koolgal
06:27
Who is the biggest winner? I vote $Alphabet(GOOG)$ .  The other 9 titans are merely elite engines & heavy duty machinery of the physical world.

Alphabet is the absolute sovereign of the global mind.  It has successfully positioned itself as a permanent high margin software tax on the fabric of human interaction, pulling in a record shattering trailing net income of USD 160.2 billion.

NVIDIA, TSMC, SK Hynix & Samsung are locked in a vicious capital intensive arms race. They worry about design flaws, engineering delays or a flare-up in the Taiwan Strait that could wipe out millions of dollars.

Apple is trapped on a hamster wheel, hoping consumers will upgrade their iPhones every year.

Saudi Aramco operates physical pipeline infrastructure, completely at the mercy of unpredictable macroeconomic energy swings.

Microsoft & Amazon worry about cloud contracts.

Alphabet simply relaxes knowing that it has the world largest search engine, free content cash machine.

@TigerEvents

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