Jun. 27 at 11:09 PM
We closed the week with 11 American 🇺🇸 public companies worth more than
$1 Trillion
$NVDA $4.7T
$AAPL $4.2T
$GOOGL $4.1T
$MSFT $2.8T
Anchored by its advanced Vera Rubin architecture and defensive CUDA software ecosystem, NVIDIA commands the global leaderboard at a staggering
$4.7T. Despite localized technical volatility and fluctuations in the real-time GPU rental matrix, its peerless 63% net margin continues to redefine the upper boundaries of right-side PEG expansion.
Moving lockstep above the
$4T tier, Apple and Google successfully convert consumer hardware ecosystems and foundational LLM layers into fortress-like asset moats. Flanked by Microsoft at
$2.8T leveraging enterprise Copilot software integration, this vanguard commands global liquidity.
Where are you deploying heavy size today? Are you layering into left-side limit orders to buy the dip on NVDA, or shifting into defensive cash?