Quick Read – The Stocks: Nvidia (NVDA) carries a $5.5 trillion market cap while generating only $216 billion in trailing-12-month revenue, exemplifying how liquidity-driven valuations may outrun fundamentals.
Bitcoin (BTC) trades above $80,000 alongside other assets rallying despite interest rates above 3.5%
The Magnificent Seven tech stocks collectively command over $23 trillion in valuation. – Expanding money supply of $22.7 trillion—nearly 47% growth since 2020—continues flowing into speculative assets and equities through federal deficit spending and Treasury issuance, repeating patterns seen during the dot-com and housing bubbles despite restrictive rate rhetoric. – The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. For years, investors have been told the Federal Reserve was draining liquidity from the financial system.
Higher interest rates, quantitative tightening, and tough inflation talk all pointed toward tighter money. Yet beneath the surface, something very different has been happening. U.S. money supply is climbing again — and it just reached $22.7 trillion, according to the Federal Reserve’s latest M2 data release.