“DoorDash is winning US delivery market share and grocery is the next frontier”
“Trade Desk is the independent ad tech platform that benefits as cookies die and CTV grows”
“Chinese tech is trading at 10x earnings vs US tech at 30x, the gap closes eventually”
“Nvidia GPU monopoly in AI training is untouchable, AMD can't catch up”
“Rigetti's superconducting approach scales better, IONQ is overhyped on trapped ions”
“Crocs somehow became cool again and the margins on foam shoes are absolutely disgusting”
“Walmart's grocery dominance and Walmart+ are crushing Target's vibes”
“Spotify finally figured out profitability and podcasts, the audio moat is real”