26 Feb 2024
Nvidia is destroying Intel's datacenter market share.
$NVDA $INTC
26 Feb 2024
Nvidia $NVDA hit a $2 Trillion Market Cap faster than any stock in history, including Apple $AAPL and Microsoft $MSFT
Source: barchart, factset
26 Feb 2024
"So what's it been like trading in 2024 so far?" 🙃
Source: Trend Spider
26 Feb 2024
Mag 7 profit growth is 50% NVDA!
Source: Bloomberg
26 Feb 2024
.. here’s the incredible part .. when the market bottomed in Oct of 2022, $NVDA had a market cap of $280bn and a 12-month forward P/E of 32x.
“.. on Thursday, it added $276bn of market cap in one day alone, rounding up to $2tr, and the P/E is now ... 33x.” Source: Carl Quintanilla
23 Feb 2024
Should Nvidia have a higher market cap than Google and Amazon?
$NVDA $GOOGL $AMZN Source: Charlie Bilello
23 Feb 2024
Yesterday was one of the most distorted markets we've seen yet. Just 2% of the index contributed over 60% of the bullish momentum.
That means ONLY TEN companies were the cause of well over half of the move in $SPX yesterday. $NVDA single handedly contributed an additional 50bps to the return in $SPX. Source: Hedgeye
23 Feb 2024
Nvidia has now surpassed Germany's DAX in market capitalization.
Valued at just under $2 trillion, the chip company, established in 1993, now exceeds the total value of the DAX, which includes 40 companies, some over 130 years old. Source : HolgerZ
