The $4 Trillion Race: Who Will Follow Nvidia?

HawS
10-28

Apple vs Google vs Microsoft

With Nvidia (market cap: ~$4.5 trillion) having definitively smashed the $4 trillion barrier thanks to the generative AI boom, the race is on for who comes next.

Wall Street's attention is now locked on a two-horse race between the market's long-reigning titans, $Apple(AAPL)$  (market cap: ~$3.99 trillion) and $Microsoft(MSFT)$  (market cap: ~$3.95 trillion). Both are hovering just below the milestone, with $Alphabet(GOOG)$  (market cap: ~$3.26 trillion) as a strong, but more distant, contender.

The question isn't just who will be the next to hit $4 trillion, but who has the growth story to stay there.

Microsoft and Apple are in a dead heat, with both poised to cross the line at any moment.

- Microsoft's valuation is built on the tangible AI-driven enterprise spending of today.

- Apple's is built on its impenetrable ecosystem and high-margin services.

- Google has the most to prove, but its dominance in AI research and search gives it the most explosive long-term potential.

# Is Google Done Rallying? Bet on AI Flywheel or Sell Into the Hype?

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Comment（6）

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  • JimmyHua
    ·10-28
    TOP
    AI frenzy keeps rewriting history, but only sustainable growth will decide who truly owns the $4T club.
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    • HawS: 
      indeed
      10-28
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  • Mortimer Arthur
    ·10-28
    Microsoft has made more billionaires and millionaires than any other company in history.

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  • Venus Reade
    ·10-28
    Apple is king Congratulations to all LONGS ! Dont trade - hold Apple
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  • zingle
    ·10-28
    It's fascinating to see how closely matched Apple and Microsoft are.
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  • HawS
    ·10-28
    seems like Microsoft just crossed the line. 😂🤣
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