Is Nvidia suffering from SUCCESS?
Apparently a bunch of senior NVIDIA engineers are retiring early after they became multi-millionaires off of their $NVDA stock options. What a time! Source: Jesse Cohen
Jensen Huang said that the next wave of AI is set to automate $50 TRILLION heavy industries
He also said, "The Blackwell architecture platform will likely be the most successful product in our history and for the entire history of computers." Source: Stocktwits
If you ever feel bad, remember that in 2019 SoftBank owned 4.9% of $NVDA and sold it all for a $3.3B profit
Today, that stake would have been worth over $160 BILLION. Source: Stocktwits
Nvidia, $NVDA, is making some INSANE moves:
From June 20th through June 24th, Nvidia lost $600 BILLION of market cap in 3 trading days. Today, the stock has added $250 BILLION in market cap from its pre-market low. That's an $850 billion swing in market cap over just 4 trading days. To put this in perspective, that's a swing of 1.5 TIMES the value of Tesla, $TSLA, in just 4 days. Nvidia is casually swinging almost $1 trillion of market cap in just 4 days with no news. Truly historic. Source: The Kobeissi Letter
$NVDA is now down 13% since Jim Cramer said "Nvidia, so far, so good"
Source: The Kobeissi Letter
Nvidia FOMO ? This is interesting:
~90% of Wall Street analysts have now a buy rating on NVIDIA, up from ~30% a decade ago. This comes after the chipmaker's share prices have skyrocketed 27,989% over the last 10 years. As the stock rally intensified, the number of buy ratings rapidly increased. Wall Street has never been more bullish of $NVDA. While fundamentals are strong, there is indeed a risk of short-term pullback. A buying opportunity? Or just the start of something more severe? Source chart: Alpine Macro
Semiconductors 2025 revenue growth (expected) vs. earnings multiple
Source: Shay Boloor
Imagine two neighbours. A decade ago one invested $10k in Nvidia $NVDA and the other invested $10K in Intel $INTC
One would have $2.9 million today, while the other would have $13,420. It's likely they'd no longer be neighbours... 🤣 Source: Koyfin
