How Nvidia $NVDA makes money
🙈 The stock is up nearly 200% YTD Source: Carbon Finance
Nvidia $NVDA is now more than 36 times larger than Intel $INTC
Intel was 16 times larger than Nvidia a decade ago Source: Y charts, Ervan on X
$NVDA back at all-time highs, but now trading 16% cheaper on a trailing P/E basis. ☕️
Source: Trend Spider
With a market cap of $3.4 trillion, Nvidia is trying to catch the entire value of Japan's Nikkei 225 index.
Source: Jeff Weniger
One year ago, Nvidia $NVDA was estimated to generate $79.3 billion in revenue in FY25.
Now, Nvidia is estimated to generate more than $125.6 billion in FY25. Source: Beth Kindig @Beth_Kindig
“.. Chipmakers are experiencing strangely uneven times. .. companies like $NVDA are blowing down the doors .."
"But in other sectors, including automotive and industrial, the industry has been in a prolonged slump ..” Source: Carl Quintanilla @carlquintanilla on X, Bloomberg
$NVDA notches record high, looks to unseat Apple as world's most valuable company:
1- Apple $3.517 Trillion; 2- Nvidia $3.387 Trillion Why is Nvdia stock still running? • $GOOGL ordered 400K GB200 chips valued at $10B • $MSFT purchased 60K GB200 chips worth $2B • $META acquired 360K GB200 chips for $8B. Demand for Nvidia's Blackwell chip is absolutely INSANE...
Never bet against Nvidia???
The chip maker is riding an "insane" AI wave and hit a fresh ATH yesterday. Now worth ~$3.4tn, it has overtaken Microsoft again and is the 2nd largest company in the world in terms of market capitalization. Source: HolgerZ, Bloomberg
