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Who has benefited the most from Nvidia’s meteoric rise?
Unsurprisingly, none other than Nvidia $NVDA CEO and cofounder Jensen Huang.
According to Fortune, just five years ago, Jensen was worth around $4B.
Now, thanks to Nvidia's stock surge, his net worth has skyrocketed to
The demand for AI chips is insatiable.
Nvidia’s $NVDA revenue growth for the most recent quarter sits miles ahead of the rest of the Magnificent 7.
The next closest company is Meta $META, with 27% growth, followed by Microsoft $MSFT at 17%.
And not all companies in the
In the stock market, there’s always something to worry about.
Because of that, it doesn’t hurt when companies have a little bit of cash on hand.
Why?
A solid cash reserve gives companies the flexibility to pay off debt, pursue acquisitions, distribute special dividends, buy
Google $GOOG is reporting earnings after the bell.
Analysts are expecting:
EPS --> $1.85 (+28% YoY)
Revenue --> $84.35B (+13% YoY)
Here's their income statement from last quarter👇
Nancy Pelosi is back.
Yesterday, she purchased up to $1.25M in call options for Palo Alto Networks $PANW.
She previously purchased up to $5M in Nvidia $NVDA call options back in 11/22/23.
Nvidia has gone up +60% since then.
Dates below reflect when they were published.
Every investor should read Warren Buffett's $BRK.A $BRK.B $BRK annual shareholder letter.
I spent this morning reading it.
Here's 12 important lessons:
Nvidia $NVDA closed with a $3T market cap for the first time ever today.
$10,000 invested into the chip maker back in 2010 is worth roughly $3.2M today.
One of Warren Buffett’s most famous quotes?
“Rule No 1: never lose money. Rule No 2: never forget rule No 1.”
When an investor faces a big loss on a stock, they need a higher return to get back their initial investment.
This happens because the loss shrinks the investor’s base
Before you invest in any company, look at this metric👇
The Price/Earnings-to-Growth (PEG) Ratio.
This metric goes beyond the basic PE ratio by factoring in expected future earnings growth, giving a more comprehensive view of a stock's value.
Legendary investor Peter Lynch
In the last quarter, Nvidia's revenue climbed 262%.
This was miles ahead of the rest of the Mag 7.
How fast will revenue grow in Q2?
$NVDA $META $MSFT $GOOG $AMZN $AAPL $TSLA
Fun reminder that Warren Buffett gets paid nearly $870M annually in dividends from Apple.
This equates to roughly $99K per hour.
$AAPL $BRK $BRK.A $BRK.B
Apple $AAPL commands a remarkable 71% market share in the global premium smartphone market, according to data from Counterpoint Research.
Will others be able to close the gap?
You could make a strong argument for this guy being the most successful investor of all time.
Jim Simons was a mathematician that used quantitative models and algorithms within his Renaissance Technologies hedge fund to drive ridiculous returns.
How crazy are we talking?
Stanley Druckenmiller is one of the world’s most famous investors, known for working with George Soros and betting against the British Pound in the 1990s.
Here is his stock portfolio visualized👇
$MSFT $CPNG $NVDA $NVDA (Call) $LLY $TECK $STX $VRT $NWSA $GE $VST $UBS $CVX
You should know this about Trump’s running mate J.D. Vance👇
The Ohio senator, recently picked by Trump as his choice for VP in the 2024 Presidential election, holds a considerable stake in Bitcoin $BTC.
Estimated between $100K to $250K, his investment is housed in a Coinbase
“Far more money has been lost by investors in preparing for corrections, or anticipating corrections, than has been lost in the corrections themselves.” - Peter Lynch
$SPX $SPY $VOO $QQQ
Billionaire Chris Hohn is one of the most recognized hedge fund managers in the world.
He is known for his activism as well as charitable donations.
Here is his portfolio👇
$GE $CNI $MCO $CP $V $MSFT $SPGI $GOOG $TMO $FERG $GOOGL
Nothing beats long term investing.
The Dow Jones Industrial Average has hit 40,000 for the first time in history.
The index has hit significant milestones over the the last few decades, each reflecting pivotal economic phases.
It first reached 10,000 in March 1999 during the
📕 It’s a tale as old as time.
Congress members trading stocks raises ethical concerns due to potential conflicts of interest with their legislative duties.
Recently, the debate has intensified over whether stricter regulations or a complete ban on such trades should be
Many investors make this mistake.
Anyone can track the stock portfolios of the best investors in the world, yet many don’t seem to take advantage of it.
Yesterday, billionaires and money managers released their portfolios for Q2 2024.
Here are 15+ must follow portfolios👇
Apple $AAPL Q2 FY24 Earnings:
🟢 Earnings: $1.53 vs. $1.50 Est.
🟢 Revenue: $90.75B vs. $90.01B Est.
🔴 iPhone Revenue: $45.96B vs. $46.00B Est.
*Raises dividend 4% to $0.25
*Announces $110B share buyback
Why did Nvidia get subpoenaed?👇
Well first, what exactly is a subpoena?
It’s essentially a legal order requiring a company to appear before a court and testify on specific issues.
In Nvidia’s case, the Justice Department is investigating whether the company’s commanding
Google $GOOG Q2 2024 Earnings:
🟢 EPS: $1.89 vs $1.84 Est.
🟢 Revenue: $84.74B vs. $84.19B Est.
🔴 YouTube Ad Revenue: $8.66B vs. $8.93B Est.
🟢 Google Cloud Revenue: $10.35B vs. $10.20B Est.
*Revenue increased 14% YoY
*Google Cloud surpassed $10B in quarterly revenue and $1B
You know what’s harder to find than Nvidia $NVDA H100 chips?
Hermès $HESAY Birkin bags.
In the most recent quarter, Hermès reported a robust 17% increase in first-quarter sales, reaching €3.8B.
Even more impressive — every geographical area Hermès operates in recorded
The day is finally here.
After market close today, Nvidia $NVDA will be undergoing its 10-for-1 stock split.
Shareholders will receive nine additional shares for every share they own.
The first day of Nvidia’s $NVDA split-adjusted trading will be on Monday.
It’s important to
With earnings reports in for the entire Magnificent 7, it’s clear Nvidia’s $NVDA triple digit revenue growth stands out.
The next closest contender, Meta $META, posted 22% growth, followed by Microsoft $MSFT at 15%.
Not all members of the Magnificent 7 are experiencing rapid
Most Valuable Public Restaurants In The World
McDonald's $MCD sits comfortably at the top, Starbucks $SBUX is in second, and Chipotle $CMG is in third.
$YUM $QSR $DRI $DPZ $TXRH $WING $CAVA $BROS $WEN
Why is it important to look at profit margin?
A high margin signals competitive strength, effective pricing strategies, operational efficiency, and skilled management.
It's essential to note that margins vary across industries.
For instance, software companies often have
Does the stock market really care whose in office?👇
Based on historical data, the answer is not really.
Over the long term, the stock market has done well under both Democratic and Republican administrations, per data from The Motley Fool.
From a mean perspective, the S&P
Google $GOOG made a whopping $175B off its search engine in 2023.
This corresponds to roughly 56.9% of its total revenue.
The rest of its revenue primarily comes from its Other, Cloud, YouTube, and Network segments.
Each of these individually make up around 10-11% of its total
❌ Many investors make this mistake.
Anyone can track the stock portfolios of the best investors in the world, yet many don't seem to take advantage of it.
This information is invaluable.
Here are the top 10 stock portfolios of legendary investors, visualized👇
TSMC $TSM just signaled a warning.
The world's largest advanced chipmaker reported Q1 2024 earnings on Thursday.
Although TSMC exceeded quarterly expectations, their less optimistic outlook led to a near 5% drop in shares for the day.
Here’s a rundown of the key figures:
The GOAT just updated his portfolio.
Berkshire Hathaway $BRK.B released its 13F for Q1 yesterday, allowing us to take a peak into how Warren Buffett is investing.
Buffett sold out of HP $HPQ, and reduced his positions in Paramount $PARA, Apple $AAPL, Sirius XM $SIRI,
🦾 Nvidia $NVDA has truly been a standout investment over the past five years, boasting an impressive return of over 1,700%.
And it doesn't stop there—this year alone, Nvidia's value has skyrocketed by more than 50%!
As of today, Nvidia's market cap is currently at a whopping
Nvidia $NVDA is now the most valuable company in the entire world.
A decade ago, its market cap was a mere $10B.
Since then, it's grown by a staggering 30,000%, marking a 300x return.
This meteoric rise has propelled Nvidia's market cap to $3.34T, surpassing both Microsoft
Legendary investor Peter Lynch once shared a timeless piece of wisdom:
“I subscribe to the crusty notion that sooner or later earnings make or break an investment in equities.
What the stock price does today, tomorrow, or next week is only a distraction."
Among the top 10
Earnings season is here.
$TSLA and $GOOG report today.
Here's how the Magnificent 7 compare in terms of revenue growth from the most recent quarter.
$NVDA $META $MSFT $AMZN $AAPL
OnlyFans continues to build its adult empire👇
Fenix International, the parent company, just released its financial results for the fiscal year ending November 30, 2023.
Gross payments—the total amount users spend on the platform—jumped 19% to $6.6B, up from $5.6B the previous
Alphabet, Google’s parent company, is eyeing its largest acquisition ever👇
The company is in advanced talks to acquire Wiz, a cybersecurity startup, in a deal valued at $23B.
Wiz has quickly become one of the fastest-growing software startups globally, securing deals with 40%
Louis Vuitton Moet Hennessy is reporting earnings today.
Between 2008 to 2023, the company's sales increased by 401%, or a CAGR of roughly 12%.
In the most recent quarter, revenue increased 3.4%.
Will we see a re-acceleration, or continued low single digit growth?
$LVMUY
The next few months could get shaky.
According to historical data from TrendSpider, September and October are historically the worst two months for the S&P 500 during an election year, based on the last 25 years of data.
In September, the S&P 500 has had just a 33% win rate,
The rumors are true.
My investing newsletter hit 5,000 subscribers this morning.
Thank you all for the immense support and feedback.
100K by the end of the year is still the target🎯
What is one of the most important metrics you should look at before investing in any company?
Return on Invested Capital, or ROIC.
ROIC measures how well a company generates profits from its total capital, demonstrating the efficiency of its investments.
A high ROIC
Now that most major companies have reported earnings, its time look beyond just revenue and profits.
A key component to analyze is a company's liquidity—essentially, how much cash they have readily available.
This cash reserve is vital because it gives companies the ability
Alphabet $GOOG $GOOGL Q1 2024 Earnings:
🟢 Earnings: $1.89 vs $1.51 Est.
🟢 Revenue: $80.54B vs. $78.59B Est.
🟢 YouTube Ad Revenue: $8.09B vs. $7.72B Est.
🟢 Google Cloud Revenue: $9.57B vs. $9.35B Est.
*Board approved cash dividend of $0.20 per share
*Board authorized
Can Apple Intelligence $AAPL revive iPhone sales?
Since FY21, total iPhone revenue has increased just 3.7%.
During Apple's recent WWDC event, they unveiled a wave of new AI-driven features.
However, there’s a catch: these enhancements won't be available on older iPhone models
Is this the most resilient stock market in history?
Despite record high interest rates, above average inflation, and other headwinds, the market continues to reach all time highs.
Last week, the S&P 500 $SPX briefly crossed the 5,500 market for the first time ever.
A few