Models

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AMZN
Amazon
$1.21tn
base-case revenue, 2030 · 11.4% CAGR
Bear $1.12tn Bull $1.32tn
v2026.Q2 View scenarios →
MSFT
Microsoft
$565B
base-case revenue, 2030 · 14.4% CAGR
Bear $545B Bull $585B
v2026.Q2 View scenarios →
GOOGL
Alphabet
$801B
base-case revenue, 2030 · 15.2% CAGR
Bear $766B Bull $837B
v2026.Q2 View scenarios →
ORCL
Oracle
$230B
base-case revenue, 2030 · 40.4% CAGR
Bear $210B Bull $252B
v2026.Q2 View scenarios →
META
Meta Platforms
$406B
base-case revenue, 2030 · 15.1% CAGR
Bear $348B Bull $473B
v2026.Q2 View scenarios →
ASML
ASML
€103B
base-case revenue, 2030 · 25.9% CAGR
Bear €85B Bull €124B
v2026.Q2 View scenarios →
TSM
TSMC
$338B
base-case revenue, 2030 · 23.0% CAGR
Bear $278B Bull $409B
v2026.Q2 View scenarios →
AMD
AMD
$132B
base-case revenue, 2030 · 31.7% CAGR
Bear $88B Bull $191B
v2026.Q2 View scenarios →
NVDA
Nvidia
$700B
base-case revenue, 2030 · 26.6% CAGR
Bear $357B Bull $1.27tn
v2026.Q2 View scenarios →
DELL
Dell
$266B
base-case revenue, 2030 · 19.4% CAGR
Bear $220B Bull $320B
v2026.Q2 View scenarios →
ABNB
Airbnb
$20B
base-case revenue, 2030 · 10.2% CAGR
Bear $19B Bull $21B
v2026.Q2 View scenarios →
ADBE
Adobe
$39B
base-case revenue, 2030 · 10.2% CAGR
Base case only
v2026.Q2 View scenarios →
AAPL
Apple
$649B
base-case revenue, 2030 · 8.5% CAGR
Base case only
v2026.Q2 View scenarios →
AMAT
Applied Materials
$45B
base-case revenue, 2030 · 9.6% CAGR
Base case only
v2026.Q2 View scenarios →
ARM
Arm
$13B
base-case revenue, 2030 · 21.6% CAGR
Base case only
v2026.Q2 View scenarios →
BKNG
Booking Holdings
$40B
base-case revenue, 2030 · 8.3% CAGR
Base case only
v2026.Q2 View scenarios →
AVGO
Broadcom
$265B
base-case revenue, 2030 · 32.9% CAGR
Base case only
v2026.Q2 View scenarios →
CDNS
Cadence
$10B
base-case revenue, 2030 · 13.0% CAGR
Base case only
v2026.Q2 View scenarios →
CSCO
Cisco
$79B
base-case revenue, 2028 · 11.9% CAGR
Base case only
v2026.Q2 View scenarios →
NET
Cloudflare
$6B
base-case revenue, 2028 · 36.4% CAGR
Base case only
v2026.Q2 View scenarios →
CRWD
CrowdStrike
$15B
base-case revenue, 2030 · 25.0% CAGR
Base case only
v2026.Q2 View scenarios →
DDOG
Datadog
$7B
base-case revenue, 2028 · 28.8% CAGR
Base case only
v2026.Q2 View scenarios →
FIG
Figma
$2B
base-case revenue, 2028 · 23.4% CAGR
Base case only
v2026.Q2 View scenarios →
GEV
GE Vernova
$65B
base-case revenue, 2029 · 13.6% CAGR
Base case only
v2026.Q2 View scenarios →
HUBS
HubSpot
$8B
base-case revenue, 2030 · 19.5% CAGR
Base case only
v2026.Q2 View scenarios →
INTC
Intel
$64B
base-case revenue, 2030 · 3.8% CAGR
Base case only
v2026.Q2 View scenarios →
INTU
Intuit
$25B
base-case revenue, 2029 · 7.6% CAGR
Base case only
v2026.Q2 View scenarios →
KLAC
KLA Corporation
$20B
base-case revenue, 2028 · 17.5% CAGR
Base case only
v2026.Q2 View scenarios →
LRCX
Lam Research
$37B
base-case revenue, 2028 · 26.5% CAGR
Base case only
v2026.Q2 View scenarios →
MRVL
Marvell Technology
$24B
base-case revenue, 2030 · 23.5% CAGR
Base case only
v2026.Q2 View scenarios →
MELI
MercadoLibre
$79B
base-case revenue, 2030 · 22.4% CAGR
Base case only
v2026.Q2 View scenarios →
MU
Micron Technology
$101B
base-case revenue, 2029 · 32.6% CAGR
Base case only
v2026.Q2 View scenarios →
MDB
MongoDB
$5B
base-case revenue, 2028 · 22.7% CAGR
Base case only
v2026.Q2 View scenarios →
NFLX
Netflix
$67B
base-case revenue, 2030 · 8.2% CAGR
Base case only
v2026.Q2 View scenarios →
PANW
Palo Alto Networks
$15B
base-case revenue, 2028 · 15.0% CAGR
Base case only
v2026.Q2 View scenarios →
QCOM
Qualcomm
$61B
base-case revenue, 2029 · 8.2% CAGR
Base case only
v2026.Q2 View scenarios →
ROKU
Roku
$9B
base-case revenue, 2030 · 14.9% CAGR
Base case only
v2026.Q2 View scenarios →
CRM
Salesforce
$69B
base-case revenue, 2030 · 10.8% CAGR
Base case only
v2026.Q2 View scenarios →
SAP
SAP
$65B
base-case revenue, 2030 · 11.8% CAGR
Base case only
v2026.Q2 View scenarios →
NOW
ServiceNow
$30B
base-case revenue, 2030 · 17.7% CAGR
Base case only
v2026.Q2 View scenarios →
SHOP
Shopify
$25B
base-case revenue, 2028 · 29.7% CAGR
Base case only
v2026.Q2 View scenarios →
SNOW
Snowflake
$12B
base-case revenue, 2030 · 21.6% CAGR
Base case only
v2026.Q2 View scenarios →
SNPS
Synopsys
$13B
base-case revenue, 2028 · 21.5% CAGR
Base case only
v2026.Q2 View scenarios →
TXN
Texas Instruments
$29B
base-case revenue, 2029 · 13.5% CAGR
Base case only
v2026.Q2 View scenarios →
TTD
Trade Desk
$5B
base-case revenue, 2030 · 12.1% CAGR
Base case only
v2026.Q2 View scenarios →
UBER
Uber
$100B
base-case revenue, 2030 · 14.1% CAGR
Base case only
v2026.Q2 View scenarios →
VRT
Vertiv
$20B
base-case revenue, 2030 · 15.0% CAGR
Base case only
v2026.Q2 View scenarios →
WMT
Walmart
$914B
base-case revenue, 2030 · 5.1% CAGR
Base case only
v2026.Q2 View scenarios →
WDAY
Workday
$17B
base-case revenue, 2030 · 12.5% CAGR
Base case only
v2026.Q2 View scenarios →
ZETA
Zeta Global
$4B
base-case revenue, 2030 · 22.2% CAGR
Base case only
v2026.Q2 View scenarios →