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
⚠️ JUST IN: *DELL, NVIDIA AND SMCI COLLABORATE TO POWER ELON MUSK'S GROK AI FACTORY
$SMCI and $NVDA, rose over 4% in overnight trading after Elon Musk says they are working on AI supercomputer for xAI. $DELL has announced a partnership with hashtag#NVIDIA to construct an AI Factory designed to boost the capabilities of Grok, an AI model developed by Elon Musk's company, xAI. Source: www.investing.com, www.msn.com
$NVDA, the road to $3,000,000,000,000
Great visual by Quartr 👌
Almost 23 years ago, Standard & Poor's selected Nvidia to replace the departing Enron in the S&P 500 stock index...
Source: Michel A.Arouet
Nvidia to get 20% weighting in SPDR Tech ETF
Source: CNBC
From Mag 7 to... Mag 1
$NVDA is up 122% ytd and contributed to toughly 33% of $SPX gains… Source: Rahul on X
