- The Street Sheet
- Posts
- š± What If NVIDIA Never Existed?
š± What If NVIDIA Never Existed?
Plus, the market leader by a margin of more than 1,000%...
Hi All - Happy Saturday and welcome back to Street Tweets from The Street Sheet.
The weekend is finally here, and we plan to use it in the most productive way possible: scrolling through our social media feeds, taking screenshots, and sharing the links.
āTis the season of giving.
Together With ProsperityPub
Stop hunting for trades the hard way. Apollo uses Jeffry Turnmireās 27 years of trading expertise to identify stocks primed to move. With real-time alerts, itās like having a personal trading assistant working for you.
Market Review:
It was a volatile week on Wall Street, with major indexes closing lower despite a strong Friday rally after Novemberās PCE inflation data came in cooler than expected.
Yesterday, the Dow Jones Industrial Average surged 1.2% on Friday after cooler-than-expected inflation data helped ease some market fears. The S&P 500 rose 1.1%, and the Nasdaq gained just over 1%.
However, all three major indices posted weekly losses, with the Dow dropping 2.3%, the S&P 500 falling 2%, and the Nasdaq losing 1.8%. The week's volatility was sparked by the Federal Reserve's reduced outlook for rate cuts, alongside stubborn inflation concerns.
Market Preview:
The coming holiday week will be an abbreviated one for Wall Street. But several key economic reports are still on the docket, starting with December's consumer confidence data on Monday. On Tuesday, investors will watch November's durable goods orders and new home sales figures.
Markets will be closed on Wednesday for Christmas. But the fun will resume on Thursday, when initial jobless claims for the previous week will be released. Finally, Friday will bring November's retail and wholesale inventories.
What if #Nvidia never existed?
Without $NVDA, the S&P 500's performance falls short of beating Europe's stock market.
Just how much is one stock carrying the U.S. market? šš
ā Hedgeye (@Hedgeye)
11:07 PM ā¢ Dec 14, 2024
Talk about over-concentrationā¦
But if one stock is carrying the whole market, the real question isnāt, āWhat if it never existed?ā Itās, āWhat if its strength gives out?ā
Stay tuned. More on that tomorrow.
I love Jeffrey Ubben's Investment Framework.
ā¢ Mission critical components
ā¢ Small part of customer costs
ā¢ Sticky customer relationships
ā¢ Few / no competitors or alternatives
ā¢ Little customer concentration
ā¢ Network Effects
What names fit this description?
ā Brandon Beylo (@marketplunger1)
2:03 AM ā¢ Dec 18, 2024
Adobe has no competitors?
Guess Jeffrey Ubben is too bougie to turn to Pixlr.com in a pinchā¦
Jokes aside, I love this list. Any ideas of other names that should be included?
The fattest free cash flow margins in the Nasdaq 100, if you exclude SBC.
ā Koyfin (@KoyfinCharts)
1:41 PM ā¢ Dec 18, 2024
If trying to read that hurts your eyes as much as it hurts mineā¦
The top 10 in order are:
NVIDIA
Marriott
Booking Holdings
PDD Holdings
MercadoLibre
AppLovin
Verisk Analytics
Roper Technologies
Gilead Sciences
Analog Devices
Together With Nike
This Holiday Season, Give Yourself the Gift of Nike Air Max.
This winter, take your footwear game to the next level with Nike's Air Max collection for men. With a diverse range of models, this collection prioritizes comfort and functionality, perfectly tailored to meet your everyday needs. Whether you're hitting the gym or heading out for a casual outing, these sneakers deliver the support you crave without compromising on style.
Find the perfect pair that matches your lifestyle and get ready to make a statement with every step. Treat yourself to a fresh pair from the collection this holiday seasonāyou deserve it.
just remember, if the entire market crashed 50%, weād be atā¦where we were less than 2 years ago in Jan 2023
ā Quoth the Raven (@QTRResearch)
1:06 AM ā¢ Dec 19, 2024
A refreshing glass-half-full take.
Funny enough, my New Yearās resolutions wouldnāt change, either.
Maybe time really is a flat circleā¦
Returns since election...
Fartcoin: +1,500%
Dogecoin: +131%
Tesla: +91%
MicroStrategy: +70%
Coinbase: +61%
Bitcoin: +52%
Trump Media: +12%
Banks: +6.4%
S&P 500: +4.8%
US Dollar: +4.0%
Small Caps: +3.1%
---
US Bonds: 0%
Oil: -1.9%
International Stocks: -2.3%
Gold: -3.7%
Energy:ā¦ x.com/i/web/status/1ā¦ā Charlie Bilello (@charliebilello)
3:14 AM ā¢ Dec 18, 2024
Thanks, 2024.
In a year equities and indexes smashed records left and right, the market leader by a margin of more than 1,000% isā¦ Fartcoin. Which, yup, checks out.
TRIVIA
What was the best performing large-cap stock of 2023? |
Reply