Friday, October 16, 2026

Speaking Of Hyper-Pareto Distribution Of Profits: "Nvidia and Micron are about to dominate earnings season" (NVDA; MU)

How investors react to this is a separate question but the truth remains that sales and earnings and cash flow afford some measure of comfort in a cold, indifferent universe.

From Yahoo Finance, October 7: 

....The two companies are expected to account for more than one-third of earnings per share growth for the S&P 500 (^GSPC) for the third quarter, according to a ZeroHedge analysis. The platform assessed earnings estimates compiled by Goldman Sachs and FactSet.

What's more, the two semiconductor giants will generate more earnings growth than the bottom 490 S&P 500 companies combined. In total, the analysis found that AI infrastructure companies are expected to drive more than half of S&P 500 EPS growth for the third quarter....

....MUCH MORE

Earlier today: 

Venture Capital Exhibits A Hyper-Pareto Distribution Of Profits: The Top 5% Of VCs Garner 90% Of The Profits