Market Bottom & Bull Market - Market data suggests a bottom in both stocks and Bitcoin, indicating the end of the local drawdown [1][2][3][4] - The market is in a global bull market, with expectations of further upward movement [1] Tech Giants & Market Cap - Google became the fourth company to reach a $4 trillion market cap, joining Nvidia, Apple, and Microsoft [1] - These companies' valuations are driven by substantial revenue, with Apple at $416 billion, Google at $385 billion, Nvidia at $130 billion, and Microsoft at $281 billion annually [1] - These companies generate significant free cash flow: Apple $98 billion, Google $73 billion, Nvidia $60 billion, and Microsoft $78 billion annually [1] AI & Infrastructure - A significant portion of free cash flow is being invested in AI infrastructure, with Google projected to spend around $90 billion and Microsoft around $80 billion [1] - Nvidia is expected to capture 25-35% of all AI-related infrastructure spending globally, amounting to $45 billion [2] - AI-related investment accounts for 50% of GDP growth, highlighting its importance to the economy [2] Competition & Innovation - Amazon is launching a Starlink competitor called Amazon Leo Ultra, entering the space internet market [3] - Bitcoin has increased 240x over the last decade, outperforming treasuries and other assets [4]

Pretty critical next few days but some signs that the bottom may be inBob Loukas 🗽 (@BobLoukas):For Crypto, this was basically a retest of the 10/10 panic, but over a more deliberate period. Sentiment is beyond wiped clean.We've hit the 50wma and the weekly cycle should start fresh. Any good upside price separation from the lows should put a line in the bull/bear market ...