Thursday, August 24, 2023

Completely Unexpected -- CNBC This Morning -- AMD Now Bigger Than Intel -- Market Cap -- August 24, 2023

Locator: 45477TECH.  

Disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. 

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.  

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.

Today: NVDA, market cap -- $1.25 trillion. 

For the record: when "looking back," I no longer look back farther than five years. Looking forward, my horizon is 30 years. When grocery shopping, I no longer buy green bananas.

In the graphic below, for those folks who actually look at the graph, 99.99% will still miss the most important thing about that graph. 

INTC, NVDA, AMD: Wow, talk about missing the mark. From April 8, 2022. Link here. It will be interesting if this article quietly disappears. Market cap a year ago:

Today:

  • NVDA: $1.16 trillion
  • AMD: $176 billion
  • INTC: $142 billion

From a year ago to today:

  • INTC: $193 --> $142
  • AMD: $166 --> $176
  • NVDA: $614 --> 1,160

Cash / market cap: the new moats?

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