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      A record run

      Nvidia added roughly $1.2 trillion in market value in the most recent 90-day period, which is a record for any company ever, as shown below. By comparison, the next closest large-cap growth company over this most recent 90-day stretch was Microsoft, which added about $400 billion in market cap (and over $1 trillion at their most recent peak). 

      A record run
      Source: Carson
      Vs CSCO

      While technology skeptics have questioned the sustainability of the AI Boom – likening it to a speculative bubble akin to the late 1990s period – Nvidia’s financial results remain substantially better than what Cisco, a posterchild of the DotCom era, produced during the time. As shown below, Nvidia’s quarterly data center revenue has grown more than tenfold since the AI Boom began eleven quarters ago in the fall of 2022. By contrast, eleven quarters into the DotCom boom, Cisco’s quarterly revenue had ‘only’ grown by 3.2x. Nvidia’s impressive financial results underscore how critical the company’s chips are to AI development in this new technological revolution.

      Vs CSCO
      Source: Carson
      3451 Cracker Barrels

      458 New York Times (NYT), 551 Gaps (GAP), 984 Shake Shacks (SHAK), 1,223 Macy’s (M), 2,090 Under Armours (UAA), 3,036 Kohl’s (KSS), or an incredible 3,451 Cracker Barrels (CBRL). 

      Bespoke: "When one company is worth thousands of other recognizable brands outright, it underscores just how unprecedented NVIDIA’s dominance has become."

      3451 Cracker Barrels
      Source: Bespoke
      Making even household corporate giants look like small caps

      With a market cap north of $4 trillion, NVIDIA is worth 6 Walmarts (WMT), 11 Costcos (COST), 20 McDonald’s (MCD), or 25 Citigroups (C). Taking it further, it could swallow 38 Nikes (NKE), 45 Starbucks (SBUX), or 50 Dells (DELL). At the extreme end, NVIDIA’s value equals about 60 UPS (UPS), 78 Chipotles (CMG), 94 Fords (F), 102 Targets (TGT), or 103 eBays (EBAY). Put simply, NVIDIA’s market cap isn’t just massive, it’s in a league of its own, making even household corporate giants look like small caps by comparison.

      Making even household corporate giants look like small caps
      Source: Bespoke
      Deviation

      NVDA is at a huge deviation from it's long-term exponential growth

      Deviation
      Source: 3i Invest
      Aligned

      Nvidia performance, 12m fwd EPS w. consensus seems to be aligned. And the trend is your friend...

      Aligned
      Source: Macrobond
      Hyper

      Nvidia 12M trailing sales and hyperscaler capex

      Hyper
      Source: Macrobond
      Vs FTSE....

      Nvidia traded $50 billion Thursday (more than $2 million per second) — that’s more than 15x what the entire FTSE 100 did in London

      Vs FTSE....
      Source: Chartr
      NVDA vs the World

      At $4.4 trillion, NVIDIA is now bigger than the entire equity markets of five of the seven G7 countries—Italy, Germany, France, the U.K., and Canada.  

      NVDA vs the World
      Source: Bespoke