Fun fact: Nvidia accounts for 16% of the US GDP and worth more than the Canadian economy and accounts for more than 3.6% of the GLOBAL GDP.
Remind me again why this is a good thing?
It’s not about the size of the bubble, it’s about the economy it’s attached too.
…
Come to think of it this analogy really shows how fucked we are
Comparing market cap to gdp is a bit like comparing the size of a cars tires to its top speed - they arent completely unrealted, but definitely not a good basis to use.
Nvidia does not account for 16% of the US GDP, are you deluded?
To my understanding, Market cap is the total number of shares multiplied by its current price. To do an experiment, if we were to sell those shares, the price would start shrinking, and so would the market cap, way before we can get that kind of money
The market cap is just a reference value, not a count of sonething really happening in the economy. It represents sonething more like investor expectations.
The comparison to GDP is interesting, but it doesn’t represent what it looks like.
GDP is, in itself, a reference value that represents a few things, this time it does stand for something happening in the economy, it kind of estimates the value added by the economy at current prices.
A better way to describe how important invidia is in the US, you could compare all revenues by all companies, and see how much Nvidia represents over that. I don’t know if we have that kind of number.
But to give an idea, we would instead look at the number of employees in Nvidia in the US compared to the total number of workers in the US
We are looking at a total of 161 million employed people in the US
https://www.bls.gov/cps/cpsaat18b.htm
And a few sources tell me 30k employees in Nvidia globally! Let’s assume they are all in the US.
So you see that what you claimed would mean that this 0.02% of workers in the US account for 16% of the totalUS output. Which would be insane
I hope my reply helps you, I’m also learning, there’s no shame in that
You are comparing the total market value of NVIDIA to the sum of all transactions in a country for a year. Saying NVIDIA represents 16% of the GDP would only be true if the sales revenue of NVIDIA is 16% of the GDP, which it’s not.
Yes, no. Market cap and GDP is very different thing.
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Is her phone just an empty, semi-tranparent phone proteftion case? It looks so weird …
They needed the actual phone to take this photo
it adds to the metaphor
Manifor you mean. That chick’s a dude.
Probably slop
You should compare revenue to GDP, not market cap. Nvidia revenue for 2025 has been very good so far at about 130 billion USD while the GDP of Canada was about 2.3 trillion USD.
But some of the Nvidia revenue is paid in equity so you need to add uncertainty on the value when figuring out their revenue.
Sir, do I, of all people, look like an economist? I post shitty memes for giggles and think about dirt all day.
And yes, Nvidia and OpenAI and anthropic and so on are absolutely overvalued.
There’s a good read about the bubble here:
How Catastrophic Is It If the AI Bubble Bursts? An FAQ. - The Ringer - https://www.theringer.com/2025/11/04/tech/ai-bubble-burst-popping-explained-collapse-or-not-chatgpt
Luckily, data centers and AI companies don’t actually employ that many people so when the bubble pops the government doesn’t actually have to intervene much. If you mortgaged your house to invest in Nvidia then you might want to cash out now.
Except all the banks have enormous investments in the “bubble”, either directly as shares/options/swaps or as loaning money. Where do ya reckon all the money is coming from for the bubble?
If you mortgaged your house to invest in Nvidia then you might want to cash out now
And buy puts got it
Her phone as material as the foundation of speculation for Nvidia.
