Locator: 52201NVIDIA.
Interesting, isn't it? Has anyone seen "black swan" mentioned lately? I feel I'm fairly well read and yet I haven't seen that term lately. I'm sure it's been mentioned but not as often as I would have expected.
And we move on.
Forbes, AAPL, October 16, 2026: this article did not age well, although at the time, it seemed right on the money -- but things have changed (YouTube music, Bob Dylan).
AAPL, share price:
- October 16, 2026: $343.46
- November 16, 2026: pending, but on November 14, 2026: $356.27.
Percent change: 3.7%.
This surprised me (the PEG):
- P/E, record high, recently: 40 (NVDA: 20)
- P/E, forward: 37 (10)
- PEG: 4 (25)
And, tomorrow, November 16, 2026, Apple pays its dividend.
By market cap (link here):
- Apple: $5.18 trillion
- Nvidia: $3.92 trillion
- Microsoft: $3.89 trillion
- Alphabet: $3.60 trillion
- Amazon: $2.88 trillion
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Nvidia
AI provides an excellent review of what's going on with Nvidia right now.
Question: Vanguard's, BlackRock's reaction as evidenced by institutional holdings? Answer: neither have sold any NVDA shares in the current timeframe of interest.
Link here. Link: https://share.google/aimode/9HJsnlMMmfCPH6bcC.
Two important data points to note:
- While passive giants are locked in, active institutional investors have
been far more vocal. For example, active tech funds Altimeter Capital
and Atreides Management—which hold over $2.1 billion combined—sent a
formal letter urging Nvidia's board to conduct a deliberate search that
leaves the door open for Huang's eventual return.
- The upcoming
November 17 earnings call will be interim CEO Colette Kress's first
major test in front of these institutional investors. This should be fun: listening to Nvidia's CFO under Jensen Huang, and now CEO. I think this will be fascinating.
See Brian Sozzi's "take" on all of this. Link here.
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Disclaimer
Briefly:
I am
inappropriately exuberant about the Bakken and I am often well out front
of my headlights. I am often appropriately accused of hyperbole when it
comes to the Bakken.
I am inappropriately exuberant about the US economy and the US market.I am also inappropriately exuberant about all things Apple.See disclaimer. This is not an investment site. 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 something appears wrong, it probably is. Feel free to fact check everything.
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. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.I am also inappropriately exuberant about all things Apple. And
now, Nvidia, also. I am also inappropriately exuberant about all things
Nvidia. Nvidia is a metonym for AI and/or the sixth industrial
revolution. I've
now added Broadcom to the disclaimer. I am also inappropriately
exuberant about all things Broadcom. Now, I've added Amazon. And QCOM.
Nothing on this site should be seen as recommendations for the general
public. On the other hand, I have no problem if members of my extended
family "see" recommendations I might be making - but only members of my
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