🚨 Such concentration has almost NEVER happened:
NVIDIA accounts for 8% of the S&P 500's market cap, the highest for any company in history. Microsoft’s and Apple’s shares are 6.5% and 6.0%, respectively. The top 10 companies represent a record 40% of the index's total value. Source: Global Markets Investor
It took Nvidia 6,138 days to reach a $1T market cap.
Then just 597 days to reach $5T. Slow, then fast. $NVDA Source: Morning Brew
Cisco peaked at 4% of U.S. GDP.
Nvidia is currently 16% of U.S. GDP. Source: Spencer Hakimian @SpencerHakimian
The United States has approved several billion dollars worth of Nvidia’s chip exports to the UAE, as per Bloomberg.
Nvidia is hitting all time highs. Source: The National News, it@amitisinvesting
NVIDIA now has a greater market cap than the entire German stock market and the entire Italian stock market…
Combined. Source: Peter Mallouk @PeterMallouk
$MSFT is following the path of $GOOGL
This translates to around $340,000 for every citizen, making it one of the richest countries per capita. Source: Massimo @Rainmaker1973, Quartr
On September 30, 2025, Nvidia will file its 13F form.
This report will list the companies Nvidia has invested in. Here are Nvidia’s current investment stakes: Source: graniteshares
Germany versus Nvidia
The German stock market keeps lagging in the AI era. The entire German market is valued at ~$3tn, well below Nvidia’s nearly $4.5tn market cap. Germany-to-Nvidia now stands at 0.67, near an all-time low. Source: HolgerZ, Bloomberg
