Here are 10 insane charts you can now build with it:
1. Alphabet - Google Cloud Operating Margin
$GOOGL
2.) ASML - Average Price per EUV System
ASML's lithography systems are notorious expensive. In fact, in 2023, the average EUV system cost just under $200 million.
$ASML
3. Meta - Family of Apps Operating Margin
Meta's Family of Apps business (Facebook, Instagram, WhatsApp, etc.) reached record profitability last quarter with 60% operating margins.
$META
4. Ferrari - Average Price per Car
In 2024, the average price of a Ferrari was north of $400k. Talk about pricing power.
$RACE
5. Costco - Enterprise Value per Warehouse
The average Costco warehouse is currently valued at $509 million!
$COST
6. Walmart - Sales per Square Foot
Last year Walmart averaged $650 of sales per square foot. That's up ~50% from a decade ago.
$WMT
7. Spotify - New Users Added per Quarter
Last quarter Spotify added 35 million new MAUs. The 2nd highest quarter in the company's history.
$SPOT
8. Tesla - Cars Produced per Day
This year, Tesla produced an estimated 4,859 cars every single day. In 2015, they were producing just 140 cars per day.
$TSLA
9. Snowflake - Annual Revenue per Customer
Not only is Snowflake growing its customer count, but the average revenue per customer has grown at 23.6% annually over the last 4 years.
$SNOW
10. Robinhood - Total Assets per Account
Although Robinhood's total users are still down from 2021 highs, the brokerage platform seems to be attracting higher quality users. Average Assets per MAU is ~4x higher than 5 years ago.
$HOOD
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Amphenol makes the small tech components that the world forgets about. Things like interconnect, sensor, & antenna solutions.
They serve customers in the automotive, aerospace, defense, and data center industries.
10yr Total Return: +1,046%
3. Caterpillar $CAT
Caterpillar is the worldβs leading manufacturer of heavy machinery. They sell, lease, and finance equipment through a network of independent dealers.
Here are 6 suppliers quietly powering the AI infrastructure boom:
1. Amphenol $APH
2. Arista Networks $ANET
Arista provides high-speed ethernet switches & routers that run their own operating system.
With data centers needing to handle immense traffic without congestion, Arista's high-density, low-latency switches are a must have.
3. Quanta Services $PWR
The power consumption of data centers is putting a strain on the existing electric grid.
As one of the largest builders of electric transmission & distribution lines, Quanta is one of the first calls a builder makes before laying out CapEx.