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Over the past 32 trading days, Nvidia $NVDA has gained more than $1 trillion in market cap.
To put that into some sort of perspective, the 6-week gain is greater than the total market cap of Berkshire Hathaway $BRKA, which Warren Buffett has spent 6 decades in building... Source: Jesse Felder
It has been a very quiet year so far for US equity markets...
No down day > 2% for the SP500 despite Middle East conflict, China doing military exercises around Taiwan, Fed interest rates cuts expectations moving from 6 to less than 2, etc. Source chart: Ritholtz
EU Parliamentary elections in France.
In brown where Far-right Le Pen party has won yesterday. Source: Xavier Ruiz
Notes from Bill Ackman 's fireside chat in Omaha - thru David Park on X:
People Underestimate the Power of Checklists - Pershing Square had the best 6 years of its history since they inscribed their checklist into a piece of "stone" - "If I ever veer [off this checklist] just hit me over the head with this thing" The checklist:
Robinhood $HOOD has acquired cryptocurrency exchange Bitstamp for $200 million
Source: Barchart
Dot Com Bubble vs. Now - Things don't look similar - at least from an earnings angle
Source: Barchart, BofA
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