#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/1382281026395852801 #Bitcoin hit the $1 TRILLION market cap milestone twice as fast as #Amazon and three times faster than #Apple. #Microsoft took about 44 years to hit the same mark, and Apple took 42 years. https://t.co/eA76jhAcuU https://t.co/7Fw9lHZ7ZK via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1403981295328313344 Good Morning from #Germany where the benchmark index Dax has closed at fresh ATH on Fri. But the combined mkt cap of all 30 Dax Blue Chips is lower than that of US tech giants such as #Apple or #Microsoft. Dax mkt cap is on a par w/#Amazon, which has not moved up since last Aug. https://t.co/6yxYu4weeu via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1406145627965251586 Just put things into perspective: Germany's Dax has dropped 1.6% this week. The combined mkt cap of all 30 Dax Blue Chips has fallen to $1.65tn, also b/c the Euro has lost >2% against the dollar this week. Is now again lower than that of the US big 3: #Apple, #Microsoft, #Amazon. https://t.co/FuFvY7l7Px via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1408096132090187781 The huge get bigger: #Apple, #Microsoft, #Amazon, and #Alphabet are all at or near a $2tn valuation. #Facebook is the most likely next member of the trillion-dollar club. https://t.co/RkmylJuabs https://t.co/fEJhRjRsVU via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1419424639026147339 In case you missed it: Combined mkt cap of FANGMAN (#Facebook, #Apple, #Netflix, #Google, #Microsoft, #Amazon, #Nvidia) has topped $10tn for the first time ever. https://t.co/75SSDpboeA via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1454116832961613837 #Microsoft regained its crown as the most valuable publicly listed company in the world on Friday from #Apple, whose shares slumped in morning trading following a weak quarterly earnings update from the maker of iPhones and Mac computers. https://t.co/5zWHT6PCo3 via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1469214802325213185 #Apple, #Alphabet, #Microsoft, & #Amazon have between them gained $5.5tn of value since their March 2020 lows. In just 118 days between May 6 & Sep 1 last year, Apple increased its valuation by $1tn. Before 2018, no comp had ever even been worth $1tn. https://t.co/IqB09drc1V https://t.co/7BUfuyDTRF via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1487342542450536455 #Microsoft after the turn of the millennium shows that shares can also fall, even if earnings forecasts are met. This is called PE contraction. Just saying! https://t.co/neEYwJVgJc via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1488425898349150208 #Austria's 100y bond hit hard by bond sell-off. It has lost 37% of its value from the peak - more than #Apple (4.5% below ATH), #Microsoft (11.1% below ATH) or #Amazon (20.7% below ATH). https://t.co/229Q7ibtvy via @Schuldensuehner

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/1617546597709250561 #Microsoft is making $10bn bet in OpenAI, pioneering artificial intelligence research lab behind #ChatGPT. ChatGPT has captured imagination of broad swath of users for its ability to imitate way real people talk & write. Microsoft mkt has cap gained $7bn. https://t.co/rkT1fYZk85 https://t.co/WeSTnWz6ZF via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1618530591485620226 Good morning from Germany, where the German stock market is making up ground. All 40 Dax companies combined are now worth $1.74tn, more than #Amazon or #Google and on a par w/#Microsoft. https://t.co/4G06LyMtn2 via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1623025307174244362 #Microsoft launches search engine ‘infused with AI.’ New Microsoft Bing Search switches easily to AI chat mode. https://t.co/ahGUZuDoVj 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

#Microsoft came out on top in the first round of Big Tech earnings under the new Trump term, reclaiming its spot as the most valuable publicly traded company—overtaking Apple. Investors believe Microsoft is in the best position to handle ongoing trade war. https://t.co/hWnIV6fjYY https://t.co/A7aTxuIFKU
— Holger Zschaepitz (@Schuldensuehner)
May 2, 2025