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.
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Our Q3 digital asset gain would rank #7# among the latest quarterly operating income of S&P 500 companies. $BTC
