Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: Technology

The “Selling Tech” Crowd Continues to Grow – Not Yet Convinced

May 24, 2021 Brian Gilmartin Leave a comment

This daily chart of Amazon (AMZN) – please click on to expand – shows the stock testing it’s 200-day moving…

Continue Reading →

Posted in: QQQ, Technology

Apple and Microsoft are almost 50% of the Tech sector’s EPS Weight

March 21, 2021 Brian Gilmartin Leave a comment

Last week, this blog wrote about the upward revisions in Tech sector EPS estimates. As of Friday, March 19th, 2021,…

Continue Reading →

Posted in: Apple (AAPL), CSCO, INTC, MSFT, Technology

The Tech Sector – Expected 2021 EPS Growth Rates Continue to be Revised Hgher

March 18, 2021 Brian Gilmartin Leave a comment

Everyone is watching the relationship between the 10-year Treasury yield and the QQQ’s or Nasdaq 100 ETF. While there will…

Continue Reading →

Posted in: Technology

How are the Tech sector’s EPS Revisions Holding Up ?

January 25, 2021 Brian Gilmartin Leave a comment

With Apple and Microsoft reporting their December quarter on Tuesday, January 26th, 2021, representing roughly 12% of the SP 500…

Continue Reading →

Posted in: Apple (AAPL), MSFT, Technology

Comparing Cash-Flow Valuations on Big 5 Tech and Value Tech

December 30, 2020 Brian Gilmartin Leave a comment

The spreadsheet is internal and draws a comparison of the Top 5 Tech names in the SP 500 versus the…

Continue Reading →

Posted in: Technology, Valuation

Post navigation

Page 5 of 20
← Previous 1 … 4 5 6 … 20 Next →

Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis