Samlunch
06-29
$NVIDIA Corp(NVDA)$  $Alphabet(GOOGL)$  


PETER THIEL ON $NVDA NVIDIA:

“The obvious monopoly is Nvidia, but it doesn’t seem that durable. If you thought Nvidia was as durable as Google, the stock is really cheap and you should buy it like crazy.”

Thiel is making a strong point here…

$GOOGL Google’s monopoly in search has lasted 2 decades. Although $NVDA has a monopoly on GPU’s, he’s questioning whether it’s as sustainable as Google’s monopoly. If it is, then the multiples on it will expand.

If it’s not, then we may see contraction eventually after demand weakens.

If you are very long $NVDA, you likely feel the demand isn’t slowing down for a long time.


Will You Buy Stock After the Split?
Has split become a buzzword in the stock market? NVIDIA Corp jumped on its 10-for-1 split news and continues to go higher. Broadcom recently announced a 10-for-1 stock split, which will take effect after the market closes on July 12. Chipotle Mexican Grill will undergo a 50-for-1 split today. Based on yesterday's closing price, the post-split CMG stock price will be $66. --------------------- Can it reach $100 billion in market cap this year? Will you buy in after the split?
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