Global Community

1. The Foundry King: The Core of Modern Tech TSMC invented the dedicated foundry model in 1987 and today commands ~50% global market share, manufacturing chips for clients like Apple, Nvidia, AMD, Qualcomm, and others.

1. Business Moat & Market Dominance Microsoft isn’t just “Windows and Word” anymore.

1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.

1. Social Media Monopoly Meta controls the two biggest social media platforms on Earth — and the third is owned by Meta too.

1. Dual-Engine Growth: AI Semiconductors + Software Broadcom is no longer just a chipmaker; it’s a full-stack AI and infrastructure provider , blending hardware and software seamlessly.

Cadbury Nigeria Plc has delivered a compelling turnaround in its H1 2025 performance, shifting from a loss position in 2024 to significant profitability, supported by sharp revenue growth, improved cost efficiency, and stronger operating leverage. While the earnings rebound is impressive, balance sheet concerns, especially around borrowings and cash erosion, suggest a need for cautious optimism.

Japaul Gold & Ventures Plc has delivered a steady half-year performance in 2025, sustaining profitability and maintaining a positive net asset position despite a modest revenue base. With growing administrative costs and limited diversification of income streams, the company demonstrates resilience but also reveals areas that require strategic reinforcement.

C&I Leasing Plc H1/Q2 Result – Leveraging Operating Efficiency Amidst Capital Constraints C&I Leasing Plc demonstrates a solid operational performance trajectory, underpinned by strong leasing income growth and sustained profitability. The company has effectively managed to scale gross earnings by 12.5% YoY to ₦20.47 billion in H1 2025 (vs.

Legend Internet Plc – Profitability Amid Growth Investments. Legend Internet Plc has demonstrated stable top-line growth and expanding market presence in Nigeria’s digital broadband space.