Episode Details

Big tech’s next trillion-dollar trio is rising: Microsoft, Amazon, and TSMC are poised to join Nvidia, Apple, and Alphabet as four-trillion-dollar giants by 2028. Microsoft’s rebound after a slump, fueled by a strong earnings report and a potential multiple jump to the low 30s, could see it hit the mark this year. Amazon, trading at a discount with a 21x forward P/E, may surge past $4T by 2027 as it reverts to its typical 30x valuation. TSMC, with solid 43% revenue growth this year and 34% next, is on track to reach $4T before 2028 thanks to stable margins and undervalued pricing. All three stand to benefit from AI momentum and dominant market positions — watch them closely.

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