--- title: Nvidia’s record-breaking day description: "Victoria’s Secret is back: a $100,000 investment has quadrupled since the Fashion Show’s return was announced. 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If you made a mistake, please change here USA Country Switzerland Canada: Other than Ontario, Quebec, Alberta Canada: Ontario, Quebec or Alberta USA Other country Language Language English French German Italian I confirm Legal information This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thought/tag/the-week-in-seven-charts) ### Nvidia’s record-breaking day Victoria’s Secret is back: a $100,000 investment has quadrupled since the Fashion Show’s return was announced. Each week, the Syz investment team takes you through the last seven days in seven charts. [![Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/hubfs/charles-2.jpg)](https://blog.syzgroup.com/fast-food-for-thought/author/charles-henry-monchau) [**Charles-Henry Monchau, CFA, CMT, CAIA**](https://blog.syzgroup.com/fast-food-for-thought/author/charles-henry-monchau) Chief Investment Officer **Monday, 08/31/2026** | - [![Pdf](https://blog.syzgroup.com/hubfs/pdf%20(1).png)](https://blog.syzgroup.com/hubfs/Syz-Feature_WeekIn7Charts_260831.pdf?hsLang=en) - - - - #### Chart #1 —  ## On Thursday, Nvidia recorded the largest single day increase in market cap ever Market cap trajectory of the 5 mega-cap tech stocks. After beating Q2 estimates, Nvidia surged to a $5.5tn market cap, adding nearly $500bn in a single session. It's the largest one-day valuation gain by any company on record. In 24 hours, Nvidia added more than Costco is worth in its entirety. ![](https://blog.syzgroup.com/hs-fs/hubfs/image-png-Aug-31-2026-10-21-18-3409-AM.png?width=909&height=462&name=image-png-Aug-31-2026-10-21-18-3409-AM.png) Source: Trend Spider --- #### Chart #2 —  ## Nvidia quarterly income in perspective  Nvidia now earns more in a single quarter than 12 of America's most iconic companies combined. That's what happens when one company becomes the infrastructure layer underneath the fastest capex cycle tech has ever seen. ![](https://blog.syzgroup.com/hs-fs/hubfs/image-png-Aug-31-2026-10-23-20-5752-AM.png?width=456&height=783&name=image-png-Aug-31-2026-10-23-20-5752-AM.png) Source: StockSavvyShayca --- #### Chart #3 —  ## The comeback of Victoria’s secret  Investing $100,000 in Victoria's Secret ($VSXY) the day they announced the Fashion Show was coming back would be worth $402,000 today.   ![](https://blog.syzgroup.com/hs-fs/hubfs/image-png-Aug-31-2026-10-24-34-5482-AM.png?width=810&height=412&name=image-png-Aug-31-2026-10-24-34-5482-AM.png)Source: Michael Burry Stock Tracker --- #### Chart #4 —  ## The top 5 themes by year based on flows AI, infrastructure, defence, space, and nuclear are 2026's top five ETF themes. ![](https://blog.syzgroup.com/hs-fs/hubfs/image-png-Aug-31-2026-10-25-16-0946-AM.png?width=829&height=534&name=image-png-Aug-31-2026-10-25-16-0946-AM.png)Source: A16Z     --- #### Chart #5 —  ## Time to get worried about French debt? With the 2027 presidential election ahead, foreign investors could drive the next phase of France's sovereign repricing. Despite repeatedly breaching EU debt and deficit limits, non-residents still held a striking 57% of French government debt at the end of2025. France also benefits from the perceived ECB backstop, with markets broadly assuming intervention in a severe bond-market crisis. But the 2027 presidential election could test both foreign investor confidence and that backstop. ![](https://blog.syzgroup.com/hs-fs/hubfs/image-png-Aug-31-2026-10-26-03-3538-AM.png?width=619&height=773&name=image-png-Aug-31-2026-10-26-03-3538-AM.png) Source: Financial Times --- #### Chart #6 — ## The Fed owns more than HALF of Treasuries maturing in 10–15 years Of the approximately $1.03tn currently outstanding in this maturity segment, close to $540bn is held by the Federal Reserve. Why? This largely reflects the aftermath of quantitative easing following the 2008 financial crisis and, even more significantly, the COVID period, when the Fed purchased trillions of dollars in longer duration US Treasuries. As time has passed, those securities have moved further down the maturity curve. The broader picture is even more notable: The Federal Reserve continues to hold approximately $1.6tn in Treasuries that have more than 10 years remaining until maturity. In other words, an enormous amount of duration is still being kept away from private investors. However, as the Fed progressively reduces the size of its portfolio, other buyers will have to step in and absorb the additional supply. Unlike the Federal Reserve, private investors are sensitive to the price they pay. So, the crucial question goes beyond how much debt Washington plans to issue. What really matters is who will ultimately purchase it, and what level of yield they will require. ![](https://blog.syzgroup.com/hs-fs/hubfs/image-png-Aug-31-2026-10-26-39-0918-AM.png?width=829&height=505&name=image-png-Aug-31-2026-10-26-39-0918-AM.png) Source: TreasuryBonds.com, @TreasuryBonds1 --- #### Chart #7 —  ## The average family office asset allocation in Q2 2026 Family offices increased their allocation to equities during the second quarter, while reducing their exposure to real estate and private market assets, according to the most recent CNBC Family Office Portfolio Tracker. During the second quarter, single family offices allocated 37% of their portfolios to stocks, compared with 34% in the previous quarter. The figures come from CNBC’s Portfolio Tracker, powered by Addepar, a global data and artificial intelligence platform used by financial professionals. ![](https://blog.syzgroup.com/hs-fs/hubfs/image-png-Aug-31-2026-10-27-16-6649-AM.png?width=711&height=889&name=image-png-Aug-31-2026-10-27-16-6649-AM.png) Source: CNBC --- #### Disclaimer This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. Read More ## Related Articles [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thought/tag/the-week-in-seven-charts) #### [Bond market vs US Treasury: who will yield?](https://blog.syzgroup.com/fast-food-for-thought/bond-market-vs-us-treasury-who-will-yield?hsLang=en) Nothing seems to curb the 10-year Treasury yield’s rise. Meanwhile, Japan’s currency defense is drying up it’s FX reserves and the S&P 500 is hiding something important. Each week, the Syz investment team takes you through the last seven days in seven charts. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 14/09/2026 [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thought/tag/the-week-in-seven-charts) #### [A record US-China yield gap?](https://blog.syzgroup.com/fast-food-for-thought/a-record-us-china-yield-gap?hsLang=en) Meanwhile, European countries are having their own bond crisis. Each week, the Syz investment team takes you through the last seven days in seven charts. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 07/09/2026 [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thought/tag/the-week-in-seven-charts) #### [Nvidia’s record-breaking day](https://blog.syzgroup.com/fast-food-for-thought/nvidias-record-breaking-day) Victoria’s Secret is back: a $100,000 investment has quadrupled since the Fashion Show’s return was announced. Each week, the Syz investment team takes you through the last seven days in seven charts. **[Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/author/charles-henry-monchau?hsLang=en)** | 31/08/2026 ## Straight from the Desk # Syz the moment Live feeds, charts, breaking stories, all day long. 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