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Articles

• NVIDIA vs AMD: the AI stack and the catch-up

  Apr 19, 2026 | 10 minute read

  NVIDIA added $189B of revenue in three years;...

  

• Netflix vs Disney: Streaming Margins, Park Profits and the Valuation Gap

  Apr 18, 2026 | 10 minute read

  Netflix earns as much operating profit as Disney...

  

• Microsoft vs Amazon: Software Margins, Cloud Competition and AI Capex

  Apr 15, 2026 | 10 minute read

  Microsoft converts less than half Amazon's revenue into...

  

• Meta vs Alphabet: Ad Concentration, Margin Profiles and AI Capex

  Apr 13, 2026 | 9 minute read

  Meta earns 98% of revenue from advertising versus...

  

• Amazon vs Alphabet: Retail Scale, AWS Growth and AI Capex

  Apr 7, 2026 | 10 minute read

  Amazon's retail scale against Alphabet's ad-driven margins —...

  

• Apple vs Microsoft: iPhone Concentration and Microsoft Cloud Growth

  Apr 1, 2026 | 10 minute read

  Apple's iPhone concentration against Microsoft's cloud and subscription...

  

• Apple vs Samsung: the services engine and the memory-cycle swing

  Mar 20, 2026 | 11 minute read

  Apple added $31B of Services revenue at 75%...