Analysis

Longer reads built from the same filings as the rest of the site — annual and quarterly reports, 13F portfolios and Form 4 insider trades. Every number in an article comes from a source listed at its end.

• Costco (COST): $303 billion of revenue on a 3.9% operating margin, 84 million paying members and five special dividends

  Costco from its own filings: the 1983 start in Seattle and the 1993 merger with The Price Company, what it sells, how little of its revenue comes from membership fees, fiscal 2026 results, its special dividends, insider sales and what $1,000 at the first close after the merger became.

  Published Oct 23, 2026 · COST

• Insider buying and selling, last 90 days: who used their own money, and who sold without a plan

  Every Form 4 purchase and sale by executives and directors from July 23 to October 21, 2026, sorted by what it really was. People bought $596 million on the open market with their own money; people sold $5.19 billion outside 10b5-1 plans.

  Published Oct 22, 2026 · GME, BORR, COE, GRAB, ET, AAT, UBER, GLIBK, AMR, BSX, AMRZ, CDNL, PAM, NVDA, ESTC, CVX, MEDP, APH, PBF, SYK, CPAY, SCHW, JNJ, THC, IRDM

• Linde vs. Air Products: the same gases, a 26% margin against two years of hydrogen write-downs

  Linde and Air Products compared from their SEC filings: revenue since 2016 and what the 2018 Praxair–Linde merger changes, margins and free cash flow, Air Products’ exit from green hydrogen projects, backlog, dividends, the fund managers that hold them, insider trades and $1,000 over 5, 10 and 20 years.

  Published Oct 21, 2026 · LIN, APD

• Palantir (PLTR): $4.5 billion of revenue, U.S. commercial sales up 149%, founders’ voting control and a P/E of 165

  Palantir from its own filings: the 2020 direct listing, government and commercial revenue, the losses before 2023, the first half of 2026, how the three founders keep control through Class F shares, insider sales and what $1,000 at the first close became.

  Published Oct 20, 2026 · PLTR

• Reddit (RDDT): revenue up 61%, its first profitable year, a stock down 23% and executives selling $259 million

  Reddit from its filings: revenue, profit and users, the Q3 outlook, who controls the vote, what the tracked funds held at the end of June, the executives’ planned sales and the one director who bought $8.9 million of stock.

  Published Oct 20, 2026 · RDDT

• AbbVie (ABBV): $61 billion of sales, Skyrizi and Rinvoq after Humira, and a P/E of 81 or 26

  AbbVie from its own filings: the 2013 spin-off from Abbott, where the $61.2 billion of 2025 revenue came from, Skyrizi and Rinvoq overtaking Humira, why GAAP earnings are about a quarter of adjusted earnings, negative equity, the Apogee deal, insider sales and $1,000 invested in 2013.

  Published Oct 18, 2026 · ABBV

• The week of Oct 12–16, 2026: tech drags the Nasdaq down 4.5% while the average stock rises

  Weekly market wrap: the S&P 500 fell 1.95% and the Nasdaq 4.48% as technology lost 7.7%, but the equal-weight S&P rose, oil jumped 10%, and the big banks opened earnings season. With the week’s biggest movers among $100 billion companies and the insider buys filed with the SEC.

  Published Oct 18, 2026 · NVDA, DELL, AMAT, ACN, COP, JPM, BAC, PAG, GME, BORR

• Borr Drilling (BORR): 29 jack-up rigs, a $270 million first-half loss and a founder buying $67 million of stock

  Borr Drilling from its own filings: what a shallow-water driller does, where its $1.02 billion of 2025 revenue came from, the losses before 2023, the 2026 refinancing that turned the first half into a loss, two reverse splits, and the insider buying by founder Tor Olav Trøim.

  Published Oct 17, 2026 · BORR

• $100 a month in five dividend stocks for 30 years: $250,910 reinvesting, $181,445 without

  A mini portfolio of Procter & Gamble, Texas Instruments, Medtronic, Aflac and Realty Income, $20 a month in each from October 1996 to September 2026, with dividends reinvested and with dividends kept in cash, against the same contributions to the S&P 500.

  Published Oct 17, 2026 · PG, TXN, MDT, AFL, O

• Li Lu’s Himalaya Capital in Q2 2026: seven stocks, PDD more than doubled, six positions sold

  Himalaya Capital’s 13F for the quarter ended June 30, 2026, position by position: Alphabet at almost half the portfolio, a bigger bet on PDD, the first change to Berkshire Hathaway since 2021, and the six stocks that left.

  Published Oct 16, 2026 · GOOGL, PDD, BRK.B, EWBC, CROX, TME, AAPL, BAC, OXY, SPGI, HRB, MCO, MSCI

• Charles Schwab vs. Interactive Brokers: four times the revenue against a 78% pretax margin

  Charles Schwab and Interactive Brokers compared from their SEC filings: how each makes money, revenue and pretax margin since 2014, clients and trading, dividends, the fund managers that hold them, insider sales and $1,000 over 5 and 10 years and since the IBKR IPO.

  Published Oct 15, 2026 · SCHW, IBKR

• The 10 highest returns on invested capital among U.S. companies worth $50 billion or more

  Return on invested capital for U.S. companies worth $50 billion or more, from each company’s latest 10-K: Nvidia leads at 85.7%, followed by Sandisk and Micron. How the number is calculated, and who is left out.

  Published Oct 14, 2026 · NVDA, SNDK, MU, FTNT, APP, AAPL, MA, LRCX, KLAC, FIX, WDC, STX, MCK, BKNG, TJX

• Johnson & Johnson (JNJ): $94 billion of sales, a $5.5 billion talc proposal and 64 years of dividend increases

  Johnson & Johnson from its own filings: where the $94.2 billion of 2025 sales came from, Darzalex and the Stelara decline, why the numbers restart in 2021, the talc charges and reversal, the Q3 2026 results, insider sales and $1,000 invested in 1962.

  Published Oct 13, 2026 · JNJ

• American Express vs. Capital One: two card networks, a $51.8 billion Discover deal and a card write-off rate more than twice as high

  American Express and Capital One compared from their filings: revenue and profit, the Discover acquisition and its one-time provision, card loan losses month by month, dividends, Berkshire’s stakes, insider sales and $1,000 over 5, 10 and 20 years.

  Published Oct 13, 2026 · AXP, COF

• AST SpaceMobile (ASTS): 61% below its May high, after Rakuten sold half its stake and the CEO raised $199 million without selling

  AST SpaceMobile from its filings: $115 million of revenue against a $20 billion market value, more than $3 billion of convertible notes in a year, the lost BlueBird 7, Rakuten’s and American Tower’s sales, the CEO’s prepaid forward contracts and what the tracked funds did.

  Published Oct 13, 2026 · ASTS

• Eli Lilly (LLY): 150 years in, one molecule brings 56% of revenue and the company is worth $1 trillion

  Eli Lilly from its own filings: where the $65.2 billion of 2025 revenue came from, why the numbers restart in 2015, the years with one-off losses, the Lilly Endowment’s sales, fund moves and $1,000 invested in 1972.

  Published Oct 13, 2026 · LLY

• Thermo Fisher vs. Danaher: the lab-supply rivals after COVID, three spin-offs and two $9 billion deals

  Thermo Fisher and Danaher compared from their filings: segments, the COVID boom and fade, Danaher’s spin-offs, the 2026 deals, a new Danaher CEO, organic growth, funds, insider sales and $1,000 over 5, 10 and 20 years.

  Published Oct 12, 2026 · TMO, DHR

• Tesla (TSLA): twelve years of losses, a first revenue decline in 2025 and a $1.5 trillion market value

  Tesla from its own filings: where the $94.8 billion of 2025 revenue came from, deliveries since 2012, the years with one-off profits, Musk’s 2018 and 2025 awards, fund moves, insider sales and $1,000 at the 2010 IPO.

  Published Oct 12, 2026 · TSLA

• Micron (MU): revenue up 3.6 times to $133 billion, a $1.16 trillion stock, and funds and executives selling as it rose

  Micron’s fiscal 2026 from its filings: revenue, profit and the 53-week year, the outlook, what the tracked funds did in the quarter the stock tripled, the CEO’s $200 million of planned sales, and one director’s $7.8 million purchase.

  Published Oct 12, 2026 · MU

• Tesla vs. GM: half the revenue, twenty times the market value

  Tesla and General Motors compared from their filings: what is inside each revenue line, deliveries vs. wholesale, the one-off years, GM’s $34 billion of buybacks, Musk’s restricted shares, funds, insider sales, and $1,000 over 5 and 10 years.

  Published Oct 11, 2026 · TSLA, GM

• Coca-Cola vs. PepsiCo: $1,000 each with dividends reinvested for 30 years

  Two of the longest dividend-raising streaks in the market, 64 and 54 years. What $1,000 in each, reinvested since October 1996, became by October 2026 — and why PepsiCo led for 27 years even though Coca-Cola is the one at a record today.

  Published Oct 11, 2026 · KO, PEP

• Lowe’s vs. Home Depot: $1,000 each with dividends reinvested for 30 years

  Both home-improvement chains beat the S&P 500 by a wide margin over thirty years. Home Depot led for the first five; Lowe’s has led for most of the rest. What $1,000 in each, reinvested since October 1996, became by October 2026.

  Published Oct 11, 2026 · LOW, HD

• GameStop (GME): Ryan Cohen’s $96 million of buying, a $4.9 billion eBay stake, and a rejected offer

  GameStop’s chief executive bought 4.3 million shares in 2026, most of them since September. What the filings show: the eBay proposal and its rejection, the eBay stake, the convertible-note exchange, the withdrawn CEO award, and the second-quarter results.

  Published Oct 11, 2026 · GME, EBAY

• The Gates Foundation Trust in Q2 2026: four stocks are three-quarters of $34 billion

  The Gates Foundation Trust’s 13F for the quarter ended June 30, 2026, position by position: Berkshire Hathaway trimmed again, a new Home Depot stake, the FedEx Freight shares that came from a spin-off, and how the 24 positions moved since.

  Published Oct 11, 2026 · BRK.B, CAT, CNI, WM, DE, ECL, WMT, FDX, KOF, HD, WCN, MSGS, FDXF, CPNG, WST, BUD, PCAR, SDGR, MCD, DHR, KHC, HRL, ONON, VLTO

• Berkshire Hathaway’s 13F in Q2 2026: Alphabet nearly doubled, Delta added, Constellation gone

  Berkshire Hathaway’s stock portfolio on June 30, 2026, position by position: what grew, what shrank, the companies that came and went, and what the same shares are worth today, in the second quarter with Greg Abel as chief executive.

  Published Oct 11, 2026 · AAPL, AXP, GOOGL, GOOG, KO, BAC, CVX, OXY, CB, MCO, KHC, DVA, DAL, SIRI, VRSN, KR, LLYVK, LLYVA, ALLY, LEN, NYT, COF, LPX, NUE, M, NVR, JEF, DHI, STZ

• Chris Hohn’s TCI in Q2 2026: GE Aerospace is a third of $53 billion, two new materials stocks, Microsoft gone

  TCI Fund Management’s 13F for the quarter ended June 30, 2026: ten companies, GE Aerospace at a third of the portfolio, new stakes in Martin Marietta and Vulcan Materials, the end of a Microsoft position first reported in 2017, and the S&P Global spin-off that followed.

  Published Oct 11, 2026 · GE, V, MCO, SPGI, GOOGL, GOOG, CP, FER, CNI, MLM, VMC, MSFT

• Rocket Lab (RKLB): the Iridium deal, $1.9 billion of new shares, and a stock 55% below its May high

  Rocket Lab agreed in June 2026 to buy Iridium for $27 in cash plus shares, then sold $1.94 billion of stock on the market to pay for it. Record revenue and backlog, the exchange-ratio collar, the funds that left and what executives sold.

  Published Oct 11, 2026 · RKLB, IRDM

• Snowflake (SNOW) at a record high: growth accelerating, $3.75 billion of convertibles, and $505 million of insider sales

  Snowflake tripled from its April low to a record close on October 9, 2026. Its filings show product revenue growth speeding up for a third quarter, a raised outlook, new zero-coupon convertible notes, a $100 billion CEO award and heavy planned selling.

  Published Oct 11, 2026 · SNOW

• Texas Instruments (TXN): revenue back to growth, a 23rd dividend increase, and funds piling in

  After two years of falling sales, Texas Instruments grew revenue 23% in the second quarter of 2026 and raised its dividend for a 23rd year. The filings on results, cash flow, the new CFO, which funds added in the quarter and what insiders did.

  Published Oct 11, 2026 · TXN

• S&P Global (SPGI) after the Mobility spin-off: a $5.7 billion TCI stake, Ackman’s new position, and $7 billion of buybacks

  S&P Global spun off Mobility Global on July 1, 2026 and plans to buy back more than $7 billion of stock this year. Results without Mobility, how to read the price history, and which of the tracked funds hold it, led by Chris Hohn’s TCI.

  Published Oct 11, 2026 · SPGI

• Analog Devices (ADI): revenue up 40%, a record outlook, and tracked funds trimming

  Analog Devices reported a record fiscal third quarter and guided higher, agreed to buy Alif Semiconductor, sold $3 billion of notes and disclosed a cyber incident. The filings, the dividend, and why fewer shares sat with the tracked funds in June.

  Published Oct 11, 2026 · ADI

• Uber (UBER): a bid for Delivery Hero, €4.5 billion of bonds, and the CEO buying $10 million of stock

  Uber offered €41.50 a share for Delivery Hero in July 2026 and borrowed to pay for it, while its stock sat 25% below a year earlier. Results, the financing, the funds that held it in June, and two executives who bought on the open market.

  Published Oct 11, 2026 · UBER

• Seagate (STX): revenue up 34%, a stock up 253% in a year, and $379 million of insider sales in three months

  Seagate closed fiscal 2026 with record profit and free cash flow, retired its exchangeable notes, and drew five new tracked funds. The stock is still 28% below its June high, and executives sold heavily, mostly by plan or to cover taxes.

  Published Oct 11, 2026 · STX

• Microchip (MCHP): sales up 38% after a two-year slump, a stock 27% off its May high, and quant funds adding

  Microchip’s revenue nearly halved from fiscal 2023 to 2025 and is recovering fast. The filings on the June quarter, inventory, the dividend and the departing COO, plus which of the tracked funds held it and how little insiders traded.

  Published Oct 11, 2026 · MCHP

• United Airlines (UAL): revenue up 16%, nearly $6 billion of extra fuel costs, and a stock 21% off its June high

  United raised its 2026 earnings guidance in July even as it expected almost $6 billion more in fuel expense than at the start of the year. Results, the cash it raised, the funds that added in the quarter, and what executives sold.

  Published Oct 11, 2026 · UAL

• Super Micro (SMCI): sales up 78%, margins nearly doubled, and quant funds piling in after the March low

  Super Micro ended fiscal 2026 with $39 billion of sales and a fourth-quarter gross margin of 17.5%, guided to up to $15.5 billion for the next quarter, and raised money with a mandatory convertible preferred. The filings, the funds and the CEO’s planned sales.

  Published Oct 11, 2026 · SMCI

• Visa (V) at a record close: the financial stock most tracked funds own, and who moved in the second quarter

  Seventeen of the 38 managers this site tracks held Visa at the end of June 2026 — more than any other financial stock. A look at who holds it, who arrived and who left, what insiders sold, and the dividend, as the stock closed at a record.

  Published Oct 11, 2026 · V

• DoorDash (DASH): revenue up 36% with Deliveroo, profit down, a move to Nevada, and funds trimming

  DoorDash grew revenue 36% in the second quarter of 2026, 24% without Deliveroo, while its GAAP profit fell. The filings on growth, guidance and the new state of incorporation, plus which funds cut, and $102 million of planned and tax-related insider sales.

  Published Oct 11, 2026 · DASH

• A. O. Smith (AOS): near a 12-month low, China sales down 19%, a bigger buyback and 28 years of dividend increases

  The water-heater and boiler maker’s stock fell 30% from its February high. Its filings show flat sales, falling profit, a China business under strategic review, new leadership, a larger repurchase target and a long dividend record.

  Published Oct 11, 2026 · AOS

• SpaceX (SPCX) four months after its IPO: $86 billion raised, Cursor bought with stock, and who held it in June

  SpaceX listed in June 2026 at $135 a share, then bought Cursor for 389 million shares and sold $25 billion of bonds. The filings on revenue up 92%, the AI segment’s spending, the price path since the IPO, the funds in the first 13F and the first insider sales.

  Published Oct 11, 2026 · SPCX

• Klarna (KLAR): down two-thirds in a year, a small quarterly profit, lower guidance, and a $10 million purchase through Flat Capital

  Klarna’s stock lost 66% in twelve months even as it turned a small profit in the second quarter of 2026 and cut its full-year volume outlook. What the filings say, which funds hold it, and why the CEO’s $9.9 million purchase is not simply his own money.

  Published Oct 11, 2026 · KLAR

• Cerebras (CBRS) five months after its IPO: below the offer price, $408 million of insider sales, and two customers

  The AI chipmaker went public at $185 in May 2026 and traded below that in October. Its filings explain the revenue, the 2025 profit that was only on paper, who held the stock at the end of June and how insiders sold.

  Published Oct 11, 2026 · CBRS

• Coupang (CPNG) after the data breach: down 58% in a year while Korean stocks doubled

  The Korean online retailer from its own filings: the breach of 33 million accounts, $1.2 billion of compensation vouchers, $410 million of fines, two loss-making quarters, an $850 million buyback, and funds split on the stock.

  Published Oct 11, 2026 · CPNG

• Home Depot (HD): a record number of tracked funds, a stock down 28%, and a tariff refund in the profit

  Ten of the 38 managers this site tracks held Home Depot at the end of June 2026, three of them new, while the stock fell to a 12-month low. The filings on sales helped by acquisitions, the tariff refund, the CEO’s medical leave and the dividend.

  Published Oct 11, 2026 · HD

• Synaptics (SYNA): onsemi’s offer turned from stock to $123 in cash after a rival approach

  Synaptics agreed in June 2026 to be bought by onsemi for shares, and in October for $123 in cash after an unsolicited proposal from an unnamed buyer. What the filings say about the deal, the $491 million loss, the insiders and the funds.

  Published Oct 11, 2026 · SYNA, ON

• AMD near $1 trillion: data-center revenue doubled, a stock that tripled since March, and $8.2 billion paid in shares

  AMD from its filings: record second-quarter revenue with data-center sales up 107%, the third-quarter outlook, the World Labs deal paid in stock, $4.75 billion of new notes, which funds held it in June and how executives sold.

  Published Oct 11, 2026 · AMD

• Applied Materials (AMAT): record quarters, a stock 30% below its June 30 peak, and new funds in the 13F

  The chip-equipment maker reported record revenue and guided higher, yet its shares fell 30% from the June 30 close that the 13F filings use. Results, China’s share of sales, the dividend, which funds held it and what insiders sold.

  Published Oct 11, 2026 · AMAT

• Ferguson (FERG): a record number of tracked funds own it, and the stock is near its 12-month low

  Eleven of the 38 managers this site tracks held Ferguson at the end of June 2026, tying the record, and seven added. Since its April high the stock fell 19.7%. What the filings say about the business, the FloWorks deal and the new fiscal year.

  Published Oct 11, 2026 · FERG

• Philip Morris (PM) at a record high: smoke-free growth, one-time write-downs, and who is buying

  Philip Morris International closed at its highest price since 2008 on October 9, 2026. The filings behind it: revenue above $11 billion a quarter, two write-downs that hide earnings growth, the Altria deal, the dividend and the funds.

  Published Oct 11, 2026 · PM

• The biggest insider purchases of the last 90 days, and why three-quarters of the “buying” does not count

  Every purchase reported on Form 4 by executives and directors from July 9 to October 6, 2026, sorted by what it really was: personal money on the open market, a fund, a stock offering, a 10b5-1 plan or a private deal.

  Published Oct 11, 2026 · GME, GRAB, ET, AAT, UBER, BORR, GLIBK, AMR, BSX, NYAX, AMRZ, CDNL, INTC

• The biggest insider sales of the last 90 days, without the plans, the taxes and the funds

  Executives and directors sold $25 billion of stock from July 4 to October 1, 2026. Half was pre-scheduled 10b5-1 plans, and much of the rest was funds and block trades. What is left: people deciding to sell.

  Published Oct 11, 2026 · NVDA, CVX, APH, MEDP, PBF, SYK, CPAY, SCHW, JNJ, TSEM, DELL, BIRK

• Energy Transfer (ET): Kelcy Warren bought $55 million of units in 12 months, and no insider sold

  Every Form 4 filed at Energy Transfer from October 2025 to October 2026: two rounds of buying by the executive chairman, a purchase by Rick Perry, a $22 million line that is not a purchase, and the move to Texas.

  Published Oct 11, 2026 · ET

• Strategy (MSTR) mNAV: worth less than its bitcoin since November 2025, or more, depending on the formula

  Six years of Strategy’s mNAV rebuilt from 254 SEC filings: the simple ratio against the company’s own formula, the 2020 and 2024 peaks, the 2022 and 2026 lows, and the bitcoin it sold in 2026 to pay preferred dividends.

  Published Oct 11, 2026 · MSTR

• ExxonMobil vs. Chevron: bigger reserves, more buybacks, and the $633 million of Chevron insider sales

  The two U.S. oil majors compared from their filings: profit, cash and buybacks, production bought through acquisitions, decades of dividend increases, Berkshire’s Chevron cut, insider selling, and $1,000 over 5, 10 and 20 years.

  Published Oct 11, 2026 · XOM, CVX

• McDonald’s vs. Starbucks: why the smaller company makes four times the profit

  A landlord-and-royalty model against a coffee shop operator: revenue, margins, the Starbucks China sale and restructuring, McDonald’s 2026 slide, 49 straight dividend increases, and $1,000 over 5, 10 and 20 years.

  Published Oct 11, 2026 · MCD, SBUX

• Visa vs. Mastercard: two 50%-margin networks, Ackman buying both, and a tie since 2008

  The two card networks compared from their filings: revenue and margins, network size, how they return cash, the litigation figure that is often misread, which big funds moved in 2026, and $1,000 since Visa’s 2008 IPO.

  Published Oct 11, 2026 · V, MA

• Caterpillar vs. Deere: data-center power on one side, the bottom of the farm cycle on the other

  The yellow machines and the green machines in 2026, from their own filings: revenue, tariffs and tariff refunds, order books that measure different things, 32 years of dividend increases, and $1,000 over 5, 10 and 20 years.

  Published Oct 11, 2026 · CAT, DE

• Lockheed Martin, RTX, Northrop Grumman and General Dynamics compared: backlog, margins, dividends and 20 years of returns

  The four largest U.S. defense contractors side by side, from their 10-K filings: how much depends on the U.S. government, how big the order books are, which years need a footnote, and what $1,000 became over 5, 10 and 20 years.

  Published Oct 11, 2026 · LMT, RTX, NOC, GD

• Broadcom (AVGO): from a $15 IPO to a $1.7 trillion company built on deals and AI chips

  How Avago became Broadcom, where its $63.9 billion of revenue comes from, how fast its AI chip sales are growing, and what its insiders and the big funds did with the stock.

  Published Oct 11, 2026 · AVGO

• Bill Ackman’s Pershing Square in Q2 2026: 14 stocks, three new payment and data names, and Alphabet sold

  Pershing Square’s 13F for the quarter ended June 30, 2026, position by position: what was added, trimmed and sold, the S&P Global spin-off that followed, and the fund’s stake in its own new closed-end fund.

  Published Oct 11, 2026 · UBER, BN, MSFT, AMZN, HHH, QSR, META, V, MA, SPGI, NFLX, PSUS, SEG, HTZ, GOOGL

• Crypto treasury companies in October 2026: which ones trade above the coins they hold

  mNAV for the seven largest U.S.-listed crypto treasury companies — Strategy, BitMine, Twenty One, Strive, Hyperliquid Strategies, SharpLink and Forward — built from their own SEC filings, how it moved in the week to October 16, and why the answer depends on which formula you use.

  Published Oct 11, 2026 · MSTR, BMNR, XXI, ASST, PURR, SBET, FWDI

• JPMorgan vs. Bank of America: $1,000 each with dividends reinvested for 30 years

  Both banks cut their dividends in the 2008–2009 crisis. One came back quickly; the other paid one cent a share for five years. What $1,000 in each, reinvested since October 1996, became by October 2026.

  Published Oct 11, 2026 · JPM, BAC

• CoStar Group (CSGP): the founder-CEO bought three times as the stock fell 62%

  Andrew Florance, who founded CoStar in 1987, bought $7.5 million of stock in three rounds during a year in which the shares fell from $79 to under $30. What the Form 4 filings show, and what they do not.

  Published Oct 11, 2026 · CSGP

• Apple (AAPL): a new CEO, an iPhone that is still half the business, and $119 million of planned insider sales

  Where Apple’s $416 billion of revenue comes from, what changed when John Ternus became CEO, how the big funds positioned, and what $1,000 at the 1980 IPO price would be worth today.

  Published Oct 11, 2026 · AAPL

• Nvidia (NVDA): $216 billion of revenue, 90% of it from data centers — and the gains hidden in its profit

  What Nvidia sells and to whom, how revenue tripled in two fiscal years, why its net income overstates the operating business, and who among insiders and big funds sold.

  Published Oct 11, 2026 · NVDA

• Microsoft (MSFT): Azure is now its biggest business, and OpenAI is in the numbers

  Microsoft’s $332 billion fiscal year broken down by product and segment, the OpenAI gain inside its profit, the acquisitions that shaped it, and what funds and insiders did with the stock.

  Published Oct 11, 2026 · MSFT

• Alphabet (GOOGL): why a P/E of 17 understates the price, and how Google Cloud became the growth engine

  Alphabet’s $403 billion of revenue by product, the SpaceX paper gains that inflate its 2026 profit, the founders’ voting control, and what Berkshire Hathaway and other funds did with the stock.

  Published Oct 11, 2026 · GOOGL, GOOG

• Amazon (AMZN): AWS is 18% of revenue and 57% of the profit — and Anthropic is inflating the rest

  Where Amazon’s $717 billion of revenue and $80 billion of operating profit come from, why its recent net income overstates the business, what Jeff Bezos actually sold, and how the big funds positioned.

  Published Oct 11, 2026 · AMZN

• Meta Platforms (META): advertising pays for an AI build-out that is now eating the cash flow

  Meta’s $201 billion of revenue, 97.6% of it advertising; the Reality Labs losses; the jump in capital spending, debt and the pause in buybacks; Zuckerberg’s voting control; and what funds and insiders did.

  Published Oct 11, 2026 · META