Paul de Jong 🌐
@pauldejong_
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Curious student of the market, financial data visualizations (markets, valuations & central banks), MSc Economics.
Amsterdam
Joined November 2010
The market cap of the top five semiconductor companies has experienced an extraordinary exponential growth, surging from a few hundred billion dollars in the early 2010s to over $8 trillion by 2025. $NVDA $AVGO $TSM $ASML $AMD
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Biggest World market cap gains and losses week 42: Losses: $AMZN $LLY $NVO $XIACF $JPM $ANET $SE Gains: $GOOG $AVGO $AAPL $TSLA $WMT $MC $NESN
Biggest World market cap gains and losses week 41: Losses: $AAPL $NVDA $GOOGL $TCEHY $AVGO $BABA $TSLA $TSM Gains: $AMD $NFLX $ORCL $PM $PEP $ANET $NEE
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Expectations for Sectoral Q3: EPS Growth Leaders: *Tech +21% — led by Nvidia (who else?) + rebound in Intel & Micron *Financials +16% — strong beats this week from JPM, GS, and BAC *Utilities +15% — grid power is the new oil. Big growth estimates from NRG and Vistra. Laggards:
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Biggest World market cap gains and losses week 42: Losses: $AMZN $LLY $NVO $XIACF $JPM $ANET $SE Gains: $GOOG $AVGO $AAPL $TSLA $WMT $MC $NESN
Biggest World market cap gains and losses week 41: Losses: $AAPL $NVDA $GOOGL $TCEHY $AVGO $BABA $TSLA $TSM Gains: $AMD $NFLX $ORCL $PM $PEP $ANET $NEE
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Since the 2022 bear market, the Top 10 P/E ratio has rebounded sharply and remains at an elevated level (31), while the S&P 490 P/E ratio is also high but stable (21). $NVDA $MSFT $AAPL $GOOG $AMZN
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Since the 2022 bear market, the Top 10 P/E ratio has rebounded sharply and remains at an elevated level (31), while the S&P 490 P/E ratio is also high but stable (21). $NVDA $MSFT $AAPL $GOOG $AMZN
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Top 5 semiconductor companies: earnings. $NVDA $AVGO $TSM $ASML $AMD
The market cap of the top five semiconductor companies has experienced an extraordinary exponential growth, surging from a few hundred billion dollars in the early 2010s to over $8 trillion by 2025. $NVDA $AVGO $TSM $ASML $AMD
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Top 5 semiconductor companies: earnings. $NVDA $AVGO $TSM $ASML $AMD
The market cap of the top five semiconductor companies has experienced an extraordinary exponential growth, surging from a few hundred billion dollars in the early 2010s to over $8 trillion by 2025. $NVDA $AVGO $TSM $ASML $AMD
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The current rally in gold is substantial, placing it among the top tier of 6-month returns over the last 40-years. Prior cycles have seen momentum carry returns into the 40% to 50% range. $GLD
📌 Gold Gold just clocked one of its largest 6-month rallies. ETF inflows are surging, physical demand refuses to cool, and the move looks more structural than speculative 👉 https://t.co/fAILhp0vXg h/t @GoldmanSachs $gold #gold $gld #gld
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The current rally in gold is substantial, placing it among the top tier of 6-month returns over the last 40-years. Prior cycles have seen momentum carry returns into the 40% to 50% range. $GLD
📌 Gold Gold just clocked one of its largest 6-month rallies. ETF inflows are surging, physical demand refuses to cool, and the move looks more structural than speculative 👉 https://t.co/fAILhp0vXg h/t @GoldmanSachs $gold #gold $gld #gld
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The market cap of the top five semiconductor companies has experienced an extraordinary exponential growth, surging from a few hundred billion dollars in the early 2010s to over $8 trillion by 2025. $NVDA $AVGO $TSM $ASML $AMD
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Today’s momentum regime is far from over if history is any guide. A 5-10% drawdown, if that’s what’s brewing, would most likely present a buying opportunity.
How long do momentum regimes last? Longer than one might suspect. SPX is due for a breather, and could easily correct by 5-10%, but probably won’t peak until late-2026 or longer.
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Biggest World market cap gains and losses week 41: Losses: $AAPL $NVDA $GOOGL $TCEHY $AVGO $BABA $TSLA $TSM Gains: $AMD $NFLX $ORCL $PM $PEP $ANET $NEE
Biggest World market cap gains and losses week 40: Losses: $META $TSLA $NFLX $PM $XOM $JPM $MELI $HD Gains: $NVDA $LLY $TSM $MSFT $AAPL $ROG $BABA $AZN
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US Large-Cap forward EPS estimates have shown the strongest growth since 2020, outpacing the more volatile US Small-Cap and the relatively stagnant European and Emerging Market equities.
📌 EPS Market leadership is widening. US small-caps are catching up fast as EPS growth fires up in both the S&P 500 and Russell 2000—a clear sign the rally is broadening beyond the tech giants 👉 https://t.co/blMxcoFA78 h/t @dailychartbook @SamRo $spx $rut
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Biggest World market cap gains and losses week 41: Losses: $AAPL $NVDA $GOOGL $TCEHY $AVGO $BABA $TSLA $TSM Gains: $AMD $NFLX $ORCL $PM $PEP $ANET $NEE
Biggest World market cap gains and losses week 40: Losses: $META $TSLA $NFLX $PM $XOM $JPM $MELI $HD Gains: $NVDA $LLY $TSM $MSFT $AAPL $ROG $BABA $AZN
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Price-to-Corporate Profits vs subsequent 10-year annualized returns %. $VOO $SPX $SPY
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The most interesting chart I’ve seen in a while, showing the rate of humanity’s tech advancements.
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Price-to-Corporate Profits vs subsequent 10-year annualized returns %. $VOO $SPX $SPY
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