$NVIDIA (NVDA.US)$started 2020 trading at around $59 per share. It recently changed hands around $235 per share, representing a 300% gain in just over two years.
The pandemic helped accelerate the move to the digital world, with NVDA as a prime beneficiary. Yet it is undeniable that the stock also benefited from multiple expansion - we can see the dramatic increase in the price to sales ratio over the past few years.
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Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.