SaaSpocalypse?
Is it a SaaSpocalypse? It has bothered me for some time that technology stocks are all lumped together. “Tech” has become one of those lazy market labels and covers everything from cloud infrastructure to social media advertising to electric cars to semiconductor factories. Your browser does not support the audio element. The Magnificent Seven We […]
The Magnificent Seven
Who are the Magnificent Seven? You’ve probably heard the expression. They are a group of companies that collectively make up more than one quarter of the S&P 500, and over half of the Nasdaq 100. They are: Microsoft (MSFT): $2.965 trillion Apple (AAPL): $2.623 trillion NVIDIA (NVDA): $2.065 trillion […]
