Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

27 Feb 2024

Cocoa Hits All-Time High 🚨

Cocoa competing against Nvidia $NVDA to see which one can set the most of new all-time highs this year... Source: Barchart

26 Feb 2024

$20 billion in options

Traders placed more than $20 billion in stock-options bets tied to Nvidia over the past week. That was more than what they spent on Tesla, Meta Platforms, Microsoft, Apple, Amazon and Alphabet combined. source : wsj, cboe global data

26 Feb 2024

If NVDA Was a Country...

Nvidia is now worth more than the GDP of Russia, South Korea, Australia, Spain, Indonesia, Turkey, Netherlands and South Korea. source : forbes, tme

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

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks