Peaked at #6 Off the board
Phong Le on Industry Concentration
Phong Le lists Nvidia's ~80% AI datacenter chip revenue, Micron's ~20% DRAM share, Strategy holding ~4% of Bitcoin, saying we're still early.
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NVIDIA is ~80% of global AI data center chip revenue,
Micron ~20% of DRAM,
Alphabet ~50% of search advertising,
Microsoft ~50% of productivity software,
Apple ~50% of smartphones,
Amazon ~30% of cloud infrastructure.
Strategy owns ~4% of all Bitcoin ever.
We’re still early.Quoting @Strategy: Our Q3 digital asset gain would rank #7 among the latest quarterly operating income of S&P 500 companies. $BTC https://t.co/Mz7lR2WBSw
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From @TheGovtHatesU, @BTC_broo, @zaidlikesmstr and others. Spam removed, with English and Chinese translations.
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