If you invested in Nvidia 5 years ago, you would have made 850%. What’s more, the growth is accelerating.
Nvidia just smashed all expectations by posting over $96 billion in revenue in 90 days (up 106% YoY, crushing estimates).
Data Centres raked in $89 billion alone as companies race to build AI infrastructure. Its Shareholders saw $26 billion returned through buybacks and dividends.
CEO Jensen Huang noted on a call that AI has officially reached its inflection point. “We are transitioning from the testing and development phase into active, revenue-generating deployment powered by the new “Vera Rubin” architecture in full production.”
But here is the craziest part: their biggest problem isn’t demand. The bottleneck? They cannot manufacture these chips fast enough to meet global demand. Growth is expected to exceed 70% through 2028!
Are we looking at a permanent shift in global tech infrastructure? Will investors finally see profits from all the AI investment?
Gold is still on track for its biggest gain since 1999. The precious metal has steadily been climbing in the background as market volatility persists.
The king of precious metals received another boost after the US Treasury intervened in the bond market. Markets are uneasy as they await the outcome of Warsh’s first major speech as Chairman of the FED.
When markets become uneasy, investors and many central banks flee back to the safety of gold. August promises to see gold on track for a 14% gain.
Investors would be wise to remain diversified during current geopolitical events. Always seek the advice of a financial adviser before making any investment decisions.
Please note, the above is for educational purposes only and does not constitute advice. You should always contact your adviser for a personal consultation.
* No liability can be accepted for any actions taken or refrained from being taken, as a result of reading the above.