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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 12 Feb 2024 - - - #### Nvidia’s chart has turned vertical! Source: Carbon Finance [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia’s chart has turned vertical!](https://blog.syzgroup.com/hubfs/13-Feb-12-2024-10-47-50-9343-AM.jpg) ![Nvidia’s chart has turned vertical!](https://blog.syzgroup.com/hubfs/13-Feb-12-2024-10-47-50-9343-AM.jpg) 12 Feb 2024 - - - #### GPUs are harder to get than drugs... Companies are desperate for GPUs (A graphics processing unit (GPU) is a specialized electronic circuit initially designed to accelerate computer graphics and image processing). Source: TME, CB Insights [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![GPUs are harder to get than drugs...](https://blog.syzgroup.com/hubfs/6-Feb-12-2024-10-29-07-6835-AM.jpg) ![GPUs are harder to get than drugs...](https://blog.syzgroup.com/hubfs/6-Feb-12-2024-10-29-07-6835-AM.jpg) 7 Feb 2024 - - - #### $NVDA has rallied $222 per share in 2024. Nvidia has 2.47 Billion shares outstanding. That's $222/share × 2.47B shares = $548B USA's largest bank, JP Morgan $JPM, has a total market cap of $504 Billion Said another way, Nvidia has added 1.1 x $JPM to its market cap in one month. Source: Trend Spider [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![$NVDA has rallied $222 per share in 2024.](https://blog.syzgroup.com/hubfs/21-1.jpg) ![$NVDA has rallied $222 per share in 2024.](https://blog.syzgroup.com/hubfs/21-1.jpg) 7 Feb 2024 - - - #### Leave It Behind NVDA 200 week moving average is down at $233 source : tme [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Leave It Behind](https://blog.syzgroup.com/hubfs/14-Feb-07-2024-08-58-16-4153-AM.jpg) ![Leave It Behind](https://blog.syzgroup.com/hubfs/14-Feb-07-2024-08-58-16-4153-AM.jpg) 7 Feb 2024 - - - #### Is nvidia the most fundamentally sound rally ever? Chart below shows NVDA free cash flow per share vs share price. Source: TME, Goldman [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Is nvidia the most fundamentally sound rally ever?](https://blog.syzgroup.com/hubfs/5-Feb-07-2024-08-21-52-8168-AM.jpg) ![Is nvidia the most fundamentally sound rally ever?](https://blog.syzgroup.com/hubfs/5-Feb-07-2024-08-21-52-8168-AM.jpg) 7 Feb 2024 - - - #### Nvidia was only worth $9bn 10 years ago and is now worth almost $1.7tn, i.e. 184 times as much. Source: HolgerZ, Bloomberg [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia was only worth $9bn 10 years ago and is now worth almost $1.7tn, i.e. 184 times as much.](https://blog.syzgroup.com/hubfs/4-Feb-07-2024-08-20-08-1078-AM.jpg) ![Nvidia was only worth $9bn 10 years ago and is now worth almost $1.7tn, i.e. 184 times as much.](https://blog.syzgroup.com/hubfs/4-Feb-07-2024-08-20-08-1078-AM.jpg) 6 Feb 2024 - - - #### $NVDA's top 4 customers account for 40% of revenues, and every one of them is actively working on their own custom AI silicon. AI capex will keep flowing to NVDA in the short run, but what will happen when initial training is done and inference is done locally? Source: Supreme Bagholder [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![$NVDA's top 4 customers account for 40% of revenues, and every one of them is actively working on their own custom AI silicon.](https://blog.syzgroup.com/hubfs/12-4.jpg) ![$NVDA's top 4 customers account for 40% of revenues, and every one of them is actively working on their own custom AI silicon.](https://blog.syzgroup.com/hubfs/12-4.jpg) 6 Feb 2024 - - - #### Nvidia's market cap is now over $100 billion higher than all of the companies in the S&P 500 energy sector ... combined. $NVDA $XLE Source: Charlie Bilello [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia's market cap is now over $100 billion higher than all of the companies in the S&P 500 energy sector ... combined. $NVDA $XLE](https://blog.syzgroup.com/hubfs/11-Feb-06-2024-03-36-22-7483-PM.jpg) ![Nvidia's market cap is now over $100 billion higher than all of the companies in the S&P 500 energy sector ... combined. $NVDA $XLE](https://blog.syzgroup.com/hubfs/11-Feb-06-2024-03-36-22-7483-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/32) [30](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/30) [31](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/31) [32](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/32) [33](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/33) [34](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/34) [❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/34) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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