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

Category: Amazon

Weekly Update: The “Forward 4-Qtr Estimate” Will Jump to $212 – $213 Next Week

October 1, 2021 Brian Gilmartin Leave a comment

One of the vagaries of the IBES data by Refinitiv, is that the “This Week in Earnings” and the Earnings…

Continue Reading →

Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, Weekly Earnings Update

SP 500 “Top 10”: Market Cap vs Earnings Weight

September 25, 2021 Brian Gilmartin Leave a comment

There is a few similarities between today’s SP 500 and the SP 500 back in the late 1990’s. Ed Yardeni…

Continue Reading →

Posted in: Amazon, Apple (AAPL), Earnings Weight vs Market Cap, MSFT, Top 10 Earnings weights, Top 10 Market Cap Weights

Looking at EPS / Revenue Revisions for Big Tech Reporting Next Week

July 22, 2021 Brian Gilmartin Leave a comment

The financial stocks that reported last week have all rebounded as the revisions remain positive for the sector in general,…

Continue Reading →

Posted in: Amazon, Apple (AAPL), GOOG, GOOGL, MSFT

Technology Sector Feeling the Tax Change Negotiations

June 1, 2021 Brian Gilmartin Leave a comment

Watching futures as the morning unfolded on the first day of June, it was nice to see a strong rally…

Continue Reading →

Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, Technology

Technology’s “Big 5” Report Next Week – 20% of SP 500 Market Cap

April 23, 2020 Brian Gilmartin Leave a comment

  Looking at the SP 500 EPS and revenue data in general, the trough in y/y decline in SP 500…

Continue Reading →

Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, Technology

Post navigation

Page 6 of 13
← Previous 1 … 5 6 7 … 13 Next →

Fundamentalis

  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis