Nvda and law of large numbers

At the Rate nvda is moving its adding approximately $150 to $200 billion market capitalization a month. In the last week alone its added $80 billion in market cap. It's becoming a bloated pig. At the end of the year this will be an additional $1.5 to $2 trillion in market capitalization, making it the most valuable company in the world, sorry to say it, but no way no way no way, do earnings justify this kind of market capitalization


Simply throw away those EPS calculation, NAV calculation .....
Trading and reasoning don't mix.

When you trade stocks/futures,
take some profit when the price moves in your favor.
Leave some quantities behind because the price might go to the moon, Mars and beyond.
 
I'm fortunate to be in some of these Mag 7's.
All long spread option positions, no shares.
I've been rolling higher all along, taking some profits.
This ballistic trajectory is new to me.
It feels a bit like musical chairs.
Waiting for the music to stop and hoping to have a place to sit.
I have some hedges in place, but I'm still nervous,
trying not to be greedy and blinded by it...
 
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Nvda today including after hours has added another $50 bullion in market capitalization


So to think of It like this.

1 day. Just 1 24 hr day nvda added an entire general motors......

An entire general motors with 167,000 employees....

Let that sink in for a moment!!!!
 
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Nvda today including after hours has added another $50 bullion in market capitalization


So to think of It like this.

1 day. Just 1 24 hr day nvda added an entire general motors......

An entire general motors with 167,000 employees....

Let that sink in for a moment!!!!
That's pocket change. Meta just added $156 Billion in 4 hours. :rolleyes:
 
At the Rate nvda is moving its adding approximately $150 to $200 billion market capitalization a month. In the last week alone its added $80 billion in market cap. It's becoming a bloated pig. At the end of the year this will be an additional $1.5 to $2 trillion in market capitalization, making it the most valuable company in the world, sorry to say it, but no way no way no way, do earnings justify this kind of market capitalization

The Stock market can stay irrational longer than you can stay solvent.

Market could continue this bubble rally into 2025 and 2026.

NDX 25,000

18 year bull market cycle from 2008. Then we get a 80% crash all the way back down to 5000.
 
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