Tech

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All articles tagged "Tech"

NVIDIA headquarters building in Santa Clara, California

NVIDIA: From Gaming Chip to AI Backbone — The Fastest Value Creation in History

How a graphics chip company founded in a Denny's became the most important semiconductor company on Earth. From $27B in revenue in FY2023 to $130B in FY2025, 75% gross margins, and a CUDA software moat built over 15 years — NVIDIA's AI supercycle is the fastest value creation in the history of public markets.

May 18, 2026

Aerial view of Microsoft West Campus in Redmond, Washington

Deep DiveFinance

Microsoft: The Quiet Compounder That Ate Enterprise — How Azure Turned a Legacy Giant into a $3 Trillion Platform

From a company being written off in 2013 to a $3 trillion platform — how Satya Nadella turned Microsoft's enterprise distribution moat into the most durable compounding machine in technology. Revenue tripled. Net income quadrupled. Azure, Microsoft 365, LinkedIn, and OpenAI form a moat nobody can replicate.

May 18, 2026

Apple Park headquarters in Cupertino, California

Deep DiveFinance

Apple: The Hardware Moat Nobody Can Replicate — How a Phone Became a $3 Trillion Ecosystem

From iPhone to Apple Silicon to $96B in Services — how Apple built the most profitable hardware ecosystem in history and why its $700B buyback machine keeps compounding shareholder value.

May 17, 2026