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Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
Amazon revenue has increased from just under $90B in 2014 to $638B in calendar 2024.
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Ben Buchanan
2
Secular Opportunity Index is LIVE
Starting balance $10,000 on 4.8.2025
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Ben Buchanan
Index #2: Opportunistic Secular Tailwinds
My first index with a portfolio designed to beat the QQQ is live.
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Ben Buchanan
4
Perspective on tariffs + reviewing construction basket
Long term construction costs should start falling…
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Ben Buchanan
QQQ Killer Index Day 1 Starting Allocation
Note starting allocation also has a QQQ position - this is b/c I accidentally transferred $10k twice, once by ACH (which I meant to reverse) and once by…
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Ben Buchanan
01Core Indexes: Modified QQQ
I’ve had a lot of requests for additional information on the modified QQQ and the modified S&P 500 indexes.
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Ben Buchanan
A deep dive on Google
It is quite in vogue these days to predict the death of Google.
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Ben Buchanan
13

March 2025

How AI might destroy apple
Ben Thompson recently interviewed Sam Altman
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Ben Buchanan
2
The difference time makes; Tech bro cognitive dissonance
The difference time makes
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Ben Buchanan
What will happen when "Intelligence" is no longer a limiting resource? Does it end cyclicality for chips and energy? Why compute demand…
I’ve been noticing how similar I am to an LLM lately.
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Ben Buchanan
2
Driverless car costs have gotten low enough that we can expect exponential growth from here on out
Driverless Cars are about to start scaling…bigly
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Ben Buchanan
7
Homebuilders/construction cos+ semiconductor capital equipment companies - the good kind of cyclical
Cyclicality comes in different flavors.
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Ben Buchanan
4
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