Dashboard
| Company | Market Cap | Yearly Revenue Growth | Price | |
|---|---|---|---|---|
AAPL Apple Inc. | 4.97T | $338.19 | ||
NVDA NVIDIA Corporation | 4.6T | $190.01 | ||
GOOG Alphabet Inc. | 4.08T | $335.76 | ||
GOOGL Alphabet Inc. | 4.07T | $336.71 | ||
MSFT Microsoft Corporation | 2.9T | $390.54 | ||
AMZN Amazon.com, Inc. | 2.44T | $226.65 | ||
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 2.27T | $175.38 | ||
TSM Taiwan Semiconductor Manufacturing Company Limited | 1.94T | $374.67 | ||
AVGO Broadcom Inc. | 1.76T | $370.32 | ||
FRCOF Fast Retailing Co., Ltd. | 1.54T | $502.2 |
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Our analysis
Meta vs Broadcom, Why Broadcom Is Worth More Than Meta?
Meta and Broadcom have similar market caps, with Broadcom valued around 12% higher at $1.82T against META's $1.63T. A dollar is a dollar, so it is important to know what underlying business you are buying for a similar valuation. I ran both companies through the Stockpicker Comparison Tool and here are the raw numbers. Meta generated $56.31B revenue last quarter, more than 150% higher than Broadcom's $22.19B. Meta also generated higher free cash flow, despite the pressure from its capex invest
Is Amazon (AMZN) a Robotics Stock? 1 Million Robots and a Cash Flow Multiple Below Google's
TL;DR Is Amazon a robotics stock? Yes. Amazon is the customer here, not the supplier. Every dollar the robots save stays inside its own margins. * Amazon runs over 1 million robots. They touch roughly 75% of all customer orders. In 2020 the fleet was 200,000. * It owns Zoox (self-driving, $1.2B in 2020). It is testing the Digit humanoid in live warehouses. In March 2026 it acquired Fauna Robotics, a home-humanoid startup. * Vulcan is its first robot with a sense of touch. It already picks a
Hyperscaler CapEx Is the Only Metric That Matters Right Now
TL;DR: * The four largest hyperscalers are set to spend roughly $725 billion on capex in 2026: Amazon $200B, Microsoft $190B, Alphabet $180-190B, and Meta $125-145B. * This spending is holding up a K-shaped market. AI infrastructure stocks are surging while other industries, like software and financials, have dropped YTD. * Operating cash flow is not keeping pace. Alphabet raised $80 billion in equity for the first time since its IPO, and Amazon is taking on more debt to fund the gap. * Muc
AST SpaceMobile (ASTS) Burned $500 Million Last Year to Connect 3 Billion Phones from Space
The moment you step outside a major city, you are effectively offline. Cell towers cover only about 10% of the Earth's surface, and AST SpaceMobile built a solution to fix that. ASTS is a space telecom company that sends data at speeds of 100 megabits per second straight from space. Next time you are hiking, you can video call your family from the summit without extra hardware. It works with the phone you already have. * Core Product: Satellite broadband that connects to any existing smartpho