Independent thinking for complex markets and current events
At the height of the dotcom bubble, Cisco was worth 5.5% of US GDP. Today market cap of Nvidia is worth 11.7% of GDP, over 200% higher… byu/RobertBartus inEconomyCharts
EUPHORIC SENTIMENT IS AN UNDERSTATEMENT: US households and professional Investors are all-in stocks. Fund Managers are the most bullish EVER. Insiders are selling shares like crazy. Retail investors YOLO-ing NVIDIA stock. This is incredible.👇https://t.co/CtDDeknZSF — Global Markets Investor (@GlobalMktObserv) July 12, 2024 The 1-month implied correlation index is now 3.1… can it get any more …
In a recent series of noteworthy trades, Congresswoman Nancy Pelosi from California’s 11th congressional district, has made substantial investments in Broadcom Inc. (NASDAQ:AVGO) and NVIDIA Corporation (NASDAQ:NVDA), while also selling off stocks in Tesla, Inc. (NASDAQ:TSLA) and Visa Inc . (NYSE:NYSE:V). On June 24, 2024, Pelosi purchased 20 call options of Broadcom with a strike …
Hedge-fund Manager Says Nvidia Will Hit a $6 Trillion Valuation by Year-end Hedge fund manager Eric Jackson has made a bold prediction regarding Nvidia’s stock performance, forecasting that it will reach $250 per share by the end of the year. This projection implies a potential upside of over 100% from its current trading levels, positioning …
Im Fucked if NVIDIA doesn’t Rally next week byu/FFRespect inwallstreetbets
Professional Investors are all-in stocks, US households are all-in stocks, Fund Managers are the most bullish in years. Insiders selling shares like crazy. Retail investors YOLO-ing NVIDIA stock. What could possibly go wrong? 👇https://t.co/CtDDeknZSF — Global Markets Investor (@GlobalMktObserv) June 23, 2024 U.S. households now have the highest stock allocation in history  pic.twitter.com/BsH4RwRFlG — …
NVIDIA is one of the largest threats to the US stock market It is now extremely overvalued. Price to Sales Ratios:Nvidia: 42xMicrosoft: 14xS&P 500: 3xApple: 9xGoogle: 7x Is Nvidia going to drag down the S&P 500 into a bear market? Read below 👇https://t.co/9nqSuJi1ck — Global Markets Investor (@GlobalMktObserv) June 21, 2024 Coincidence? No. pic.twitter.com/pyyZC8Cf3v — …
The Nasdaq 100 continues to notch record high after record high. Many of its stocks are not only lagging, but they're falling to monthly, quarterly, or even yearly lows and below their 10-, 50-, and 200-day moving averages. This is not normal. In fact, it's never happened before… pic.twitter.com/gopsw8WUJn — SentimenTrader (@sentimentrader) June 17, 2024 …
Everybody knows it but nobody is giving it any serious consideration: the entire market is being driven by Nvidia, Apple and even GameStop. And when one, if not all three of these names starts to experience some selling, they are likely taking the whole market with it. I have been making note of the fact that Apple and …
NVIDIA stock is now the darling of the market. Tesla seems to be forgotten while the current comments from NVIDIA investors strongly resemble those from Tesla investors from a few years back. True that NVIDIA made more money last year than Tesla ever did, but let’s discuss.
https://twitter.com/Barchart/status/1801374922754654216/history
So if a anything bad happens to NVDA, SPY go poo poo drain? h/t MarketLab
“The next wave of Al is physical Al. Al that understands the laws of physics. Al that can work among us. Everything is going to be robotic. All of the factories will be robotic. The factories will orchestrate robots and those robots will be building products that are robotic.” Jensen Huang says the next wave …
Nvidia passed Apple in market cap on Wednesday as investors continue betting on the chipmaker behind the artificial intelligence boom. Nvidia is now the second-most valuable public company, behind Microsoft. Nvidia also hit a $3 trillion market cap milestone on Wednesday after shares rose over 5%. Nvidia passed Apple in market cap on Wednesday as …
Nvidia accounts for a staggering 43% of the S&P 500’s gains year-to-date, highlighting the dismal breadth of the market. Many stocks are down while tech continues to monopolize attention, reminiscent of the unsettling patterns seen in 2008. If you’re bullish and believe the Fed will cut rates soon, you must recognize that stocks are now …
Amazon, Apple, Google, Microsoft and Nvidia (5 largest stocks) COMBINED now account for a record 27% share of the S&P 500. This is up from ~19% in just 2 years. In 2015, the percentage of 5 largest stocks was just 11%. It is 9 percentage points higher than in Dot-com bubble. pic.twitter.com/ywNf927cWE — Global Markets …
Nvidia (NVDA) stock traded above $1,100 for the first time ever on Tuesday, a move that allowed shares to surpass their previous record closing high. Shares finished the day above $1,140. The milestone moment comes after Elon Musk’s artificial intelligence startup xAI said Sunday that it raised $6 billion in a Series B funding round, …
Nvidia CEO and cofounder Jensen Huang became a much richer man Thursday as shares of his semiconductor chip company that’s become the poster child of the artificial intelligence movement surged to a fresh all-time high, placing him among the world’s Top 20 wealthiest, according to Forbes calculations. Key Takeaways Huang’s net worth grew by almost …
Stocks fell Thursday, with the Dow Jones Industrial Average registering its worst day of 2024, as a post-earnings rally in Nvidia failed to lift the broader market. The 30-stock Dow slid 605.78 points, or 1.53%, and closed at 39,065.26 for its worst session of the year. Boeing was the biggest laggard in the Dow, falling …
BREAKING: Stanley Druckenmiller sold 30% of his Nvidia stake. Says he could see A.I. stocks dropping 80% like 2000. https://t.co/NVNP8E6PJS pic.twitter.com/bvPEOC01Fu — Financelot (@FinanceLancelot) May 8, 2024 BARRON’S Nvidia Stock Slips. Why AI Chip Plays Are Having a Tougher Time.
This is absolutely insane: Nvidia stock, $NVDA, is now up a massive 17% from its low just 5 trading days ago. The stock has jumped from a low of $756 to $880+, adding ~$320 BILLION in market cap. This week alone, Nvidia has added market cap equivalent to the entire value of… pic.twitter.com/NEZFsGQvcy — The …
via schiffgold: What is Nvidia? If you’re a committed gamer the question may sound like nonsense. Nvidia, which was founded in 1993, is a tech company that makes GPUs and other products. It originally specialized in making products for the video game industry, that assisted in 3D rendering. If you were a committed gamer, you probably owned their products. If you weren’t, you might not have heard …
#recession … #Tech Bubble 2.0 edition #ArtificialIntelligence $SMCI 📉 ☠️ https://t.co/aMbJZAmuol pic.twitter.com/TzrnPdiFGR — Invariant Perspective (@InvariantPersp1) April 19, 2024 🚨BREAKING STOCK NEWS📉 : Super Micro Computer (SMCI) Stock CRASHES -15% Amid Financial Result Concerns – $SMCI reached its peak on the day of the ODTE white paper bubble release in March and has since plummeted …
A team of researchers in China has demonstrated how a low-cost Nvidia Jetson TX2i system-on-chip for industrial applications can significantly enhance capabilities of hypersonic weapons — achieving speeds above Mach 7, according to a report by the South China Morning Post. This SoC, which is not restricted by U.S. export controls and is much more …
Nvidia is in a bubble, stocks will falter, and a recession will hit this year, Jesse Felder said. The markets guru said the microchip frenzy would fade, and stock-market returns would drop off. Prepare for slower growth, higher unemployment, and sticky inflation and interest rates, he said. Nvidia hype is a bubble that will burst, …
Nvidia, which makes graphics processing units, or GPUs, has been a key beneficiary of the artificial intelligence boom thanks to demand for its chips. The company’s shares were briefly off 10% from their most recent all-time closing high of more than $950 apiece. The stock closed at a price of $853.54 on Tuesday, down 2% …
Nvidia hard rejection. Facing the first down week of 2024. pic.twitter.com/VuLG4tMbeF — Mac10 (@SuburbanDrone) March 27, 2024 The stock of the week is Micron which posted a "surprise" profit this week and guided up on what else – AI. The interesting thing is that during this past year's melt-up, the stock was unprofitable EVERY quarter. …
Nvidia (NASDAQ: NVDA) has had a well-deserved rally over the past year as the outright leader in artificial intelligence chips. How does Nvidia continue to maintain a near-stranglehold on the AI chip market? A big reason has to do with CUDA, its full-stack software library, with software defined kits and proprietary applications that enable developers …
High-powered chipmaker Nvidia has teamed up with artificial intelligence health care company Hippocratic AI to develop generative AI “agents” that not only outperform human nurses on video calls but cost a lot less per hour. The two companies on Thursday announced their collaboration to build “empathetic health care agents” powered by Nvidia and trained on …
