The US economy is now almost entirely driven by the services sector:
The services industry now accounts for ~72% of US GDP, up from ~60% in 1990.
By comparison, in the 1950s, services reflected just 47% of the US economy.
On the other hand, the manufacturing sector's share in US GDP has declined from ~27% in the 1950s to ~10% currently.
Meanwhile, the ISM Manufacturing PMI index has shrunk in 20 of the last 21 months, marking 22 months without two consecutive readings of an expansion, the longest streak since the 1990s.
Services are keeping the US economy alive.
Why did I initiate a position in $NVDA this past month? 🧐
Introduction
• NVIDIA is reinforcing its leadership in the global AI and high-performance computing markets through a diverse portfolio that includes cutting-edge gaming GPUs and comprehensive enterprise AI systems. The upcoming release of the Blackwell GPUs, along with the strategic acquisition of RunAI -- significantly amplifies NVIDIA's capabilities in managing and optimizing AI workloads.
• A key factor in my decision to reinvest in NVIDIA is its strategic shift from cyclical to secular growth, underpinned by the seamless integration of AI software with its state-of-the-art hardware. This approach not only diversifies NVIDIA’s revenue streams but also enhances its overall value proposition, transforming it from a traditional hardware manufacturer into a comprehensive AI solutions provider. This integration is pivotal to NVIDIA's competitive advantage -- firmly establishing it as the leader in powering the 4th industrial revolution.
• With the AI market expected to expand from $184B in 2023 to $850B by 2030, NVIDIA has a ton of runway for growth, dominating the AI chip market with an 85% share and maintaining impressive gross margins of 78%.
Product Offerings
• GeForce Series GPUs: Their GeForce GPUs are engineered for gamers and professionals alike, delivering unparalleled graphics and computational performance. The series includes models like the GeForce RTX 3080, which provides real-time ray tracing and AI-enhanced graphics -- making it a cornerstone for both gaming and creative industries.
• NVIDIA DGX AI Systems: Designed for deep learning and complex AI algorithms, the DGX systems are built to scale from an individual server to entire data centers. With proprietary software and hardware integration -- these systems simplify and accelerate AI deployment across research and industrial applications.
• CUDA Parallel Computing Platform: CUDA is NVIDIA’s parallel computing platform and programming model that enables dramatic increases in computing performance by harnessing the power of GPUs. It supports a wide range of computing applications from gaming to scientific research -- making it foundational for developers working with AI and data-intensive applications.
• NVIDIA AI Enterprise Suite: This comprehensive suite provides enterprises with an optimized, end-to-end platform for developing and deploying AI applications. It includes tools for machine learning, data analytics, and application frameworks that support industries from healthcare to automotive, facilitating AI integration at scale.
• Hopper & Blackwell GPU Architectures: Representing the cutting edge of GPU technology, the Hopper architecture offers unprecedented computational power, primarily targeting AI and high-performance computing tasks. The upcoming Blackwell GPUs are expected to set new benchmarks for performance and efficiency in AI applications -- reinforcing NVIDIA's lead in GPU tech.
• NVIDIA Omniverse Platform: A simulation and collaboration platform designed for building and operating metaverse applications, Omniverse allows creators, designers, and engineers to collaborate in virtual environments in real time -- this platform is built on NVIDIA’s GPUs and is pivotal for developing advanced simulations and 3D workflows.
Check out my latest mix on SoundCloud, featuring tracks from Eskimo, Menog, Imagine Mars, Ilai & Interium, Sonic Species, Xenoben, Shanti V Deedrah, Misaya, and Oplewing!
Like, comment, and repost if you dig it! 🌟 #Psytrance#DJMix#SoundCloud
https://t.co/T4mGCT2JmR
High moat businesses super thread!🧵👇
I've delved into 8 businesses with extremely big moats and ranked them by 5 year stock performance. Let's dive in! ✨
#1 NVIDIA $NVDA: unmatched AI and GPU dominance, driving innovation across industries and creating insurmountable barriers for competitors.
Stock is up +2353% in 5 years 📈
BREAKING: Commercial property foreclosures hit $20.6 billion in Q2 2024, the highest since Q3 2015.
Lender portfolios of foreclosed commercial properties increased by 13% last quarter, according to MSCI data.
Since 2020, foreclosures have more than DOUBLED rising at their fastest pace since the 2008 Financial Crisis.
Many lenders hoped that the commercial real estate (CRE) sector would recover and were reluctant to foreclose properties until recently.
Meanwhile, there is still over $6 TRILLION in CRE debt in the US with 50% of this debt held by banks.
Small banks, the same banks that almost collapsed in the regional bank crisis, hold 70% of these loans.
Is another bank crisis brewing?
Ready for the next multibagger stock🔥🔥🔥
Futuristic buisness 😃😃
Stock PE :: 17🔥
Sector PE :: 27🔥
Means undervalued stock ✅✅
Company growing with 48.5%😍 CAGR from last 5 year.
OPM Above 20% 💕
Now result near ATH 🤑
Stock just entered in stage 2
Big players already loaded now ready for a big rally ?
Can you guess the stock name ?
Like & RT ♻️ for name 😃😃
#Multibagger
#stockmarket
Now again one watchlist stock ready for Reversal 🌟🌟
Recently given breakout of rounding bottom & Retest also Done 🌟🌟
Company given ATH result in June quarter ✅
Sales ATH🔥🔥
OPM near ATH 🔥🔥
Net profit ATH🔥🔥
EPS ATH 🔥🔥
FIIS also added stake in their portfolio
in June quarter ✅
can you guess name🤔?
Hint ~ Stock in my watchlist you know our watchlist stocks very well can check in group .
Check group ::
https://t.co/CvCx9o3juS
like/Rt ~ DM for Name.
#stocktowatch
#stockmarket
@DoctorMoneyX@sunilgurjar01@kuttrapali26@itsprekshaBaid
$CP is a quality company & a railroad monopoly connecting Mexico , USA & Canada together!
The stock has been flat for 3 years and it's getting reasonably valued, long term investors will ultimately be rewarded.
Intel is one poorly performing stock, but as of last week we started to see a structural volume base!
Is the worst now behind this company?
Looking for mean reversion in the upcoming months.
$INTC
Technical Analysis of PPL limited:
- Stock has given a positive breakout.
- Stock is in an uncharted territory.
- Surge in the volumes.
- Strength in RSI
- Bullish Crossover in MACD
- Company has posted excellent results
- Ace Investor has got a stake in the company.
Disclaimer: This is only for the educational purpose. Kindly consult with your financial advisor before making any investment in the stock market.
#stockstofocus #sharemarket #technicalanalyis