Amazon is a company of two sides - A high tech, high margin side, comprising its AWS, Advertising and subscription services segments; and its more traditionally known low margin, high volume stores and third-party seller segments. These two sides form a cohesive whole.Read more

Nvidia’s next chapter depends on whether data centers keep racing to build more AI capacity—and whether Nvidia can stay the default choice for the chips and software that run it. The big question is what happens if rivals catch up, customers slow spending, or politics and power constraints make it harder to expand data centers.Read more

Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.Read more

Return of consumer sentiment off the back of recent lows, restores Kogan's revenue to what it was previously. Expanding product offerings, alongside increase membership revenue leads to eventually $1bil revenue.Read more

Rocket Lab aims to become a one-stop shop for getting satellites to space and building the hardware that runs there, betting that growing demand for satellites and space-based services keeps pulling in new customers. The big swing factor is whether its new Neutron rocket launches reliably and cheaply enough to fund growth without constant cash burn—while competing head‑to‑head with SpaceX and navigating politics around government contracts.Read more