Nvidia in 2024 vs. Cisco Systems in 2000 I posted a previous comparison a few weeks ago. This is an update. NVIDIA recently earned the most valuable company in the world status with an EV of $3.3 trillion, a record 11.7% of total US GDP at its recent peak on June 18, more than twice as high as Cisco's achievement in 2000. It also has an even richer multiple of 41 times revenues. Will be future growth be up to the lofty market expectations? #competitiveadvantage #strategicfit
Claudio Saes’ Post
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Founder 50 yr Consultant, teaching China, global knowledge AI neural net, automation macro, sectors, biotech, supply chain optimization asset, debt bubbles, recession, knowledge debottleneck
@Charles no comparison to 2000 CSCO. NVDA is supported by S HApAn Taiwan government CHIP , AI billion joint venture and Fed new priority recession fighting M7 trillion cash share buy back, drive stocks to all time high created trillion capital gain pull out of 2023 recession supporting NVDA fast GPU chips for M7 data center, graphics , stock price soared by fully price in the decades future AI development, while CSCO spend decade into 2000 full IT growth.
Chief Investment Officer & Member of the Executive Committee at Syz Group ¦ 175,000+ followers
Nvidia in 2024 vs. Cisco Systems in 2000... #Nvidia recently earned the most valuable company in the world status with an EV of $3.3 trillion, a record 11.7% of total US GDP at its recent peak on June 18, more than twice as high as Cisco’s achievement in 2000. It also has an even richer multiple of 41 times revenues. Will be future growth be up to the lofty market expectations? Source: Crescat Capital, Bloomberg, Tavi Costa
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Nvidia lost $550 billion in market capitalization over three days. The company has dropped to third place in terms of market capitalization among all companies, with an evaluation of $2.905 trillion. 😱💸 Currently, Nvidia's chart mirrors Cisco's chart. Will history repeat itself again? 📉🤔 #EconomicForecasts @Economyfinancemoney
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Nvidia lost $550 billion in market capitalization over three days. The company has dropped to third place in terms of market capitalization among all companies, with an evaluation of $2.905 trillion. 😱💸 Currently, Nvidia's chart mirrors Cisco's chart. Will history repeat itself again? ��🤔 #EconomicForecasts @Economyfinancemoney
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Wealth Advisor @ PEAK Wealth Management | CHARTERED RETIREMENT PLANNING COUNSELOR™
Nvidia has contributed an astounding 33% of the S&P 500’s total return for the year. Such a large impact from one company is rare: from 2016 to 2023, the largest contribution from a single company averaged about 10%. While the S&P 500 has gained 14.1% as of June 13th, the equal-weighted version has only gained 4.4%. This disparity illustrates that the headline return can sometimes overstate the average of an S&P 500 company's performance. This phenomenon reinforces the importance of a comprehensive analysis when evaluating portfolio performance.
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Nvidia, a major chip maker, hit a milestone by reaching a market value of over $2 trillion for the first time, closing at a record high. The company's shares have soared over 70% this year, largely driven by Dell's positive earnings report indicating increased orders for its AI-optimized servers featuring Nvidia processors. This achievement was anticipated by the market, highlighted by the broader milestone of the spy ETF reaching $500 billion. However, discussions are focusing on Nvidia's future challenges in maintaining its growth momentum, especially as the earnings cycle slows down. #nvidia #Dell #AI
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NVIDIA Corporation isn’t producing enough #ArtificialIntelligence chips to satisfy its buyers’ demand, according to a company that uses the chips in its servers. Super Micro Computer, a company that heavily relies on #Nvidia hardware, blamed “key components supply shortages” for disappointing revenue guidance posted Tuesday evening. CEO Charles Liang said #SuperMicroComputer was doing everything but begging Nvidia for more #AI chips when asked about a delay between when Nvidia realizes revenue and when equipment manufacturers do on the company’s earnings call. “We believe their capacity [is] growing and that’s why we talk to them every day, asking for more,” Liang said. “So hopefully we can gather more support from them and hopefully their capacity grows more quickly.” Super Micro shares pungled nearly 24% on Wednesday, but investors pointed the finger at Nvidia too, sending its #stock down 4.7%. More at #Proactive #ProactiveInvestors #NASDAQ #NVDA http://ow.ly/wJyj104QKFM
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Radio Access Network Control Senior Engineer at Etisalat Egypt | Coding Instructor | Data Analyst | Ex-AIESECer
Artificial intelligence has transitioned from being a luxury to an essential component across various industries and applications
On June 5, 2024, Nvidia's market capitalization surpassed $3 trillion, making it the third company in history to reach this milestone and the second most valuable company in the world, overtaking Apple. This achievement reflects the meteoric rise of Nvidia's stock price, which has been fueled by the strong demand for its artificial intelligence chips. https://lnkd.in/dHbVXYNV #Power_Of_AI
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NVIDIA TTM Revenues: $79.7 billion. Apple TTM Revenues: $381.6 billion. Microsoft TTM Revenues: $236.6 billion. Nvidia TTM Net Income: $42.6 billion. Apple TTM Net Income: $100.4 billion. Microsoft TTM Net Income: $86.2 billion. Nvidia TTM P-E ratio: 68.5. Apple TTM P-E ratio: 30.2. Microsoft TTM P-E ratio: 36. #Nvidia Market Cap: $3.05 trillion. #Apple Market Cap: $3 trillion. #Microsoft Market Cap: $3.15 trillion. The gamification of US equity markets is now complete. Over and out! #neuron #neuronpartners #neuroninvestors #hedgehawk Nvidia Tops $3 Trillion in Market Value, Leapfrogging Apple
Nvidia Tops $3 Trillion in Market Value, Leapfrogging Apple
bloomberg.com
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Nvidia: Is This Time Different? 🤔 Nvidia has been on an impressive run lately, with its share price hitting around $140. This surge has brought it to a level that is twice its 200-day moving average, as illustrated in the attached chart. Historically, such an extreme deviation often signals a potential slowdown or correction. Source: Bloomberg, Herculis Group #Nvidia #StockMarket #WealthManagement #FinancialPlanning #MarketTrends
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Thanks Claudio for sharing. Indeed, Winter is coming! I am pretty confident we are at the end of a great #stockmarketbubble as is suggested by the chart. But IMHO this one has little resemblance with the Tech bubble and more with that of the Nifty Fifty in the early 70s. Indeed, AI is a driver in the bubble, but I don't think it is a tech centric bubble. If you look at the market breadth it has been performing very poorly over the past months compared to the #Envidia & #FANG. While the the latter are strong companies with strong revenues committed to AI that continue to beat all-time highs day after day, other smaller but well know companies also with a focus on AI like #Snowflake or #Cloudflare are down 65% and 62% respectively since November 2021. The Nifty Fifty bubble arose from an increasing and unsustainable gap between top performing companies and the rest of the market. It will get to a point where the market will realize that multiples paid for the Best of the best have gone too far and as history has taught us, we will most inevitably have a pendulum effect. The challenge is identifying when the bubble will burst. As Keynes and #Thebigshort taught us: «Markets can remain irrational longer than you can remain solvent».