Syz the moment

Nvidia stock price: +19,970% Nvidia net income: +5,860% Nvidia revenue: +1,320% $NVDA Source: Charlie Bilello

Net daily inflows into the GraniteShares 2x Long NVDA Daily ETF NVDL.O hit a record of $197 million, according to LSEG Lipper data. The assets managed by the ETF have grown to $1.41 billion from $213.75 million at the start of the year." source : reuters

That means Nvidia would need to rise another 13% to dethrone Apple. With $NVDA currently trading at $919, we would need to see a move to $1040 for the stock to pass $AAPL. Just 4 years ago, Apple was more than 20 TIMES larger than Nvidia was. It's now nearly 5 TIMES larger than Walmart, $WMT, by market cap. Source: The Kobeissi Letter

Since the October 2023 low, Nvidia has risen 125% and added $1.3 TRILLION in market cap. Nvidia is also now just 18% away from passing Apple, $AAPL, as the 2nd most valuable company in the world. Since October 27th, Nvidia has added an average of $15 billion in market cap PER TRADING DAY. This truly is one of the most historic runs in a stock ever. Source: The Kobeissi Letter

Will nvidia $NVDA really plateau at 14% earnings growth after this year? Will arm $ARM come back to earth or will earnings rocket? Source: Consensus Guru

NVDA is expected to grow earnings at 78% y/y for the current year and the Nasdaq 100 EPS growth is an estimated 17%." Source: TME

Via Bear Traps: "NVDA is now trading at a lower multiple than the NDX: fwd P/E is ~29 vs 32x for the NDX. NVDA is expected to grow earnings at 78% y/y for the current year and the Nasdaq 100 EPS growth is an estimated 17%." Source: TME

Source: Refinitiv