Pepe Invests(@pepemoonboy):The market has changed. In my eyes the biggest advantage a company can have right now is already being where the customer is. I am focusing on companies with a distribution moat. These are the ones on my watchlist: 1. $META – 3B+ daily users across Facebook, Instagram, WhatsApp, Messenger. Any AI it ships is in front of half the planet on day one. 2. $GOOGL – Search, Android, Chrome, YouTube, Gmail, Maps. Owns more default surfaces than anyone. 3. $AAPL – 2B+ active devices and the App Store gate. Whoever wins the phone wins the on-device AI entry point. 4. $MSFT – Windows, Office, Teams, LinkedIn, GitHub. The only company with default distribution into every enterprise desk. 5. $AMZN – Prime, Alexa, the marketplace, plus AWS as developer distribution. Owns both the consumer and the builder. 6. $TCEHY – WeChat is a billion+ user super app. China's AI will run through it. 7. $CRM – Salesforce sits in front of nearly every enterprise sales team. AI agents get sold into seats already deployed. 8. $INTU – QuickBooks and TurboTax touch tens of millions of small businesses and taxpayers. AI bookkeeping and filing land on an installed base. 9.$UBER – 150M+ monthly users and a physical world network. AI dispatch and autonomy plug into demand that already exists. 10.$SPOT – 700M+ users on an audio surface. AI DJ and recommendations run on top of listening habits already formed.

2026.09.20 21:18

The market has changed. In my eyes the biggest advantage a company can have right now is already being where the customer is. I am focusing on companies with a distribution moat. These are the ones on my watchlist: 1. $META – 3B+ daily users across Facebook, Instagram, WhatsApp, Messenger. Any AI it ships is in front of half the planet on day one. 2. $GOOGL – Search, Android, Chrome, YouTube, Gmail, Maps. Owns more default surfaces than anyone. 3. $AAPL – 2B+ active devices and the App Store gate. Whoever wins the phone wins the on-device AI entry point. 4. $MSFT – Windows, Office, Teams, LinkedIn, GitHub. The only company with default distribution into every enterprise desk. 5. $AMZN – Prime, Alexa, the marketplace, plus AWS as developer distribution. Owns both the consumer and the builder. 6. $TCEHY – WeChat is a billion+ user super app. China's AI will run through it. 7. $CRM – Salesforce sits in front of nearly every enterprise sales team. AI agents get sold into seats already deployed. 8. $INTU – QuickBooks and TurboTax touch tens of millions of small businesses and taxpayers. AI bookkeeping and filing land on an installed base. 9.$UBER – 150M+ monthly users and a physical world network. AI dispatch and autonomy plug into demand that already exists. 10.$SPOT – 700M+ users on an audio surface. AI DJ and recommendations run on top of listening habits already formed.