💪 Nvidia backs bitcoin

This chip shortage has its perks | Fix up, Big Oil |

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Today's big stories

  1. Chipmaker Nvidia announced strong quarterly results, benefiting from a microchip shortage and the cryptocurrency boom
  2. Our analyst is more convinced than ever that investors haven't realized what a good buy copper is – Read Now
  3. Investors have ganged up to force major oil companies to become greener, and ExxonMobil’s feeling the pressure most of all

High Score

High Score

What’s Going On Here?

US chipmaker Nvidia – which makes microchips for everything from gaming to crypto mining – uploaded an unexpectedly upbeat quarterly update this week.

What Does This Mean?

With rising demand meeting globally constricted supply, Nvidia was likely able to hike the prices of its products. That might help explain why revenue and profit came in 5% and 12% higher last quarter than investors had predicted.

The situation’s set to continue this quarter too: Nvidia reckons revenue will come in around 15% higher than previous analyst forecasts. That’s also down to the dedicated cryptocurrency mining chips the company recently launched, mind you. It’s hoping they’ll stop miners hoarding semiconductors that are intended for gamers – while contributing an additional $400 million worth of sales.

Why Should I Care?

For markets: There are greater forces at play.
Nvidia’s stock didn’t move much after its earnings announcement. That could be because the chip shortage is nothing new, and investors who have seen Nvidia’s stock soar 25% over the last three months might’ve sold off some of their holdings and banked some of their winnings as others bought in. There’s also the small matter of the firm’s $40 billion purchase of British microchip designer ARM, which is currently undergoing extra UK government scrutiny. The success (or otherwise) of that deal will likely have a much bigger impact on Nvidia’s long-term earnings potential than a few strong quarters.

Zooming out: Chipping away at the power conundrum.
Those dedicated crypto mining chips might not fly off the shelves if concerned authorities in China have their way: they’re now taking action against excessive energy consumption in the country’s bitcoin-mining heartland. A lot of this activity could be powered by green energy sources, but the difficulty is getting electricity where it’s needed. If these Chinese crackdowns push more mining to places with greater access to green energy, crypto could go greener too.

You might also like: How to turn bitcoin green.

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2. Analyst Take

Copper’s A Boom Waiting To Happen

What’s Going On Here?

I wrote about copper’s bright future a few months ago, and its price has already risen around 25% since then.

And I’m more convinced than ever the metal has a lot further to run.

After all, it’s still true that the green economy will need this conductive and cost-effective metal in everything from wind turbines to electric vehicles.

But here’s where it gets really interesting: despite rising prices, miners still haven’t approved a single new copper mining project – even though they take years to get underway.

That’s a significant oversight, and it might be why Goldman Sachs is now expecting the copper price to climb 22% by next year and 51% by 2025.

So that’s today’s Insight: the best ways to buy into copper before the red metal’s surge.

Read or listen to the Insight here


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Vive La Révolution

Vive La Révolution

What’s Going On Here?

The green revolution continued its uprising this week, as three major oil companies were forced to feel the winds of change.

What Does This Mean?

It’s been a tough few days for oil companies. First up, a Dutch court stepped in and ordered Shell to start accelerating reductions in its carbon emission. Then Chevron’s shareholders followed up with an uppercut of their own, voting in favor of a drastic cut in its emissions.

Still, maybe the most notable was ExxonMobil, which was put under pressure by its investors to start rolling out a greener agenda. Or more specifically, by one activist investor with just 0.02% of its shares. If you think that doesn’t sound like much, you’re not wrong: investors usually need a much bigger stake to throw their weight around. But despite having no history of activism in the oil and gas industry, this one managed to rally ExxonMobil’s second-biggest shareholder – BlackRock – to its cause, and the rest fell like dominoes.

Why Should I Care?

For markets: Investors just care too much (about money).
Make no mistake, investors’ sudden enthusiasm for energy companies’ transition to cleaner energy isn’t out of the goodness of their hearts. There’s a financial incentive at play (tweet this): oil companies could attract a fresh wave of climate-minded investors if their eco-friendly efforts are successful in the longer term, and that could push their share prices up.

The bigger picture: Making a difference from the inside.
One way for investors to make sure their investments have a positive impact is to avoid those that might have a negative one, but it’s not the only option. Some of the biggest investors in the world use an “engagement” strategy, where they take a big enough stake in dubious companies – poor employers or high polluters, say – to gain a seat at the table. That way, they can use that newfound influence to push them toward positive change.

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🙋 Ask a question

💬 Quote of the day

“If we don’t change direction soon, we’ll end up where we’re going.”

– Professor Irwin Corey (an American stand-up comic, film actor, and activist)
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🤔 Q&A · RE: Rules Of Distraction

Q: “Does the ‘expense ratio’ of an exchange-traded fund (ETF) cover all the costs involved in a transaction, or could there be other, hidden costs?”

– Doug in Florida, USA

“An ETF’s expense ratio covers most of the ongoing costs of holding the investment, including management fees, administration, and so on. But it doesn’t cover the cost of the transaction itself. You might have to pay commissions upon buying and selling the ETF via your broker, and in some cases you could be billed for the costs of trading within your chosen ETF. And even then, certain ETFs – like those that track volatility futures contracts – come with a major drawback as far as costs go: whenever the ETF reinvests in new futures contracts (which it does whenever the old ones expire), you have to pay a fresh batch of fees.”


🙋 Ask a question

🌏 Finimize Live

🍪 China’s a smart cookie

TS Lombard economist Rory Green has had a front-row seat to China’s tech progress, and he’s learned a thing or two about what impact it’ll have on the country’s economy and markets. Join him on Monday for How To Profit From Chinese Innovation, and find out from the Rory’s mouth what’s next for China’s tech superstars.

💪 Investment Opportunities In The Circular Economy: 5pm UK time, May 25th
🌍 Why You Should Invest in Emerging Markets: 6.30pm UK time, May 25th
🎙 How To Become A Community Host: 3pm UK time, May 26th
🚨 How To Keep Your Crypto Safe: 12pm NYC time, May 26th\
🛍 How To Protect Yourself From Rising Prices: 2pm UK time, May 27th
🐦 Weekly Community Stocks Chat: 6pm UK time, May 27th
📲 How To Profit From The AI Industry: 6pm UK time, May 28th
🇨🇳 How To Profit From Chinese Innovation: 5pm UK time, June 1st
🚗 How To Buy Coffee And Cars With Crypto: 4pm UK time, June 3rd
🤔 How To Understand Fundamental Analysis: 5pm UK time, June 8th
😎 How To Make Your Own Investing Rules: 5pm UK time, June 9th\
🛒 How To Not Get Lost In Supermarket Stocks: 6pm UK time, June 10th
💰 How To Get Yield From Crypto: 12pm NYC time, June 14th
💡 How To Build A Robust Portfolio: 5pm UK time, June 15th
💵 How To Bet On The Rise Of Open Banking Payments: 1pm UK time, June 16th
🤑 How To Earn A Passive Income From Crypto: 12pm NYC time, June 24th
💄 How To Give Your Portfolio A Beauty Makeover: 6pm UK time, June 30th

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