Nvidia is destroying Intel's datacenter market share.
$NVDA $INTC
Tech has fully decoupled from yields.
Nasdaq has been unphased in front of higher rates (see chart) Source: TME
Nvidia $NVDA hit a $2 Trillion Market Cap faster than any stock in history, including Apple $AAPL and Microsoft $MSFT
Source: barchart, factset
"So what's it been like trading in 2024 so far?" 🙃
Source: Trend Spider
Mag 7 profit growth is 50% NVDA!
Source: Bloomberg
ChatGPT’s monthly visits dipped nearly 8% MoM in December to just over 1.5 billion visits worldwide, while visits to Google’s Bard continue to increase.
Source: Beth Kinding
$BRK Berkshire Hathaway FY23 by App Economy Insight
• Net profit $97B. • Stock repurchase $9B. • Segment margin 12% (+0.5pp Y/Y). • Investment gains (unrealized) of $75B. • Cash and short-term securities $168B.
All-time highs are not the finish line.
The stock market surged to a record high last week, having eclipsed the previous high in January 2022 on the back of a new bull market that has delivered a 45% return since October 2022.1 The upshot is that bull markets do not tend to reach exhaustion upon hitting new highs. In fact, history shows that the initial breach of an all-time high tends to be more of a mile marker on the way to further gains Source: Edward Jones
