Locator: 49937INVESTING.
Investing: this is meant for the extended family; this is not for the general audience. It's the fastest way I can reach my entire extended family. This is not an investment site. See the blog's disclaimer.
A publicly-traded company with a market cap of $1 trillion looks intriguing:
- obviously the company is doing something right;
- dollars buy talent; access; leverage;
- winners attract big money investors;
- the money moat
February 6, 2026:
- Walmart: newest member, as of February 6, 2026; link here.
- the Magnificent Seven: AAPL, MSFT, GOOG, AMZN, META, TSLA, NVDA
- others: BRK, Broadcom (AVGO), TSM, Eli Lilly
Racking and stacking:
- WMT
- GOOG
- AAPL
- AVGO
- .
- .
- AMZ
- .
- .
- BRK
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First Among Equals
WMT:
- the pivotal moment: decision to move from NYSE to NASDAQ, December 9, 2025;
- no small achievement for a traditional retail company to join the club;
- silently took the lead in drone delivery in the US
Broadcom (AVGO):
- critical for Google's Gemini success: Broadcom makes the chips
AAPL:
- slowly but surely; consistent;
- not chasing cash; chasing fabs but has best supply chain among the group
- seldom makes a misstep; if they do make a misstep, able to recover
- "an n of 1": Apple ecosystem; from wristwatch to desktops to studio monitors
- supercycle begins and this is before the foldable phone, AI, and iPhone battery dominance
GOOG:
- hitting on all cyliners,
- even among the other trillion-dollar club members, GOOG is now the standout;
AMZN:
- looks like it's ready to widen the moat
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Other End Of The Spectrum
Bottom of the barrel:
- MSFT: all of a sudden, cracks showing?
- BRK: a mediocre mutual fund; no dividends; what's the appeal?
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The Rest
The other half dozen or so:
- your call;
- not interested.
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Disclaimer
Briefly
Briefly:
I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I am also inappropriately exuberant about all things Broadcom. Longer version here.
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