Category Archive

Tech Titans Year of Efficiency Edition

Tech Titans CAPEX Edition The big shocker: Meta’s guidance to continue to spend more than any company in the history of companies on an uncertain future in the form of CAPEX. CAPEX edition. What is Capex? Capital Expenditures are for investments meant to be used for an extended time greater than one year. Meta seems to think it should spend … Read More

Tech titans no longer traveling as a pack These companies known as MAAMA are not traveling as a pack. You need to take a look at who the Tech Titans truly are these days to understand that it’s not the products, the financial news, the general media, or the regulators who are dictating who the Tech Titans become. Most of these … Read More

Tech Titans 1Q2022 at the Precipice How are the Tech Titans competing for time and attention of people who work for the titans, and everyone else who just participates in the world they are shaping for us to live inside? The Tech Titans take stock of aggressive recent growth and prepare for what’s next.  https://youtu.be/5ggm8aE4nJg

Tech Titans 4Q2021 The Last Days of Tech Titans?     Last year was amazing if you were a Tech Titan.    Facebook bombed. Apple crushed it. Amazon confusing. They are no longer traveling as a market cap pack.  Negative number: Amazon free cash flow is going south. On purpose. Spending into the holiday supply chain. But what will happen … Read More

If You Blink You Might Miss the Tech Titans We’re still hearing a tale of two Facebooks  One in the media and Regulatory threats all doom and gloom. The other and financial performance with – big news – a big of flatness on the financial front. So look closely at what’s being recommended by the Whistleblower Frances Haugen who briefly … Read More

If You Blink You Might Miss the Tech Titans The first quarter since Bezos stepped down from his role to pursue a career in the space industry. How did Amazon do?  The tone was sheepish, apologetic, and short, almost hiding killer performance in services like advertising and AWS. Amazon is facing tough regulatory headwinds, including the FTC investigation into its … Read More

If You Blink You Might Miss the Tech Titans Not the first time in earnings history – un-ironic melding of fiction and Wall Street analyst narrative building.  Now Facebook did have the fastest quarterly revenue growth year over year in five years. Those are good numbers, they’re actually relative to the other tech Titans not a blowout, only surpassing analyst … Read More

If You Blink You Might Miss the Tech Titans First Tech Titan of the week did not disappoint. Alphabet blipped this time last year but blew through expectations in the second quarter. Antitrust on the horizon. Free protein structures. Advertising DOMINANCE.