I threw the same flag on Stacy's chart that you did. GDP is basically "gross revenue" so comparing stock price to GDP is comparing apples and oranges. GDP compares with annual sales for a company. "NVIDIA's annual revenue was $215.94 billion for fiscal year 2026 (ended January 25, 2026)." That amount is barely a blip on Stacy's chart. Looking the other way, the Fed estimates that "The total value of public and private assets in the United States exceeds $380 trillion to nearly $400 trillion combined." A $5 trillion value for NVIDIA is again a small fraction (1.25%) of the total value of the US (as it must be since it is mostly owned by US people and is thus mostly included in the total value of the USA). On that basis I voted for your chart, Justin.
If what I have read over the years is anywhere near accurate Jensen is ha brilliant guy and his insights into the quickly changing AI world is crucial to Nvidia’s continued success. The he had affairs, even with a Chinese spy, should not, in my humble opinion, be a reason to fire him, and I suspect that these were known inside the firm for years. But these may just have been one of many things, not yet made public, that pissed off the board leading to his firing.
He should stay on in some capacity to guide the company.
I threw the same flag on Stacy's chart that you did. GDP is basically "gross revenue" so comparing stock price to GDP is comparing apples and oranges. GDP compares with annual sales for a company. "NVIDIA's annual revenue was $215.94 billion for fiscal year 2026 (ended January 25, 2026)." That amount is barely a blip on Stacy's chart. Looking the other way, the Fed estimates that "The total value of public and private assets in the United States exceeds $380 trillion to nearly $400 trillion combined." A $5 trillion value for NVIDIA is again a small fraction (1.25%) of the total value of the US (as it must be since it is mostly owned by US people and is thus mostly included in the total value of the USA). On that basis I voted for your chart, Justin.
Clearly there are some NVIDIA chips being used to create Stacy's chart. 😉 Props to Justin for the shrugging text emoji. Old school has its charm. 😊
Now Jensen can go start another company.
Grand Theft Jensen!
If what I have read over the years is anywhere near accurate Jensen is ha brilliant guy and his insights into the quickly changing AI world is crucial to Nvidia’s continued success. The he had affairs, even with a Chinese spy, should not, in my humble opinion, be a reason to fire him, and I suspect that these were known inside the firm for years. But these may just have been one of many things, not yet made public, that pissed off the board leading to his firing.
He should stay on in some capacity to guide the company.