Currently, Nvidia's stock price is pegged at $685. An 11% implied move on the day of the report suggests that the stock could plummet to $609 or soar to $760. This potential swing, whether upwards or downwards, is equivalent to a company's entire value as significant as Disney.
Disney, a name synonymous with its iconic character Mickey Mouse, is a global entertainment conglomerate. It employs a staggering 250,000 people, which is ten times the workforce of Nvidia. Disney owns the most prominent theme parks worldwide, located on some of the most expensive real estate. It also boasts a fleet of cruise ships and owns numerous companies, including ABC and ESPN.
Looking at the largest stocks in the S&P 500, excluding Berkshire, it is evident that the tailwind of AI has significantly influenced all. These stocks have averaged a one-year return of nearly 100%, demonstrating the profound impact of AI on the market.
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