My 2033 Take on Who the Largest 3 Companies in the World

MMMTWealth

09-11

My 2033 take on who the largest 3 companies in the world will be:

$NVIDIA(NVDA)$: Absurd growth still for a +$5T company.

- FY28 revenue will be ~$680B

- FY30 revenue I forecast to be ~$1.2T

- $10T MC seems pretty reasonable based on that.

$Amazon.com(AMZN)$:

- AWS should be generating ~$1T in revs by 2035.

- Include everything else (e-comm, digital ads, subscriptions, stakes etc)

- $6-8T MC for $Amazon.com(AMZN)$ is feasible

$Eli Lilly(LLY)$:

- FY26 already ~$86B. Metabolic franchise can be $150B+ by early 2030s

- GLP-1 cash funds the real product: biological AI, next-gen peptides, and the labs/compute behind them.

- $5–7T MC if the market prices LLY as infrastructure for biology, not just a drug company.

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AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[],"coverImages":[],"title":"My 2033 Take on Who the Largest 3 Companies in the World","html":"<html><head></head><body>My 2033 take on who the largest 3 companies in the world will be:\n1.\n<a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>: Absurd growth still for a +$5T company.\n- FY28 revenue will be ~$680B\n- FY30 revenue I forecast to be ~$1.2T\n- $10T MC seems pretty reasonable based on that.\n2.\n<a data-mention-id=\"AMZN\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>:\n- AWS should be generating ~$1T in revs by 2035.\n- Include everything else (e-comm, digital ads, subscriptions, stakes etc)\n- $6-8T MC for <a data-mention-id=\"AMZN\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> is feasible\n3.\n<a data-mention-id=\"LLY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Eli Lilly\" target=\"_blank\" href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a>:\n- FY26 already ~$86B. Metabolic franchise can be $150B+ by early 2030s\n- GLP-1 cash funds the real product: biological AI, next-gen peptides, and the labs/compute behind them.\n- $5–7T MC if the market prices LLY as infrastructure for biology, not just a drug company.</body></html>","htmlText":"<html><head></head><body>My 2033 take on who the largest 3 companies in the world will be:\n1.\n<a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>: Absurd growth still for a +$5T company.\n- FY28 revenue will be ~$680B\n- FY30 revenue I forecast to be ~$1.2T\n- $10T MC seems pretty reasonable based on that.\n2.\n<a data-mention-id=\"AMZN\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>:\n- AWS should be generating ~$1T in revs by 2035.\n- Include everything else (e-comm, digital ads, subscriptions, stakes etc)\n- $6-8T MC for <a data-mention-id=\"AMZN\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" target=\"_blank\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> is feasible\n3.\n<a data-mention-id=\"LLY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Eli Lilly\" target=\"_blank\" href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a>:\n- FY26 already ~$86B. Metabolic franchise can be $150B+ by early 2030s\n- GLP-1 cash funds the real product: biological AI, next-gen peptides, and the labs/compute behind them.\n- $5–7T MC if the market prices LLY as infrastructure for biology, not just a drug company.</body></html>","text":"My 2033 take on who the largest 3 companies in the world will be: 1. $NVIDIA(NVDA)$: Absurd growth still for a +$5T company. - FY28 revenue will be ~$680B - FY30 revenue I forecast to be ~$1.2T - $10T MC seems pretty reasonable based on that. 2. $Amazon.com(AMZN)$: - AWS should be generating ~$1T in revs by 2035. - Include everything else (e-comm, digital ads, subscriptions, stakes etc) - $6-8T MC for $Amazon.com(AMZN)$ is feasible 3. $Eli Lilly(LLY)$: - FY26 already ~$86B. Metabolic franchise can be $150B+ by early 2030s - GLP-1 cash funds the real product: biological AI, next-gen peptides, and the labs/compute behind them. - $5–7T MC if the market prices LLY as infrastructure for biology, not just a drug company.","highlighted":1,"essential":1,"paper":2,"likeSize":280,"commentSize":0,"repostSize":4,"favoriteSize":0,"link":"https://ttm.financial/post/606471875747984","repostId":0,"isVote":1,"tweetType":1,"viewCount":1161,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","AMZN","LLY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":602,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/606471875747984"}