DHUnplugged #272: What We Will Forget in 20 Years

There is innovation happening all around us and at a breakneck pace. What will be disrupted over the next couple of decades that we need to watch?

Markets look to be changing trend and what stocks will benefit, which will crap-out?

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

Apple sales fell 5% to $117.2 billion and down in every part of the world in the quarter. Sales from each product category dropped, except services and iPads. Earnings per share were $1.88, Apple's first miss of Wall Street's expectations since 2016. reuters.com/technology/app…

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9:43 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

It seems that there is a stupid pill that is making the rounds. Reaction to some of these poor earnings is frightening.

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9:06 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

I wonder if any of the CNBC crew will tell us that $META is the ridiculously overbought on a daily RSI - looking back over the years has not seen this level (+86) for a LONG time...

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5:51 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

S&P500 trading at 18-20X next year's estimates. Depending on if you still believe that $215-$225 is possible for next year. Seem a bit far fetched...

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4:06 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

Large Growth outpacing in 2023, but small remains a tight race.. pic.twitter.com/zg81KZPnWe

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2:42 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

Don't see this too often - The overall market, as measured by the KRI algorithm is extremely overheated. pic.twitter.com/UwAWrdFPiQ

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2:32 pm · February 2, 2023

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Andrew Horowitz

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Andrew Horowitz

@andrewhorowitz

Remarkable that the Fed is ignoring this. A clear confirmation that the are executing a grand experiment with monetary policy. twitter.com/lisaabramowicz…

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1:06 pm · February 2, 2023