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FAANG is kind of a weird classification: 4 web companies, 2 of which are primarily ad companies... and then Apple, a devices company with real low-level chops.

Why don't we put Apple in with somebody like: MAIA -- Microsoft, Apple, Intel, AMD. Maybe add NVIDIA, you have to work out a good acronym though.



> a good acronym

MANIA


Ah wow, that's better than the Lord of the Rings reference.


Intel and AMD are no longer dominant.


Well, it depends on how you want to define "dominant" (in which markets, by what metrics) and to be honest the ambiguous opener has not reeled me in.


Intel market cap is 120B. Apple, Microsoft, Google and Amazon are all worth more than a trillion.

TSMCs market cap is 4x Intel’s and produces far more processors and has a more advanced manufacturing process.




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