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Jun 07 2024

On The Wings Of NVDA

  • Jun 7, 2024

Nvidia’s +27% return in May means that this chip company now has a similar market cap and index weight as Microsoft and Apple (NVDA was less than one-fifth the size of AAPL just 18 months ago). In May, Nvidia contributed a little over one-quarter of the S&P 500’s return. For the first five months of 2024, the firm’s 121% gain has subsidized one-third of the index’s YTD performance.


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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager