source avatarTusharK

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AI chip leader $NVDA at $5.50T just passed $AAPL at $4.59T, with $GOOGL $4.13T and $MSFT $3.73T right behind, so top 4 are all US mega-cap AI platforms. Cloud + commerce giants $AMZN $2.75T and $AVGO $1.75T and $META $1.45T round out US dominance, while fab backbone is $TSM $2.21T in Taiwan, $005930.KS Samsung $1.26T and $000660.KS SK Hynix $889B in Korea, and $MU $1.05T plus $AMD $769B in US memory/compute. Private SpaceX valued ∼$1.85T would slot at 7, above Saudi Aramco $2222.SR $1.68T which is the only energy name in top 10. Old economy still holds weight with $BRK.B $1.08T, $JPM $942B, $WMT $818B, $V $711B and pharma $LLY $1.05T, but they are now dwarfed by AI. Even $TSLA $1.40T is bigger than entire Berkshire. Let these companies prosper and US $40T debt becomes smaller relative to growth. $7T+ in market cap was added in last year just from AI capex cycle.

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