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Insights
Data-led perspectives, market context and SCOTnews.
Analysis 28 May 2026

Has the Market Decided What Reality Is Worth?

NVIDIA, the quoted upstream mining industry and the strange arithmetic of modern capital markets.

NVIDIA versus the quoted upstream mining industry
Market capitalisation Mining Capital allocation Data story

NVIDIA, mining equities and what markets may be implying about physical reality.

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ABOUT SCOT INSIGHTS
Evidence before opinion

Insights brings together visual analysis and commentary drawn from the same natural-resources context that underpins SCOTdata. Each feature will explain its definitions, date basis and sources so that comparisons can be read clearly.