Trailblazer.org – Blazing the Trail to the Righteous Path

Clean Stock Company 101: Who Makes What? (Human Written)

Did you ever look at the Stock Market and think to yourself:”200 Billion? Who even are these guys> never heard of. What do they even make? Well, that’s me all the time. So I want to give an Overview of the most relevant companies and Show exactly what they make, and why they have the Valuations, that they have.

Part 1: Top 100

Nvidia: Hardware for Ai-Training, amongst other things. Proprietary CUDA-Technology (Software-moat) as well as Superior Hardware. Defacto Monopoly. No-Fab Business-model (No in-house production, dependency on TSMC for Production)

In-Depth
Known for making Computer Hardware. Originally, they made Graphics Cards that people would buy in order to play Games with demanding Graphics and Visuals. But Nvidia’s gold is in it’s proprietary CUDA Technology. A Graphics Card, different from a Classical Processors, has many small Processors which work in Parallel. This way it can do things like calculating many pixels at once, but also things like running hash algorithms which are useful for Crypto currency mining, and also for Training Ai-Models. And the CUDA technology allows this to happen in a particularly effective way, giving NVidia a Software Moat, on Top of it’s Hardware Superiority

Google: Google Search, Chrome, GMail, Youtube, Android, AdSense. Main Revenue from advertisements, aka selling your data. (That’s why it’s “free”, your data is the product, and third party companies are the customers

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In-Depth
Google is everywhere nowadays. Initially known for Google search engine, they expanded to Youtube (acquired 2006), Google Chrome Browser, Android, Google Mail, Google Play Store, Google Play, Google Maps and so on. Gemini Ai, Google Pixel Phones, and much much more. Main Revenue is Google Ad-Sense. Google is effectively a large advertising company, that harvests all the data it can get from all over the Internet, and then sells it to advertisers.

Apple: iPhone, Mac, iOS, Apple pay. Walled Garden closed whole ecosystem that locks you in. Massive cult-like following. Not particularly innovative, all Branding.

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In-Depth
Unsuccessful at first, merely kept alive as an on paper competitor to Microsoft, it landed a big hit with the iPod and later the iPhone, from which it managed to build out it’s ecosystem and eventually it’s empire of closed Software, hidden behind a facade of seemingly clean sleek products. Notorious for making it hard to repair devices and terrible manufacturing conditions. Not innovative, spends earnings on Stock buybacks. Landed a big hit with the M Prozessors, which genuinely are market leading in the field.

Microsoft: Windows, Office365, Activison-Blizzard-King (acquired), xBox, Minecraft (acquired), Github (acquired), VSCode, Azure (Cloudservice), Invested into OpenAI,

In-Depth
Codenamed Microslop from recent AI-disasters. Originally known for Windows, which to this day is the dominant operating system for Personal Computers. It expanded it’s office program suite to Office365, containing known programs like Excel, Powerpoint, Outlook etc. It’s in the gaming market with xBox, and acquired Minecraft in 2014 and Activisio-Blizzard-King in 2024, which owns franchises like World of Warcraft, Call of Duty, Hearthstone, CandyCrush and more (ever wondered why these come on your windows pc? That’s why). Ironically invested into OpenSource via Github, which probably hosts the largest codebase in the world right now. They also own Azure which powers about 20% of the Internet, and they were early investors into OpenAI

Amazon: Massive Marketplace that also has a whole Webservice Stack, Servers, and investments into Anthropic

TSMC: Twaiwan Semiconductors – Manufacturer of more or less all the High-End Hardware in the world, located in Taiwan

Meta: Formerly Facebook, owner of Facebook, Whatsapp, Instagram, Messenger, Oculus and various other sideprojects. Another massive Data-Harvester/Seller

Broadcom:

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