FAANG Strategy
NVIDIA: How the AI Chip Leader Makes Money
NVIDIA data center revenue gross margin AI infrastructure decoded: ~75% margins, 90% from one segment, and the customer concentration that makes it fragile.
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FAANG Strategy
Strategic teardowns of Apple, Google, Meta, Amazon, Microsoft, and Nvidia — the moats, the margin engines, and the platform bets behind the trillion-dollar caps.
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Big Tech Strategy
FAANG Strategy
Apple's App Store Economics Under Pressure
Apple App Store commission economics face the EU DMA, Epic, and DOJ. How regulation is rewriting the highest-margin slice of Apple Services, via the filings.
FAANG Strategy
Google Search AI Overviews: The Tradeoff
The Google AI Overviews monetization tradeoff in numbers: 58% fewer publisher clicks against 19% Search growth in Q1 2026. Who actually pays.
FAANG Strategy
Microsoft Copilot and Enterprise Lock-In
Microsoft Copilot enterprise lock-in strategy, read through the filings: how Copilot attaches to Windows, M365, Teams, Azure, and GitHub to raise switching costs.
FAANG Strategy
Google's AI Strategy Is a Distribution War
Google's AI strategy isn't a better model, it's distribution: Search, Chrome, Android, Cloud. Read the playbook through Alphabet's filings and capex.