Login with your ZeroHedge Premium account

Sign up here for the free newsletter

{{message}}

Subscribe with a new email
      Gold - immune to outflows

      Not an outflow in over a month. Impressive...

      Gold - immune to outflows
      Source: GS
      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