R Wang

Margin Compression Is Pernicious, Disruptive, and Exponential In Impact Technologies for the enterprise have often been seen as enablers for disruption and change. Over the past five decades as one technology or vendor would come to prominence and dominate a market, challengers would apply new technologies or business models to topple the legacy market and create new markets. Silicon Valley built its credibility on these disruptive market entrants. This cycle would continue to repeat itself until the next challenger became the market leader and struggle to hold on to its lead while meeting the demands of investors and the market.

Expect Software Giants Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap. With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth. Digital giants by definition have deployed five key strategies:

Today's Startups Are Designed To Be Monopolies On Day One From day one, startups are designed to dominate markets, overthrow existing Fortune 500's, and emerge as a monopoly. Sector after sector has become a winner-takes-all — or two-winners-take-all — bloodbath:

Coinbase Debut Legitimizes Cryptocurrency Trading Coinbase is the NASDAQ of Cryptocurrencies. They generate 96% of revenue from transaction fees and earned more in Q1 than all of 2020. The digital giant debuted as a profitable company on April 14th, 2021. At the time of direct listing, Coinbase shares opened at $381 and almost broke $429.54 throughout a volatile trading day.

Elon Musk's Tacit Endorsement Puts Clubhouse On The World Stage At about 10:00 pm pacific time tonight, the world will experience a turning point in social media. The text heavy, image heavy social media platforms will be put on alert by an audio only competitor that was released early in February 2020.