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🚨 DOTCOM IS BACK AND MATH PROVES IT 🚨 Look at the actual numbers NVIDIA valuation: $5.19T NVIDIA revenue: $80B Walmart valuation: $960B Walmart revenue: $680B NVIDIA is worth 5x more than Walmart while earning 8x less Now think about what's actually driving S&P 500 higher

NoName

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219,624 次观看 • 1 个月前 •via X (Twitter)

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🚨 S&P 500 IS NOT 500 COMPANIES ANYMORE 🚨 Think you're diversified? Look close Five companies make up 28% of the entire index NVIDIA alone is bigger than the whole energy sector And these five aren't independent bets. They're funding each other 1. NVIDIA invests in OpenAI 2. OpenAI pays Amazon 3. Amazon buys NVIDIA chips 4. NVIDIA books revenue 5. Stock pumps 6. Loop repeats That's not growth. That's a closed circuit pretending to be an economy Now look at how fast crashes are getting "fixed": - Dotcom: 1,166 days to recover - COVID: 103 days - 2025 tariffs: 55 days - 2026 Iran conflict: 11 days Every dip trained the market to buy the next one harder But OpenAI is losing $14B a year CAPE ratio is at dotcom levels. Strip out AI and the S&P is 25% lower The index looks healthy. The foundation doesn't Keep it in mind NOTIFS ON!

🚨 S&P 500 IS NOT 500 COMPANIES ANYMORE 🚨 Think you're diversified? Look close Five companies make up 28% of the entire index NVIDIA alone is bigger than the whole energy sector And these five aren't independent bets. They're funding each other 1. NVIDIA invests in OpenAI 2. OpenAI pays Amazon 3. Amazon buys NVIDIA chips 4. NVIDIA books revenue 5. Stock pumps 6. Loop repeats That's not growth. That's a closed circuit pretending to be an economy Now look at how fast crashes are getting "fixed": - Dotcom: 1,166 days to recover - COVID: 103 days - 2025 tariffs: 55 days - 2026 Iran conflict: 11 days Every dip trained the market to buy the next one harder But OpenAI is losing $14B a year CAPE ratio is at dotcom levels. Strip out AI and the S&P is 25% lower The index looks healthy. The foundation doesn't Keep it in mind NOTIFS ON!

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The S&P 500 and Nasdaq closed at record highs, boosted by strong US jobs data and a surge in Nvidia shares, which neared a $4 trillion valuation

The S&P 500 and Nasdaq closed at record highs, boosted by strong US jobs data and a surge in Nvidia shares, which neared a $4 trillion valuation

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This company answers phone calls for Marriott, Caesars, and half of Vegas. Their AI is so human-like, callers have asked it out on a date. $750M+ valuation. NVIDIA backed. 2,274% revenue growth. Here's the voice AI enterprises actually trust: 🧵

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THE SEC FINED NVIDIA FOR HIDING CRYPTO INSIDE GAMING. 🇺🇸 2022: NVIDIA charged for hiding crypto-mining revenue under "gaming." 2 026: NVIDIA now hides gaming itself under "Edge Computing." Same playbook. Different decade. Different revenue category. Q1 2027 revenue: $81,600,000,000. Gaming share: under 8%. When NVIDIA buries a segment, watch what's growing in its place. This time it's AI capex. Last time it was crypto.

THE SEC FINED NVIDIA FOR HIDING CRYPTO INSIDE GAMING. 🇺🇸 2022: NVIDIA charged for hiding crypto-mining revenue under "gaming." 2 026: NVIDIA now hides gaming itself under "Edge Computing." Same playbook. Different decade. Different revenue category. Q1 2027 revenue: $81,600,000,000. Gaming share: under 8%. When NVIDIA buries a segment, watch what's growing in its place. This time it's AI capex. Last time it was crypto.

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France is bolstering its national #AI strategy with NVIDIA infrastructure. AI-native companies and researchers are driving development across industries and higher education using NVIDIA software and accelerated computing. Read more: #GTCParis #VivaTech

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Tom Lee just now on CNBC Closing Bell: We’re in an AI supercycle and sees Nvidia as a bargain at 26x forward earnings … cheaper than Costco or Walmart today and far below Cisco’s 60x back in 1998. In his view, valuations now look far more reasonable than in 1999

Tom Lee just now on CNBC Closing Bell: We’re in an AI supercycle and sees Nvidia as a bargain at 26x forward earnings … cheaper than Costco or Walmart today and far below Cisco’s 60x back in 1998. In his view, valuations now look far more reasonable than in 1999

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In 2009, Charlie Rose asked Jensen Huang about Nvidia vs. Intel. The chipmakers weren’t directly competing but Jensen said GPU vs. CPU was a “battle for the soul” of computing and GPUs would be “more relevant” in time. Intel was worth $100B and Nvidia was at $4B. Today, Intel is at $107B while Nvidia is worth ~1,000x more at $4.4 Trillion.

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In 2009, Charlie Rose asked Jensen Huang about Nvidia vs. Intel. The chipmakers weren’t directly competing but Jensen said GPU vs. CPU was a “battle for the soul” of computing and GPUs would be “more relevant” in time. Intel was worth $100B and Nvidia was at $4B. Today, Intel is at $565B while Nvidia is worth over 1,200x more at $5 trillion.

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Wait. $NVDA CEO Jensen Huang is talking about $3T in annual revenue. 60% margins = $1.8T profit. Nvidia’s market cap = ~$5T. That’s less than 3x earnings. Nvidia is either absurdly cheap today. Or the entire AI thesis is wrong. Which is it?

Wait. $NVDA CEO Jensen Huang is talking about $3T in annual revenue. 60% margins = $1.8T profit. Nvidia’s market cap = ~$5T. That’s less than 3x earnings. Nvidia is either absurdly cheap today. Or the entire AI thesis is wrong. Which is it?

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