Re: Just remember there are two ways to look at this.

Bubble? I don't see no bubble. Lol

Not shure if all true, but funny anyway. I fact checked most.

Nvidia is now worth more than:

🇨🇦 2 Canadas
🇮🇸 166 Icelands
🇩🇪 A Germany and a half
🏦 All U.S. regional banks combined
💰 The world’s billionaires, 3× over (NOT TRUE, $16T for all billionaires)
🏈 The entire NFL, 35 times
🍕 Every pizza sold in history
🛍️ Every item on Amazon
💳 Visa + Mastercard + PayPal
🚀 NASA + SpaceX + Boeing
🇯🇵 Toyota + Sony + Nintendo
🏦 Europe’s 4 biggest banks
🛢️ Every oil company on Earth (slight exaggeration, but close)
🌎 All of global gold reserves combined (not even close, $33T here)
🏠 All of Los Angeles real estate
🌃 Manhattan real estate market
🌎 The whole crypto market
💰 All 54 African countries combined

Message was edited by: Tiggity®

Tiggity®

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Just remember there are two ways to look at this.

Oct 30, 2025, 11:14 AM

One is the market and common way, the value of the company is skyrocketing. The other way to look at things is the dollar is declining. Because if the latter happens, it can (easily) be mistaken for the former, and that's when bad stuff happens.

Just like there's two ways to look at inflation. One is supply and demand, the Fed's preferred measure, but that assumes a steady dollar and a consistent common denominator. The other way you have inflation is when the currency itself declines in value, broadly. You can have supply and demand in sync, and still have inflation. The latter is a characteristic of the hyperinflation examples we all know. Because as the currency itself declines in "value", and supply and demand are in basic sync, then you have to print, or make, or earn more dollars to buy the same goods, supply and demand notwithstanding.

So let's say "official" core inflation is 3% based on supply and demand metrics, under the assumption of a steady dollar, and yet it seems everything is going up 8%-10%, WHY? Because year to date, the dollar, the currency itself, has lost 8.35% of its value worldwide, and that has an inflationary impact before domestic supply and demand factors even play into things. In stocks, this is reflected in the market caps and stock prices as well. As the dollar declines in intrinsic value (purchasing power), the value of the stock rises to meet the new, lower dollar value, even though the market's supply and demand for the stock remain unchanged as do the company's general metrics. If a company has a set stock price, based on the intrinsic value of the company, based on supply and demand factors for the stock and performance, and the underlying dollar falls in intrinsic value while the company itself remains stable, the dollar price for shares rises, and this can be mistaken for an increase in value for the company itself, when it's really a decline in the unit measurement of the company's value.

And this is seen with Europeans who own US stocks. The EURO value of US stock portfolios has tanked this year, while it's risen for Americans who assign a dollar value to the stock, and not a Euro value. As the dollar value weakens across the world, internally, it will necessarily rise a concurrent amount. Remember we lament on "printing" money. But that's paper dollars, and who uses those anymore? Your control of dollar value once was easily manageable because dollars were printed, and used in trade. Now, everything is electronic. Printed dollars are not needed nearly as much. And here's the neat thing, we literally can't print the dollars to monetize the value of the US stock market. We don't have enough ink, printing presses, or trees. Same goes for out national debt. We can control physical, paper bills. We can't control market values, or anything else.

The fact we all still acutely "feel" inflation, when we're told it's 3%, is because there's an added DOMESTIC inflationary pressure as the dollar value declines relative to other currencies and assets. We're losing the value we once gained in dollar value leveraging against foreign currencies. This is why we now have 3% inflation that "feels" like 10% when in the past we had maybe 2% inflation that felt like everything was fine. This is what I mean when i talk about free trade (trade deficits) and illegal domestic labor, and immigrant labor creating DEFLATIONARY pressures. We're losing both advantages, so the "feeling" changes. This is a slow process, as it involves international supply chains, currency transfers, and trade to play out before it is reflected on the shelf.

Likewise, with a strong dollar, when inflation started rising in 2021, we didn't "feel" it at first. When I did our mortgage refi at 2.125% in late November of 2021, I didn't think inflation was a thing. Neither did the banks. But the fed did. Inflation started rising in 2/2021 and rose to SEVEN PERCENT, by the time I did my refi in 11/2021. How/Why in the heck a bank didn't notice this is beyond me, but it was only several months AFTER, in early 2022, when average people began to "feel" the 2021 inflation. It took many months, not only for the inflation to rise, but just as many months more for it to be felt. And the covid inflation was definitely supply and demand inflation, again not necessarily tied to the dollar. The dollar actually rose early on with covid, as people fled to it internationally. That blunted feeling the impact of the supply and demand inflation for a period of time, long enough for banks to lose their shirts.