Thursday, October 3, 2024

Seriously, Not On My Bingo Card Today -- October 3, 2024

Locator: 48470TECH.

NVID:

Nvidia overnight:

And before that:

Nvidia's Blackwell Demand Is Surging
Has Jensen Huang Nervous
Worried About Meeting Demand

At the end of the day, no other sector is doing this; no other company is doing this.

Despite the huge infusion of Biden-cash, Intel - INTC continues to fall: 


AMD, up 16% in the past month:

At one time, the P/E seemed to mean something. Apparently not any more. AMD, a legacy company, has a P/E of almost 200. NVDA? 56. AAPL: 35. DIS: 36.

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