The Cleverest Trillion-Dollar Stock

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Now, listen closely, because this is about money. Big money. The sort of money that makes grown men (and women) behave like particularly greedy badgers. There are ten companies, you see, each worth a trillion dollars or more. Ten! It’s a rather alarming thought, isn’t it? We’ve had a peek behind the curtains, a little rummage through the accounts, and we’ve discovered which of these behemoths is looking rather splendid, and which are… well, let’s just say they’re not wearing their best trousers.

Here’s the list, starting with the brightest spark and ending with the one that’s looking a bit dim. The numbers come from some very serious people at LSEG, on the 14th of January, so don’t go blaming us if things change tomorrow.

  • Nvidia (NVDA +2.06%): This one’s a bit of a wizard, really. The clever clogs reckon it could shoot up 40% from where it is now. That’s like giving a snail a rocket booster.
  • Broadcom: Not far behind Nvidia, this one could climb 37%. A solid sort, but lacks a certain… sparkle.
  • Meta Platforms: Up 35%. They’re the ones with all the… faces. It’s a bit unsettling, if you ask me.
  • Microsoft: A respectable 34% climb. They make all those… windows. Quite useful, actually.
  • Amazon: A 23% bounce. They deliver everything. Absolutely everything. It’s rather terrifying, when you think about it.
  • Apple: A modest 11% rise. They make shiny things. Very shiny. And expensive.
  • Berkshire Hathaway: A paltry 9% increase. Old Mr. Buffett’s company. A bit… dusty, if you ask me.
  • Alphabet: A 3% tumble. Oh dear. Seems the Google people are having a bit of a wobble.
  • Taiwan Semiconductor: A 4% dip. They make the little bits that go inside everything. Crucial, but not exactly thrilling.
  • Tesla: A rather alarming 11% slide. Mr. Musk’s company. Full of fizz and bangs, but seems to be losing a bit of steam. Like a punctured balloon.

So, Nvidia is currently the star of the show. A proper little magician. Broadcom is a close second, a dependable sort. And poor old Tesla? Well, let’s just say it’s looking a bit wobbly on its feet.

Nvidia: The Brains Behind the Machines

Nvidia, you see, isn’t just about making pictures on screens. It’s about making the machines think. They make these little chips, called GPUs, which are like super-fast brains for computers. They’re especially good at artificial intelligence, which is where you try to make machines clever enough to do things humans can do. And they’re remarkably good at it, owning almost 90% of the market. It’s a bit like a very large, very clever octopus, wrapping its tentacles around everything.

But it’s not just the chips themselves. Nvidia is a bit of a swizzler, you see. They don’t just make the brains, they make the nervous system and the muscles too. They make everything that the brains need to work properly. And they have this secret recipe, called CUDA, which is like a special sauce that makes everything taste even better. The other companies try to copy it, but they can’t quite get it right. It’s a bit like trying to make a perfect cup of tea – it takes years of practice.

All this artificial intelligence business is making Nvidia very rich indeed. They’re supplying the brains and the nervous system for all sorts of clever machines, from self-driving cars to robots that can do your washing up. It’s a bit like being the king of the robots. And the future looks even brighter. They reckon robotaxi chips will be worth a fortune, and humanoid robot chips even more. It’s a bit like finding a pot of gold at the end of the rainbow.

Morgan Stanley, a rather serious bunch of number-crunchers, reckon humanoid robot chips will grow by 55% a year until 2045. That’s a lot of chips. And a lot of money.

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Nvidia: Still a Bargain, Believe it or Not

Nvidia has been doing rather well for itself lately. Their profits have shot up 62%, and they’re launching a new superchip called Vera Rubin. It’s twice as fast as the old one, and it’s going to make the machines even cleverer. It’s a bit like giving the robots a turbo boost.

And there’s another bit of good news. The Americans are now allowed to sell their chips to China, which is a very big market. It’s been a bit of a kerfuffle, with the Chinese government blocking the imports at first, but it seems they’re playing a bit of a game. It’s a bit like a game of chess, with very high stakes.

The clever clogs reckon Nvidia’s profits will grow by 48% a year until 2028. That makes the stock look rather cheap, even though it’s gone up 1,150% since January 2023. It’s a bit like finding a diamond in a dustbin.

So, if you’re looking for a clever stock to buy, Nvidia is a good place to start. Just remember, all investments carry risk. And don’t go spending all your pocket money at once.

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2026-01-16 11:13