Locator: 46892NVDA.
Does anyone really have time to read all these articles, or do we simply read the headlines, and move on ? Link here. I know one famous investor sits in his office and reads 10-Ks all day long. Was tech even mentioned in "The Letter" this year? It's almost as if "tech" is a four-letter word for some investors.
Barron's take, link here.
After clearing an already-high bar for its earnings on Wednesday, Nvidia’s stock gained $276.65 billion in market value on Thursday, the largest one-day gain for any company on record.
That’s larger than Meta’s record one-day market value gain of $204.49 billion, set on Februay 2, 2024.
Nvidia blew past expectations for its fourth-quarter earnings and revenue, and gave current-quarter guidance that well exceeded expectations.
Nvidia shares hit an intraday high of $785.75. With a current market cap of $1.963 trillion, Nvidia also easily surpassed Amazon.com and Google-parent Alphabet to become the third-largest U.S. company by market value, after Microsoft and Apple.
And, by the way, they did this with one hand tied behind their back:
- Biden's doling out money to all "chippers" except Nvidia;
- Biden has specifically designated Nvidia, among all the "chippers," as the biggest threat to US security
- has banned sale of high-end / high-margin Nvidia chips to #2 global buyer, China
- Biden's favs: Intel and GlobalFoundries
- Nvidia was able to pivot quickly; seed corn will show results this year
P/Es and P/Ss, link here:
The superlatives keep coming, link here:
Apple leads the list:
- of the eleven cited, the oldest goes back to only 2020 -- speaks volumes about coming out of the pandemic
- of the eleven cited,
- Apple: four
- MSFT: two
- Nvidia: two
- Meta: one
- Amazon: one
- Tesla: one
Is this useful? Link here.
NASDAQ, link here:
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.