Lovable
25%
Viking Thera...
57%
Zoom Video C...
9.3%
Ubisoft
42%
Snapchat
13.2%
Nebius Group
26%
GitLab
43%
BP
30%
Pizza Hut
48%
Anthropic
15%
OpenAI
11.2%
Perplexity A...
32%
1 (25 bps)
25%
0 (0 bps)
17.3%
12+ (300+ bp...
2.4%
11 (275 bps)
0.4%
10 (250 bps)
0.6%
9 (225 bps)
0.7%
8 (200 bps)
0.7%
7 (175 bps)
1.2%
6 (150 bps)
1.9%
5 (125 bps)
5%
4 (100 bps)
8%
3 (75 bps)
13%
NVIDIA
96%
Saudi Aramco
0.3%
Alphabet
1.5%
Microsoft
0.2%
Tesla
0.2%
Apple
3.2%
Amazon
0.2%
Anduril
28%
Brex
8.6%
Anysphere (C...
13%
Mistral AI
11%
Anthropic
34%
Databricks
31%
Fannie Mae
17%
Waymo
17%
Anduril Indu...
85%
ByteDance
10%
Epic Games
48%
SHEIN
42%
2%
chance
NVIDIA
81%
Saudi Aramco
0.4%
Alphabet
7.6%
Microsoft
0.6%
Amazon
0.3%
Tesla
0.7%
Apple
12.3%
March 31, 20...
1.9%
December 31,...
18.3%
90%
12.6%
85%
25%
$1.4T
39%
$1.6T
30%
$1.2T
43%
$1T
44%
$800B
63%
Tesla
0.2%
Microsoft
0.6%
Alphabet
21%
Saudi Aramco
0.2%
NVIDIA
1.5%
Amazon
0.2%
Apple
78%
June 30, 202...
3.3%
December 31,...
42%
72%
chance
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