Wall Street’s clubs are as exclusive as a man in a tuxedo at a nudist colony. The Dividend Kings? That’s 56 companies with payouts stretching 50 years. The 100-year dividend streak? A mere two dozen. But the rarest of all? The trillion-dollar club. Eleven companies, including seven of the Magnificent Seven, Broadcom, TSMC, Berkshire, and Saudi Aramco. So it goes.
Last week, Alphabet (GOOGL, GOOG) became the fourth $3 trillion company, joining Nvidia, Apple, and Microsoft. Its search engine, with 90% of the internet in its web, and a judge’s nod to keep Chrome intact, gave it a nudge. Cheaper than its peers? Maybe. But let’s not pretend this is a victory parade. It’s more of a funeral for old money.
Not Palantir. Not Oracle.
Palantir (PLTR) and Oracle (ORCL) are the darlings of the AI age. Palantir’s Gotham and Foundry? No competition. Oracle’s cloud ambitions? A $144 billion forecast by 2030. But here’s the rub: Palantir’s P/S ratio is 125. That’s like buying a house for $125 million and calling it a down payment. Oracle’s quarterly misses? A trust deficit. So it goes.
Amazon: The Outlier
Amazon (AMZN) is the fifth-largest company, but it’s $540 billion behind the big four. You know it for selling things online. But the real money’s in AWS, subscriptions, and ads. AWS? That’s 32% of the global cloud market. A 20% growth rate? Generative AI tools? Amazon’s bread and butter isn’t e-commerce-it’s the invisible engines humming in the background. So it goes.
AWS is the 800-pound gorilla in the room. It’s 18.6% of Amazon’s sales but 58% of its profit. Even if an AI bubble bursts (and it will), AWS won’t flinch. Meanwhile, Prime subscriptions and NFL deals? Amazon’s pricing power is a quiet revolution. Cash flow per share? Projected to double by 2027. At 20X cash flow, $5 trillion isn’t a fantasy. It’s a math problem. So it goes.
History repeats, but never the same way twice. Alphabet’s $3 trillion? A footnote. Amazon’s $5 trillion? A inevitability. Unless, of course, the universe decides to chuck us all into a black hole. But that’s tomorrow’s story. 🚀
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2025-09-22 10:19