Jan. 22 at 4:17 PM
Inside Americaās
$2.5T+ Giants šš
$AAPL : Apple ~
$3.0T
The strongest consumer ecosystem ever built.
Over 2B active devices, driving repeat upgrades and services revenue.
Hardware creates reach, services create margins, buybacks amplify EPS.
$MSFT : Microsoft ~
$3.1T
The backbone of modern business.
Office, Windows, Azure, and now AI are deeply embedded in enterprises.
$230B+ revenue, mostly recurring, with massive switching costs.
$NVDA : Nvdia ~
$3.0T
The infrastructure layer of AI.
GPUs, networking, CUDA software, and developer lock-in form a moat.
Data center revenue surged past
$60B annually.
$AMZN : Amazon ~
$2.6T
Retail scale + cloud dominance.
E-commerce builds logistics power; AWS prints profits.
AWS alone generates
$90B+ revenue with strong margins.
$GOOGL : Google ~
$2.5T
The internetās toll booth.
Search and YouTube still generate enormous free cash flow.
$300B+ revenue, with AI now critical to defending its moat.
