The Data Dive
Fintech still niche? Battery Boom, Rare Earth Minerals, NVIDIA and the US Dollar.
I am still learning
— Michelangelo
FINTECH TRENDS
BCGs report is out and had a lot of interesting fintech data, U.S. and China dominate fintech revenues.
Via – BCG Report: FinTechs Next Chapter
FINTECH GROWTH
Revenue breakdown of scaling fintech sectors.
Via – BCG Report: FinTechs Next Chapter
BATTERY BOOM
Top countries by 2030 battery capacity and corporations.
Via - Benchmark Minerals
REFINING DOMINANCE
China leads rare earth mining and refining.
Via – IEA
NVIDIA SURGE
Nvidia net sales are growing explosively.
Via – Bloomberg
DOLLAR RELEVANCE
U.S. dollar leads global export invoicing.
Via - Bloomberg
DOLLAR SHORT
Derivatives traders bearish on the dollar.
Via – Bloomberg
Oh, boy! Must be nice to have invested in Nvidia early and never sold.