๐Ÿ“Š EV's Charts of the Week #58

Tech stocks, chip shortage, stablecoins++

Hi, Iโ€™m Azeem Azhar. I convene Exponential View to help us understand how our societies and political economy will change under the force of rapidly accelerating technologies.

Department of technologies

The stock market sell-off has hammered tech stocks. Ark Investmentโ€™s flagship ARKK ETF had taken a pounding, down about 45% from its Feb 2021 peak. Now the short sellers are circling. (You can hear my discussion with Arkโ€™s CEO, Cathie Wood, here.)

Mobile service revenues per gigabyte increase as cost of data decreases. Source: Tren Griffin

Tencent made 268 acquisitions in 2021, up from 175 in 2020. Source: Rui Ma ย 

The chip shortage has rolled on another year. Source: Bloomberg

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