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VRA Letter: It’s All About Nvidia…and a Second Dot-com Bull Market. NVDA +837%. SOXL +753%. Quick Hitters; PM’s/Miners. Tesla. Lost Soldier Oil & Gas.

Good Thursday morning. Heads up; I'll be on Wayne Allyn Roots new hit show on Real Americas Voice tonight at 10 PM EST. Hope you can join us! It’s All About Nvidia…and Another Dot-com-like Bull Market The investing world ex ...

Posted On May 23, 20245 MIN Read
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Good Thursday morning. Heads up; I'll be on Wayne Allyn Roots new hit show on Real Americas Voice tonight at 10 PM EST. Hope you can join us!

It’s All About Nvidia…and Another Dot-com-like Bull Market

The investing world expected Nvidia to beat on Q1 earnings…they did not disappoint. Check out these mind-blowing statistics:

- $26 billion in revenue (in a single quarter) vs estimates of $24.69 billion. Net income was up 600% y/y

- Earnings per share of $6.12 vs estimates of $5.62. Earnings were up 560% y/y with gross margins of 78%

- NVDA is now the 3rd largest company in the world, with a $2.5 trillion mkt cap, versus just $100 billion 5 yrs ago

- NVDA is larger than Tesla and Amazon…combined...and larger than Canada’s entire economy (GDP)

NVDA also announced a 10 for 1 stock split, meaning the bears finally got a call right; NVDA is in fact going back to $100 (last trade: $1013/sh +6.5%. VRA Buy Rec SOXL is up 8% to $53).

No, we do not own NVDA in the VRA Portf...

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