Nvidia just surpassed silver to become the second largest asset on Earth at $5.52 trillion. At the same time, Google is now less than 4% away from becoming only the second company in history to cross the $5 trillion mark. This is no longer a normal market cycle. Capital is reorganizing itself around intelligence, computation, automation, and infrastructure for the Exponential Era. The companies building the foundations of AI are beginning to rival the value of commodities, industrial empires, and even nation-scale economic systems. We are watching the architecture of the future being priced in, in real time. #AI #Nvidia #Goggle #ExponentialEra #MacroSift