Holger Zschaepitz
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Holger Zschäpitz is market maniac and Author of 'Schulden ohne Sühne?' a book on states' addictiveness to debt.
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#Schuldensuehner : In case you missed it. FANGMAN has lost $1.4tn in mkt cap since beginning of Sep w/#Apple quietly down 22.6% from highs, #Netflix down 18.3%, #Nvidia 17.2%, #Facebook 17.1%, #Amazon down 16.8%, #Google 15.9%, #Microsoft down 14%. https://t.co/YmC6qtCwwZ
#Schuldensuehner : Mkt cap of #FANGMAN (#Facebook, #Apple, #Netflix, #Google, #Microsoft, #Amazon, #Nvidia) dropped 0.7% this week on disappointing Netflix subscriber numbers and as investors rotating into select value stocks and away from the FANGMAN mega-cap Tech complex. https://t.co/lXuNQ9PCXX
#Schuldensuehner : Good Morning from #Germany where the benchmark index Dax has hit a fresh ATH. But combined mkt cap of all 30 Dax Blue Chips is lower than that of US tech giants such as #Apple, #Microsoft or #Amazon. https://t.co/lLq3SUfpmX
https://twitter.com/Schuldensuehner/status/1585370786436886528 To put things into perspective: FANGMAN has lost >$400bn in mkt cap today after bad tech earnings from #Microsoft & #Alphabet (Google). #Meta's weak outlook – especially Q4 revenue guidance & 2023 expense guidance) is likely to result in further losses for FANGMAN tomorrow. https://t.co/UStDWzH7VJ via @Schuldensuehner
https://twitter.com/Schuldensuehner/status/1586006664796196869 #Microsoft’s $811bn rout is Big Tech’s worst in 2022, BBG has calculated. Other big names among the largest losers this year include Meta Platforms, Nvidia and China’s Tencent Holdings. https://t.co/x3WudNQLcj via @Schuldensuehner
https://twitter.com/Schuldensuehner/status/1589369669898887169 The revaluation of Big Tech is reminiscent of #Microsoft's descent after the New Economy Bubble burst. At that time, Microsoft's P/E ratio was trimmed back from 70 in 2000 to 20 in 2002. https://t.co/2yuxmGa5ya via @Schuldensuehner
https://twitter.com/Schuldensuehner/status/1615949930195202050 #Microsoft hosted Sting performance in #Davos on night before it announced layoffs. While much of comp’s leadership team was halfway around the world from its Redmond headquarters—it announced plans to lay off 10,000 people, largest layoffs since 2014. https://t.co/dVSxDKSpdO https://t.co/oVuiiC8uyw via @Schuldensuehner
https://twitter.com/Schuldensuehner/status/1657062877528719365 #Google is catching up to #Microsoft in the race for AI. Google will start experimenting w/a more conversational search engine & has made its AI-powered chatbot available more broadly, comp said at its annual developer conference on Wed. The share price gained 11% this week. https://t.co/fv42OaYXVO via @Schuldensuehner