I’m coming at ya from Jalisco, Mexico this week, so your S&I issues may be with you slightly later than usual.

• Nvidia's record-breaking earnings crushed expectations, with its shares jumping 9% in after-hours trading.

  • Revenue surged by 265% from the previous year.

  • Its data center business experienced a staggering 409% growth in fourth-quarter sales, hitting $18.4 billion.

  • For context, its entire 2021 revenue was only $16.6 billion.

  • Growth last quarter was mainly driven by sales of H100 GPUs used for modern AI workloads.

• Minutes from the most recent Federal Reserve meeting in January show them as very cautious to cut rates before inflation sustainably returns to their 2% target.

• Japan's Nikkei 225 hit a new all-time high, surpassing its 1989 peak and closing at 38,924.88.

  • This is another way of saying the Nikkei has had a 0% ROI over the last 35 years.

• Capitol One's acquisition of Discover will have a big impact on consumers.

Adding $153 billion in market cap in a day feels like a moon to me!

📈 Trends you need to know

Ideas, trends, and analysis

• Shein and Temu are stressing air cargo, shipping 600,000 packages daily to the U.S.

• Robots and AI are catalyzing a U.S. productivity boom, addressing worker shortages and bolstering economic resilience.

• Paramount Global might be 40% undervalued with a promising plan for a comeback.

• 3 overlooked semiconductor stocks.

• Global debt hit a new high of $313 trillion in 2023.

• Three slow-and-steady stocks targeting 50% growth by 2030.

🌍 Global Perspectives

• 🇩🇪 Germany slashed its growth forecast to 0.2% due to high energy costs, skilled labor shortages, and bureaucratic hurdles.

• 🇯🇵🇲🇲🇺🇸 A Yakuza leader was charged in the U.S. for attempting to sell nuclear materials from Myanmar to Iran.

• 🇹🇷 Turkey paused rate hikes, keeping their benchmark at 45%.

• 🇹🇼🇯🇵 Taiwanese chip firms, including TSMC, are expanding in Japan due to the U.S. push to limit China's semiconductor progress.

• 🇳🇬 Inflation neared 30% in Nigeria.

• 🇨🇳 China's childcare costs are among the most expensive in the world.

• 🇮🇷🇮🇱 Iran accused Israel of a sabotage attack on a natural gas pipeline.

📊 Income

• Yields continue to rise as investors come to terms with a hawkish Fed.

• Four dividend stocks with solid fundamentals and growth potential.

• The concept of "Dividend Kings" can be naive, underperforming the market, and more nuanced strategies.

📊 Crypto

• ETF speculation has turbo-charged Eth to a 30% increase.

• BTC is near its all-time high, but where are the retail investors?

• South Korea's major political parties are wooing young voters with pro-Bitcion policies.

🧠 Errata

• Check out a beautiful plasma plume on the Sun 15 times taller than Earth.

• The world’s most expensive residential property is for sale for $295 million in Naples, Florida.

• Passengers on a United flight watched part of the wing fall apart.

• Strapping magnets to your head might just cure your depression.

That’s all for today. Did I miss anything? Smash the reply button to let me know.

Cheers,

Wyatt