
Shocking stat of the day: Nvidia, $NVDA, now accounts for a record 8% of the S&P 500’s market cap and is now larger than 7 of the index's 11 sectors. The only bigger sectors are Information Technology, Financials, Communication Services, and Consumer Discretionary. Its market cap exceeds the Utilities, Real Estate, and Materials sectors combined. It is also larger than the entire economy of Germany, the world's 3rd-largest and Europe's biggest. $NVDA has contributed 20% of the S&P 500's +9% return year-to-date. The rise of Nvidia is unprecedented.
















