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@pauldejong_ "Semiconductor market cap hit XXXX% of the S&P XXX while earnings sit at 9.3%. This "valuation premium" is a key characteristic of growth sectors. $NVDA $AVGO $AMD $QCOM $TXN $AMAT $MU $ADI $LRCX $INTC $SMH"
@pauldejong_ on X 2025-07-12 09:36:52 UTC XXX followers, XXX engagements

"Biggest World market cap gains and losses week 30: Losses: Gains: $TSLA -$42 $GOOGL $XX $TXN -$29 $AMZN $XX $PM -$28 $AAPL $XX $IBM -$24 $TCEHY $XX $SAP -$23 $AVGO $XX $FI -$15 $NVO $XX $NFLX -$12 $MSFT $27"
@pauldejong_ on X 2025-07-26 15:43:17 UTC XXX followers, XXX engagements

"Google's underlying earnings power has expanded at an even faster rate than its market price. Earnings growth is the true powerhouse behind Google. $GOOGL"
@pauldejong_ on X 2025-07-23 14:12:25 UTC XXX followers, XXX engagements

"The market has often assigned a relatively high P/E multiple to the earnings of the Big X Tech companies indicating strong investor confidence and growth expectations. $NVDA $MSFT $AAPL $AMZN $GOOG $META"
@pauldejong_ on X 2025-07-17 09:30:02 UTC XXX followers, XXX engagements

"Biggest World market cap gains and losses week 29: Losses: Gains: $META -$33 $NVDA $XXX $XOM -$33 $GOOG $XX $ASML -$25 $TSLA $XX $UNH -$20 $MSFT $XX $LLY -$19 $TSM $XX $NVO -$19 $ORCL $XX $NFLX -$15 $BABA $31"
@pauldejong_ on X 2025-07-19 15:14:37 UTC XXX followers, 1214 engagements

"S&P XXX YTD Returns: Average stock up XXXX% (363 stocks up & XXX stocks down). Best Worst: $CEG +41% $EIX -XX% $CTLT +41% $MRNA -XX% $WBA +34% $STZ -XX% $TPL +28% $PCG -XX% $MU +26% $LVS -XX% $VST +24% $ON -13%"
@pauldejong_ on X 2025-01-20 09:12:36 UTC XXX followers, XXX engagements

"Semis vs. Bitcoin since 2021: both crushed it Semis within S&P 500: +292% Bitcoin (USD): +268% While Bitcoin saw wilder swings semiconductor stocks ultimately delivered slightly better returns. $NVDA $AVGO $AMD $QCOM $TXN $AMAT $MU $ADI $LRCX $INTC $BTC"
@pauldejong_ on X 2025-06-30 09:48:17 UTC XXX followers, 2401 engagements

"Biggest World market cap gains and losses week 28: Losses: Gains: $AAPL -$36 $NVDA $XXX $WMT -$32 $MSFT $XX $JPM -$25 $PLTR $XX $NFLX -$22 $AMZN $XX $NOW -$22 $XOM $XX $V -$21 $AMD $XX $BRKB -$20 $CVX $12"
@pauldejong_ on X 2025-07-13 07:30:02 UTC XXX followers, 1353 engagements

"Semiconductors within the S&P XXX have delivered an astonishing +1811% since 2012. While corrections are part of the journey this sector consistently shows incredible resilience & recovers to new highs. $NVDA $AVGO $AMD $QCOM $TXN $AMAT $MU $ADI $LRCX $INTC $SMH"
@pauldejong_ on X 2025-07-10 09:28:39 UTC XXX followers, 3090 engagements

"German DAX Index: bear market ranges. $DAX $EWG"
@pauldejong_ on X 2025-07-24 09:53:49 UTC XXX followers, XXX engagements

"German DAX index: all corrections and bear markets. After experiencing a brief -XX% downturn in April the DAX index has since climbed to a fresh all-time high. $DAX $EWG"
@pauldejong_ on X 2025-05-10 10:07:58 UTC XXX followers, XXX engagements

"The software sector within the S&P XXX has experienced robust growth in both market cap and earnings per share. Market cap has generally outpaced EPS growth leading to a premium valuation for software companies. $MSFT $ORCL $PLTR $CRM $INTU $NOW $ADBE $PANW $CRWD $CDNS $IGV"
@pauldejong_ on X 2025-07-25 09:40:18 UTC XXX followers, XXX engagements

"Software valuations are on the rise again After dropping to XXXX in April the P/E ratio for software companies in the S&P XXX has rebounded to XXXX. Meanwhile S&P XXX ex-software sits at XX. $MSFT $ORCL $PLTR $CRM $INTU $NOW $ADBE $PANW $CRWD $CDNS $SPY"
@pauldejong_ on X 2025-07-23 09:00:29 UTC XXX followers, 1015 engagements