The Kobeissi Letter @KobeissiLetter · 02 Sep 2026
Nvidia is making history: Nvidia, $NVDA, now accounts for ~8% of the S&P 500’s market cap, near its highest proportion on record. The company's market value is now larger than that of 5 of the S&P 500's 11 sectors. Only Information Technology, Communication Services, https://t.co/p3eyi9NOpB
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