My 2033 Take on Who the Largest 3 Companies in the World
My 2033 take on who the largest 3 companies in the world will be:
1.
$NVIDIA(NVDA)$: Absurd growth still for a +$5T company.
- FY28 revenue will be ~$680B
- FY30 revenue I forecast to be ~$1.2T
- $10T MC seems pretty reasonable based on that.
2.
- AWS should be generating ~$1T in revs by 2035.
- Include everything else (e-comm, digital ads, subscriptions, stakes etc)
- $6-8T MC for $Amazon.com(AMZN)$ is feasible
3.
- FY26 already ~$86B. Metabolic franchise can be $150B+ by early 2030s
- GLP-1 cash funds the real product: biological AI, next-gen peptides, and the labs/compute behind them.
- $5–7T MC if the market prices LLY as infrastructure for biology, not just a drug company.
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