On the finance point, the market has probably absorbed any news a nanosecond after it hits the wire. I don't think that understanding that AI was going to finally take off gave anyone alpha to invest into NVidia.
No, the market is surprisingly slow with this. Sure, there are some professional traders that react very quickly. But it appears that there are masses of investors that get to learn the news very late, or only react when they hear from other people who heard the news before them.
Some striking examples: look at the stock prices of pharma companies after Covid broke out. Sure they went up, but it took a full year(!) before most of them finally reached their peeks.
Or look at shares of weapon manufacturers after the Ukraine invasion. Same story, share prices went up but it took months.
Some striking examples: look at the stock prices of pharma companies after Covid broke out. Sure they went up, but it took a full year(!) before most of them finally reached their peeks. Or look at shares of weapon manufacturers after the Ukraine invasion. Same story, share prices went up but it took months.