RicardoAM
๐™’๐™š๐™š๐™ ๐™ก๐™ฎ ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š Our portfolio is up ๐Ÿ“ˆ 0.99% ytd and up ๐Ÿ“ˆ 1.13% weekly Hi, dear ๐™›๐™ค๐™ก๐™ก๐™ค๐™ฌ๐™š๐™ง๐™จ and future ๐™ข๐™ค๐™ฃ๐™š๐™ฎ-๐™ข๐™–๐™ ๐™š๐™ง๐™จ! Let's discuss the latest developments in the stock market. ๐ŸŒ ๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š Big Tech keeps propping up the stock market. Because of tech โ€” and the tech industry exclusively โ€” the ๐™Ž&๐™‹ ๐Ÿฑ๐Ÿฌ๐Ÿฌ posted a string of record highs last week. The 10 other sectors in the index are all trading an average of 15% below their all-time highs. ๐Ÿ“ฝ๏ธ ๐™‰๐™š๐™ฉ๐™›๐™ก๐™ž๐™ญ ๐™๐™ก๐™š๐™ญ๐™š๐™จ ๐™’๐™ž๐™ฉ๐™ $๐Ÿฑ ๐˜ฝ๐™ž๐™ก๐™ก๐™ž๐™ค๐™ฃ ๐˜ฟ๐™š๐™–๐™ก $NFLX (Netflix, Inc.) announced that it added 13.1 million new subscribers in the last quarter, which is great news. Perhaps even better news is the announcement that it will be the new home for World Wrestling Entertainmentโ€™s Raw program, as well as SmackDown and WrestleMania from January 2025. Not only will this content bring in new subscribers, but itโ€™s also another reason for existing subscribers to stay on the platform. ๐ŸŽ ๐˜ผ๐™ฅ๐™ฅ๐™ก๐™š ๐™๐™–๐™ ๐™š๐™จ ๐™– ๐™‡๐™ค๐™ฌ-๐™†๐™š๐™ฎ ๐˜ผ๐™ฅ๐™ฅ๐™ง๐™ค๐™–๐™˜๐™ ๐™ฉ๐™ค ๐™‘๐™ž๐™จ๐™ž๐™ค๐™ฃ ๐™‹๐™ง๐™ค The Vision Pro is now available, though wait times have risen to six weeks. The reception has been mixed, mostly due to the limited number of apps currently available. Nevertheless, Wedbush Securities has upped their forecast for 2024 sales of the headset to 600k. If they are right, it might be a while before the Vision Pro moves the needle for Apple. The bigger picture perspective is that $AAPL (Apple) is creating an entirely new product category and a new way to interact with the rest of the Apple ecosystem ๐Ÿ“Š ๐™๐™ฅ๐™˜๐™ค๐™ข๐™ž๐™ฃ๐™œ ๐™€๐™ซ๐™š๐™ฃ๐™ฉ๐™จ ๐™„๐™ข๐™ฅ๐™–๐™˜๐™ฉ๐™ž๐™ฃ๐™œ ๐™Š๐™ช๐™ง ๐™‹๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค โ— Tuesday: Earnings report of Microsoft, Google, $CP (Canadian Pacific Railway LTD) โ— Wednesday: Announcement of Interest Rate in USA โ— Thursday: Earnings report of $AAPL, Amazon, and Announcement of the Consumer Price Index (CPI) data in EU โ— Friday: Earnings report of $CHD (Church & Dwight Co Inc) Have a nice week! ๐™๐™ž๐™˜๐™–๐™ง๐™™๐™ค ๐˜ผ๐™ฃ๐™ฉ๐™ช๐™ฃ๐™š๐™จ, ๐™Š๐™›๐™›๐™ž๐™˜๐™ž๐™–๐™ก ๐™š๐™๐™ค๐™ง๐™ค ๐™‹๐™ค๐™ฅ๐™ช๐™ก๐™–๐™ง ๐™„๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™ค๐™ง
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