15 Stocks That Made Investors the Most Money Over the Past 10 Years

kept by eddie may 06

Over the past 10 years, 15 stocks created $27 trillion in shareholder wealth, led by tech companies with wide economic moats and strong growth.

DSHR's Blog: Mind The GAAP Again
Hyperscalers and pure-play AI companies face a severe accounting mismatch between straight-line depreciation of GPUs and their rapidly declining value, potentially hiding hundreds of billions in future charges.
also on Alphabet, Meta, Microsoft, Nvidia, #business-strategy
Apple vs. the AI Hype Cycle - Eric Lamb
Apple's durable hardware ecosystem makes it resilient to an AI market correction, unlike peers priced on AI optimism.
also on Alphabet, Meta, Nvidia, Apple, #business-strategy
GPU depreciation could be the next big crisis coming for AI hyperscalers — after spending billions on buildouts, next-gen upgrades may amplify cashflow quirks
Rapid GPU upgrade cycles threaten to make hyperscalers' hardware unprofitable, creating a financial crisis from accelerated depreciation and risky loans.
also on Amazon, Meta, Microsoft, Nvidia, #business-strategy
Things I Think I Think... The New Internet Era
Drawing on dot-com history, predicts AI-focused companies like OpenAI and Anthropic will collapse while incumbents like Apple, Microsoft, and Meta survive by treating AI as a means, not an end.
also on Meta, Microsoft, Nvidia, Apple, #technology, #business-strategy
How H-1B visa changes are fueling tech hiring in India - Rest of World
U.S. tech giants are sharply increasing hiring in India due to H-1B visa restrictions, with AI and deep tech roles dominating new openings.
also on Amazon, Meta, Microsoft, Apple, #business-strategy