VIDEO: Macro Minute: NVDA 4Q23 EPS increase was $10.7b of S&P 500 EPS gain $34.9B (31%). AMZN another 30%. Ex-bottom 15 cos, S&P 500 EPS growth >14%

The video in this report is only accessible to members

VIDEO: NVDA accounted for 31% of all profit growth in 4Q23, so a strong argument against a bubble.  Inflation remains the unknown near-term.

Please click below to view our Macro Minute (Duration: 5:02).

The video in this report is only accessible to members
The video in this report is only accessible to members

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36 Granny Shot Ideas and 46 SMID Granny Shot Ideas: We performed our quarterly rebalance on 1/17. Full stock list here -> Click here

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