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*cough cough
Sorry, my voice is half gone after Wiz last Wednesday. Goddamn Future Proof, who let you cook like that? What Matt Middleton and team have created is truly special.
It was great to meet several new faces at the event and catch up with past friends and colleagues. If we spoke, you contributed to my experience. And I appreciate that. So thank you.
A few pictures before today’s chart.
This was my setup:
What you see is the Exhibit A booth. What I see is the seed that was planted in my mind two years ago coming to life. I’ll always be grateful for it.
It’s a reminder that the universe works in wild ways. Thoughts truly are things. Do yourself a favor and choose the good ones.
Here’s Michael, Ben, and myself at the booth.
I have my “Chart On” shirt, my favorite piece of merch from our store at The Compound.
Speaking of “chart on” I have a mic drop chart for you all today.
Every once in a while one of these mic drop charts pops into mind.
This one came to me on its own accord over the weekend (on my way to go fishing in Connecticut).
What you’re looking at below is the # of S&P 500 stocks with a higher forward P/E than Nvidia.
In other words, this is the total number of stocks within the index that Nvidia is cheaper than over time.
On 9/14, Nvidia was cheaper than 309 companies in the S&P 500.
Today it is 266. More than half.
That’s incredible for one of the most important companies in the world on the forefront of one of the most important technologies in the world.
Mic drop chart. CKM out.
Thank you for reading!
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