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2y

Largest Director Share Purchases in January Week 4

Largest Director Share Purchases in January Week 4

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Lykeshares Staff 5d

Looks like fun

looks like fun

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Lykeshares Staff 5d

This chart shows how much the biggest companies in the S&P 500 are outperforming the rest.
Every…

This chart shows how much the biggest companies in the S&P 500 are outperforming the rest.
Every time this gap has hit around 20% in the past 40 years, it’s lined up with big market events — think the ’90s recession, the dot-com bubble, the GFC, and even 2020.

Right now? We’re back near those same highs.

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Lykeshares Staff 8d

Incredible, but what happens when the top 10 can't go any higher?

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Lykeshares Staff 8d

Berkshire is hoarding so. much. cash.

Berkshire is hoarding so. much. cash.

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Lykeshares Staff 8d

Intel’s been lagging behind for years, while AMD has pulled far ahead in both consumer and professi…

Intel’s been lagging behind for years, while AMD has pulled far ahead in both consumer and professional-grade chips, it’s really not a close race anymore.

There’s this idea floating around that throwing enough cash at Intel will suddenly turn them into the next TSMC. But semiconductor manufacturing isn’t something you can rush, it’s a complex, slow-moving process that takes years of precision and experience.

Intel could recover some ground eventually, but framing them as the savior of American chipmaking feels more like a political talking point than a practical reality.

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Lykeshares Staff 39d

Buffet indicator is showing some wild times ahead perhaps, combine that with Berkshires record high…

Buffet indicator is showing some wild times ahead perhaps, combine that with Berkshires record high cash hoard of 30%... chart via barchart.com / Longtermtrends

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Lykeshares Staff 40d

But we shall see

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