Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Contact: @invoyager

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πŸ‡ΊπŸ‡Έ#NVDA #insider #congress #data
Pelosi exercised her option to Nvidia (20,000) and a day later announced she was backing a semiconductor bill, including $52B in semiconductor chips manufacturing subsidies
πŸ‡ΊπŸ‡Έ#chip #us
The U.S. Senate voted for a chip bill ("CHIPS-plus"), includes roughly $52B. It is now up the House.

Biden urged to pass this bill as soon as possible.

Biden says he wants to sign a new $52 billion U.S. chip bill as soon as possible
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Intel is considered the favorite

#INTC #AMD #NVDA #watchlist
βš‘οΈπŸ‡ΊπŸ‡Έ#NVDA #report
Nvidia
2Q ADJ EPS 51C, EST. 50C
2Q REV. $6.70B, +3% Y/Y
2Q ADJ GROSS MARGIN 45.9% VS. 66.7% Y/Y

2Q GAMING REV. $2.04B, -33% Y/Y
2Q DATA CENTER REVENUE $3.81B, +61% Y/Y

SEES 3Q REV. $5.90B PLUS OR MINUS 2%, EST. $6.92B
πŸ‡ΊπŸ‡Έ#NTAP #ADSK #SNOW #CRM #NVDA #VSCO on report
πŸ’₯πŸ‡ΊπŸ‡ΈπŸ‡¨πŸ‡³#NVDA
Nvidia is offering a new advanced chip in China

U.S. banned export of advanced microchips and equipment to produce advanced chips to China #ban

The new rules restrict rates of 600 gigabytes per second and up

#INTC #us #chip
✴️🌎#cars #metaverse #forecast #crypto
Nvidia: metaverse will be part of the automotive industry in 2023
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Nvidia is developing industrial metaverse

#NVDA #META
πŸ‡ΊπŸ‡Έ#NVDA #ai
MarketWatch: no other company has been as closely linked to being the enabler of AI in recent years as NVIDIA
🌎#chip #ai #ChatGPT
ChatGPT and other AI-bots boost demand for high-performance memories (HMB)

in the mid- to long-term, experts predict that the development of AI-specific DRAMs such as HBM will make a big change in the semiconductor industry

#NVDA #AMD #INTC
βš οΈπŸ‡ΊπŸ‡Έ#NVDA #bubble #analogy
another analogy:

Nvidia (present days) vs. Cisco (2000)
βš οΈπŸ‡ΊπŸ‡Έ#NVDA #analogy #bubble
another analogy:

Nvidia (present days) and Cisco (in the days of dotcom mania)
βš οΈπŸ‡ΊπŸ‡Έ#stocks #us #tech #short
WSJ: short interest in the highflying megacap tech stocks - "Magnificent Seven" = min since 1996

#AAPL #MSFT #GOOGL #AMZN #NVDA #META #TSLA
βš οΈπŸ‡ΊπŸ‡Έ#NVDA #analogy #bubble
another analogy:

Nvidia (present days) and Cisco (in the days of dotcom mania)
βš οΈπŸ‡ΊπŸ‡Έ#NVDA #bubble #analogy
Nvidia looks a lot like Cisco in the final phase of the dot-com bubble
πŸ’₯πŸ‡ΊπŸ‡Έ#NVDA #bubble #history
Nvidia surged by $277B (equivalent to Netflix's entire market cap) in a single day = the largest single-day increase in a company's market cap in stock market history.
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many (here) are now comparing (here) Nvidia to Cisco during the dot-com era.
πŸ‡©πŸ‡ͺ#NVDA #germany #stocks
Nvidia's market cap now exceeds that of the entire German stock market.
βš οΈπŸ‡ΊπŸ‡Έ#NVDA #bubble #analogy
Nvidia's stock currently resembles Cisco's stock in the final phase of the dot-com bubble.
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Nvidia's stock has risen by 22,000% over the past 10 years.
πŸ‡ΊπŸ‡Έ#NVDA #AAPL
Nvidia is now worth more than Apple.
πŸ‡ΊπŸ‡Έ#NVDA #macro
Nvidia's market capitalization has surpassed that of the stock markets in France and UK.
πŸ‡ΊπŸ‡Έ#stocks #us #correlation #concentration
BofA: correlation between the stocks in the S&P 500 index and the index itself has dropped to its lowest level in 20 years.
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weight of the top 3 stocks (#MSFT, #AAPL, #NVDA) in the S&P 500 = historic record.

weight of the top 5 stocks in the S&P 500 = historic record.

market cap of the top 10% of stocks has hit its highest level since 1929, surpassing 2000 (chart)

JPMorgan: the dominance of the 10 biggest stocks in US equity markets is increasingly drawing similarities with the dot-com #bubble