Dashboard
| Company | Market Cap | Yearly Revenue Growth | Price | |
|---|---|---|---|---|
NVDA NVIDIA Corporation | 4.91T | $202.81 | ||
AAPL Apple Inc. | 4.9T | $333.74 | ||
GOOGL Alphabet Inc. | 4.19T | $346.77 | ||
GOOG Alphabet Inc. | 4.19T | $346.12 | ||
MSFT Microsoft Corporation | 2.93T | $393.82 | ||
AMZN Amazon.com, Inc. | 2.66T | $247.23 | ||
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 2.3T | $178.7 | ||
TSM Taiwan Semiconductor Manufacturing Company Limited | 2.07T | $398.37 | ||
AVGO Broadcom Inc. | 1.76T | $370.83 | ||
META Meta Platforms, Inc. | 1.64T | $646.01 |
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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
CRDO Stock: Will the 1.6T Optical Transition Destroy Credo's AEC Moat?
A one-millisecond connection glitch inside an AI data center can instantly cost millions of dollars. Credo Technology built the solution to that problem — and the market noticed. The stock is up 300% in two months and today it finally surpassed $300 per share. Here is whether the fundamentals justify it. CRDO Fundamental Analysis Fast Facts: * Core Product: Active Electrical Cables (AEC) with 50% lower energy use than optical alternatives. * Growth Metrics: +157% YoY revenue growth ($437M l