains in the company's pullback, so that the Nasdaq index recently fell consecutively.Despite the increased likelihood of a rate cut on the macro front, the market's "bullish sentiment" has clearly been broken, and the increased divergence among investors has led to increased volatility.With the approach of the earnings season, the expectations of the full of the company may be subject to a greater test. Netflix this week's earnings report is relatively good, but a number of misunderstandings, still to the market scared out of a cold sweat.By the close of trading on July 18, the best performer over the past week was $Tesla Motors(TSL

Big-Tech’s PerformanceOn July 11th, the Nasdaq gave back a week's worth of gains after hitting two straight new highs.In the past week, the technology giants took turns to hit new highs, but in the unexpected cold CPI index came out, the market pricing rate cuts are expected to be more, but the funds flow back to small-cap stocks, but also to a certain extent balanced the head of the individual equity weighting "over-concentration" of the problem.Will this be the second half of the overall trend? Or is it a blip? The key is still to see how the rate cut is expected and lands.The best performers over the past week through the July 11 close were $Apple(AAPL)$ +2.72%, $Meta Platforms, Inc.(META)$ +0.54%,

Big-Tech’s PerformanceJuly 3 was the highest positive return day for the S&P since 1928 (72.41%), and the broader market continues to trade back and forth to new highs.The first half of July was also the best two-week trading period of the year for the S&P 500 in terms of median returns.The S&P 500 has had nine consecutive years of positive July returns, averaging 3.66%.And Tesla's majestic week has pulled the overall Big Tech Index return to new highs once again, with the Magnificent 7's return differential relative to the rest of the S&P 500 coming in at a new high.By the close of trading on July 3, the best performers over the past week were $Tesla Motors(TSLA)$ +25.47%, $Apple(AAPL)$ +

Big-Tech’s PerformanceThis week was the last week of the first half of the year, and the broader market hovered near new highs with no surprises. NVIDIA's push to new highs came to an end and gave more inflows to other tech stocks. In addition to AI-related software growth stocks, MSFT, AMZN, and GOOGL among the big tech companies are making new highs, while META is also near a new high. As for TSLA, there is also a line breaking out of the uptrend that has been consolidating for more than 2 months.The best performers over the past week through the close of trading on June 27 were $Tesla Motors(TSLA)$ +8.73%, $Amazon.com(AMZN)$ +6.31%, $Alphabet(GOOGL)$

Big-Tech’s PerformanceThis week, tech companies led the index to new highs, but also caused concern among some investors. The amount of money pooled in Nvidia in the short term is very large, amid important events such as index shifts, while Apple should pull back for a potential $10 billion outflow.Through the close of trading on June 21, the best performers over the past week were $NVIDIA Corp(NVDA)$ +4.46%, $Tesla Motors(TSLA)$ +2.41%, $Microsoft(MSFT)$ +1.05%, $Amazon.com(AMZN)$ -0.42%, $Alphabet(GOOG)$ $Alphabet(GOOGL)$ -0.84%,

Snowflake $Snowflake(SNOW)$ was once one of the investment darlings due to Warren Buffett’s 0.3% stake in Snowflake within his Berkshire Hathaway portfolio. The year-to-date return is -32%. It is currently trading at USD127.60, which is 68% below its all-time high of USD 401.89. The main reasons for its poor stock performance are: Slowing Revenue Growth: Its revenue growth has slowed down drastically. For example, the average quarterly year-over-year revenue growth in 2022 was 106%, but it is now 32% in the latest quarter (1Q2025). High Valuations: Investors are growing impatient with its high valuations. The forward P/E ratio is 185x. I often think that a company needs to turn profitable before its revenue growth slows down drastically; otherwi

🟩 In this comprehensive video, Iggy from The Investing Iguana channel delves into the lucrative opportunities presented by the AI wave and its impact on the data center industry. With AI and machine learning technologies requiring massive amounts of data storage, data centers have become a crucial component in supporting this technological revolution. $Mapletree Ind Tr(ME8U.SI)$ $Keppel DC Reit(AJBU.SI)$ Iggy provides an in-depth analysis of four Singapore-listed REITs and business trusts that are well-positioned to capitalize on the growing demand for data centers. From Keppel DC REIT, Asia's inaugural pure-play data center REIT, to Digital Core REIT, sponsored by the world's largest data center o

Big-Tech’s PerformanceIf the tide goes out, who's the first to be caught swimming naked? I'm afraid that's a topic tech companies are starting to worry about this week.While NVDA's earnings continue to indicate strong demand, the hardware cycle tends to lag behind software, and this week's earnings reports from several software companies gave sensitive investors in the market a hint of danger. Combined with poor Treasury auctions, U.S. bond yields remain high, and hawkish responses from top Fed officials have put pressure on stock market liquidity as well.By the close of trading on May 20, the best performer over the past week was $NVIDIA Corp(NVDA)$ +16.38%, followed by $Apple(AAPL)$ +0.2%, while all oth

Big-Tech’s PerformanceNVIDIA earnings is the biggest focus across the market. Excellent earnings once again exceeded already high expectations, while guidance was boosted and inventories stayed low to show that AI demand remains strong.By the close of trading on May 23, the best performer over the past week was $NVIDIA Corp(NVDA)$ +10%, followed by $Microsoft(MSFT)$ +1.43%, while all others closed lower, $Alphabet(GOOGL)$ $Alphabet(GOOG)$ -0.36%, $Tesla Motors(TSLA)$ -0.63%, $Amazon.com(AMZN)$ -1.4%,

Big-Tech’s PerformanceThis week, despite Powell's "weak hawkish" statement, but the April CPI showed signs of a slight retreat, the market once again wild, the three major stock indexes to new highs.Despite the reemergence of meme stocks in the first half of the week, times are different now, and it's difficult to have a continuous surge without a massive short squeeze. On the contrary, the emergence of ChatGPT 4o once again brought up AI fever, just next week is NVIDIA earnings, the market focus once again returned to the big technology.By the close of trading on May 16, the best performer over the past week was $NVIDIA Corp(NVDA)$ +6.32%, followed by $Apple(AAPL)$ +2.86%,

Big-Tech’s PerformanceThe impact of the delayed interest rate cut has made the earnings season tougher for growth stocks, with any indicators such as current quarter results, forward guidance, and industry competition worrying investors and potentially causing a selloff, and fewer losses overall. On the contrary, the big technology companies are also more certain expectations, higher quality assets are favored by investors.Through the close of trading on May 9, the best performers over the past week were $Meta Platforms, Inc.(META)$ +7.64%, which will rebound from its earnings plunge, followed by $Apple(AAPL)$ +6.67%, which strongly rebounded after earnings, then $Mi

Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, $Tesla Motors(TSLA)$ with a sentiment reversal of +13.51%, followed by $Apple(AAPL)$ , which was unaffected by earnings,

Big-Tech’s PerformanceInterest rate cuts officially occurred, and to the surprise of investors. 50 basis points seems to be more than expected, in fact, also contains the July did not cut interest rates "compensation", but also indicates that it will focus on the shift from controlling inflation to promote full employment.Although the rate cut is regarded as the market's "cardiac needle", the market also opened the early "carnival mode", but Powell mentioned that the neutral interest rate may be higher than the pre-pandemic level, meaning that the future speed of interest rate cuts may be slower than the market expected.But can not be ignored is that the interest rate inversion is still with the recession between the existence of a positive correlation.Historical data show that since 1954,

Big-Tech’s PerformanceThis week's market was, in four words, a "comeback".After last week's jobs report, the entire market began to expect the first rate cut and priced in a different "recession or no recession".Risky and safe-haven assets took turns in the flow of funds, and as a result, volatility rose in the market.But this week's strength in tech stocks, such as Tesla's FSD expectation boost, Apple's launch superstar, and NVIDIA's Jen-Hsun Huang reiterating the market's strong demand for AI in his talk, have all rekindled investor sentiment towards tech companies.The market is now implying that the Fed, by December, will cut rates by 100 basis points, and by June next year by more than 200 basis points to around the 3% level.By the close of trading on September 12, big tech companies w

Big-Tech’s PerformanceThe U.S. stock market was divided this week, with the $DJIA(.DJI)$ Dow Jones reaching record highs in a row while the $NASDAQ(.IXIC)$ slowly retraced its steps.Obviously, the interest rate cut market is more favorable to growth stocks, why growth companies instead of performance is weaker?In fact, the main thing that caused the Nasdaq to pull back was the highs and lows of the big tech companies that are heavyweights.Nvidia's earnings this week attracted the attention of the whole market, but in the almost impeccable financial results after there are still 6 points of decline, nothing more than to prove that the current market on its performance statement is expected to be full of s

Big-Tech’s PerformanceTech stocks remained steady for the first four days of the week, rallying continuously following last week's panic sell-off.The market has not given up on further rate cut expectations, despite the scenario that Fed officials are less dovish than the market expects, and rate cut expectations have receded.In addition, cash-flow rich companies still have a large amount of buybacks to support the stock price after the earnings reportThrough the close of trading on August 23rd, the big tech companies have had mixed performances over the past week, but all have fluctuated without hitting. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ +1.55% and $NVIDIA Corp(NV

Big-Tech’s PerformanceMarkets were volatile this week, with panic reaching a set point on Monday, recessionary trading taking over with poor nonfarm payrolls data, overlaid with a strengthening yen, exit from the arbitrage trade, and potential geopolitical events, leading to sharp pullbacks in global collared indices, and then a rebound after excessive panic, and Thursday's "looks OK!The broader market took a breather with Thursday's "looking good" jobless claims data.Through the close of trading on August 8, big tech companies have also been volatile over the past week.The best performer was $Meta Platforms, Inc.(META)$ +2.39% which gave investors confidence after earnings, while the rest closed lower, $Appl

Big-Tech’s PerformanceSince last week's feared sell-off, the broader U.S. stock market has rallied strongly in back-to-back weeks, and NASDAQ has regained the ground it has lost since August, with some tech stocks once again nearing new highs. the CPI data fell as expected, paving the way for the Federal Reserve to cut interest rates.The quant-led market is once again in a building rhythm, with the fear index at record lows.Typically, if the market enters a buying streak, that stacking effect causes the market to accelerate its recovery.Through the close of trading on August 16th, the big tech companies factor rallied over the past week. $Tesla (TSLA)$ +6.34%, followed by $Amazon (AM

Big-Tech’s PerformanceBig Tech earnings week was accompanied by a much more volatile market with the Fed's FOMC meeting.Several of the giants had their own poor earnings performances, but while the AI-enhanced results still exceeded expectations, it was the different other businesses that diverged a bit with the inter-industry trends.By the close of trading on August 1, all of the big techs closed lower this past week.The best performer was earnings-added $Meta Platforms, Inc.(META)$ +9.78%, then $Alphabet(GOOG)$ $Alphabet(GOOGL)$ +2.08%, $Amazon.com(AMZN)$ +2.35% however plunged back down after earnings,

Big-Tech’s PerformanceThe big tech earnings season has officially begun, but this July is clearly a month of heightened volatility, superimposed on a variety of scenarios such as the "Trump trade" and the "interest rate cut trade", and it seems that investors have begun to worry about the risks associated with the over-concentration of big tech.As Tesla and Google's earnings this week did not ease market sentiment, on the contrary, it is more likely to force out the "risk aversion", on the contrary, the yen previously caught in the Carry Trade was released.That the next few other big technologies to leave the space is very small.Through the close of trading on July 25th, all of the big techs closed lower over the past week.The top performers were

Big-Tech’s PerformanceThe rotation of U.S. stocks continues, and led by technology stocks, a vote for this year's large gains in the company's pullback, so that the Nasdaq index recently fell consecutively.Despite the increased likelihood of a rate cut on the macro front, the market's "bullish sentiment" has clearly been broken, and the increased divergence among investors has led to increased volatility.With the approach of the earnings season, the expectations of the full of the company may be subject to a greater test. Netflix this week's earnings report is relatively good, but a number of misunderstandings, still to the market scared out of a cold sweat.By the close of trading on July 18, the best performer over the past week was $Tesla Motors(TSL

Big-Tech’s PerformanceOn July 11th, the Nasdaq gave back a week's worth of gains after hitting two straight new highs.In the past week, the technology giants took turns to hit new highs, but in the unexpected cold CPI index came out, the market pricing rate cuts are expected to be more, but the funds flow back to small-cap stocks, but also to a certain extent balanced the head of the individual equity weighting "over-concentration" of the problem.Will this be the second half of the overall trend? Or is it a blip? The key is still to see how the rate cut is expected and lands.The best performers over the past week through the July 11 close were $Apple(AAPL)$ +2.72%, $Meta Platforms, Inc.(META)$ +0.54%,

Big-Tech’s PerformanceJuly 3 was the highest positive return day for the S&P since 1928 (72.41%), and the broader market continues to trade back and forth to new highs.The first half of July was also the best two-week trading period of the year for the S&P 500 in terms of median returns.The S&P 500 has had nine consecutive years of positive July returns, averaging 3.66%.And Tesla's majestic week has pulled the overall Big Tech Index return to new highs once again, with the Magnificent 7's return differential relative to the rest of the S&P 500 coming in at a new high.By the close of trading on July 3, the best performers over the past week were $Tesla Motors(TSLA)$ +25.47%, $Apple(AAPL)$ +

Big-Tech’s PerformanceThis week was the last week of the first half of the year, and the broader market hovered near new highs with no surprises. NVIDIA's push to new highs came to an end and gave more inflows to other tech stocks. In addition to AI-related software growth stocks, MSFT, AMZN, and GOOGL among the big tech companies are making new highs, while META is also near a new high. As for TSLA, there is also a line breaking out of the uptrend that has been consolidating for more than 2 months.The best performers over the past week through the close of trading on June 27 were $Tesla Motors(TSLA)$ +8.73%, $Amazon.com(AMZN)$ +6.31%, $Alphabet(GOOGL)$

Big-Tech’s PerformanceThis week, tech companies led the index to new highs, but also caused concern among some investors. The amount of money pooled in Nvidia in the short term is very large, amid important events such as index shifts, while Apple should pull back for a potential $10 billion outflow.Through the close of trading on June 21, the best performers over the past week were $NVIDIA Corp(NVDA)$ +4.46%, $Tesla Motors(TSLA)$ +2.41%, $Microsoft(MSFT)$ +1.05%, $Amazon.com(AMZN)$ -0.42%, $Alphabet(GOOG)$ $Alphabet(GOOGL)$ -0.84%,

Big-Tech’s PerformanceIf the tide goes out, who's the first to be caught swimming naked? I'm afraid that's a topic tech companies are starting to worry about this week.While NVDA's earnings continue to indicate strong demand, the hardware cycle tends to lag behind software, and this week's earnings reports from several software companies gave sensitive investors in the market a hint of danger. Combined with poor Treasury auctions, U.S. bond yields remain high, and hawkish responses from top Fed officials have put pressure on stock market liquidity as well.By the close of trading on May 20, the best performer over the past week was $NVIDIA Corp(NVDA)$ +16.38%, followed by $Apple(AAPL)$ +0.2%, while all oth

Big-Tech’s PerformanceNVIDIA earnings is the biggest focus across the market. Excellent earnings once again exceeded already high expectations, while guidance was boosted and inventories stayed low to show that AI demand remains strong.By the close of trading on May 23, the best performer over the past week was $NVIDIA Corp(NVDA)$ +10%, followed by $Microsoft(MSFT)$ +1.43%, while all others closed lower, $Alphabet(GOOGL)$ $Alphabet(GOOG)$ -0.36%, $Tesla Motors(TSLA)$ -0.63%, $Amazon.com(AMZN)$ -1.4%,

Big-Tech’s PerformanceThis week, despite Powell's "weak hawkish" statement, but the April CPI showed signs of a slight retreat, the market once again wild, the three major stock indexes to new highs.Despite the reemergence of meme stocks in the first half of the week, times are different now, and it's difficult to have a continuous surge without a massive short squeeze. On the contrary, the emergence of ChatGPT 4o once again brought up AI fever, just next week is NVIDIA earnings, the market focus once again returned to the big technology.By the close of trading on May 16, the best performer over the past week was $NVIDIA Corp(NVDA)$ +6.32%, followed by $Apple(AAPL)$ +2.86%,

Snowflake $Snowflake(SNOW)$ was once one of the investment darlings due to Warren Buffett’s 0.3% stake in Snowflake within his Berkshire Hathaway portfolio. The year-to-date return is -32%. It is currently trading at USD127.60, which is 68% below its all-time high of USD 401.89. The main reasons for its poor stock performance are: Slowing Revenue Growth: Its revenue growth has slowed down drastically. For example, the average quarterly year-over-year revenue growth in 2022 was 106%, but it is now 32% in the latest quarter (1Q2025). High Valuations: Investors are growing impatient with its high valuations. The forward P/E ratio is 185x. I often think that a company needs to turn profitable before its revenue growth slows down drastically; otherwi

Big-Tech’s PerformanceThe impact of the delayed interest rate cut has made the earnings season tougher for growth stocks, with any indicators such as current quarter results, forward guidance, and industry competition worrying investors and potentially causing a selloff, and fewer losses overall. On the contrary, the big technology companies are also more certain expectations, higher quality assets are favored by investors.Through the close of trading on May 9, the best performers over the past week were $Meta Platforms, Inc.(META)$ +7.64%, which will rebound from its earnings plunge, followed by $Apple(AAPL)$ +6.67%, which strongly rebounded after earnings, then $Mi

🟩 In this comprehensive video, Iggy from The Investing Iguana channel delves into the lucrative opportunities presented by the AI wave and its impact on the data center industry. With AI and machine learning technologies requiring massive amounts of data storage, data centers have become a crucial component in supporting this technological revolution. $Mapletree Ind Tr(ME8U.SI)$ $Keppel DC Reit(AJBU.SI)$ Iggy provides an in-depth analysis of four Singapore-listed REITs and business trusts that are well-positioned to capitalize on the growing demand for data centers. From Keppel DC REIT, Asia's inaugural pure-play data center REIT, to Digital Core REIT, sponsored by the world's largest data center o

Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, $Tesla Motors(TSLA)$ with a sentiment reversal of +13.51%, followed by $Apple(AAPL)$ , which was unaffected by earnings,