Скачать или смотреть The "Red Bar" Test: Why Intel Failed & Broadcom Won

We analyzed the FY 2024 "Silicon Ecosystem" chart to uncover the truth about tech valuations. The data proves that not all billion-dollar companies are created equal. By distinguishing between "Box Movers" (Hardware) and "Bit Movers" (Strategic Software/AI), we reveal why companies with identical revenue totals trade at vastly different stock prices.
In this episode, we cover:
• The Hardware Illusion (Apple vs. Dell): Dell looks massive with 102B∗∗inrevenue,butonly∗∗24B is strategic. Meanwhile, Apple's Services division alone ($96B) is bigger than Intel, Broadcom, and Uber combined.
• The Chip War (Intel vs. Broadcom): On the surface, they are twins (63B−64B revenue). But the "Red Bar" test reveals the truth: Broadcom generates 37B∗∗fromAI/Semiconductors,whileIntelonlygenerates∗∗9B.
• Revenue Purity (The Money Printers): Why Salesforce (38B)∗∗and∗∗Adobe(22B) represent the "Gold Standard" of business models with zero "grey bar" hardware dragging them down.
Key Data Points:
• Apple: $391B Total / $96B Strategic
• Dell: $102B Total / $24B Strategic
• Broadcom: $64B Total / $37B AI & Semi
• Intel: $63B Total / $9B AI & Semi
Timestamps: 0:00 - Intro: The Quality Trap 1:10 - Apple vs. Dell: The "Empty Calorie" Revenue 3:00 - The Red Bar Test: Why Intel Crashed vs. Broadcom 4:45 - Software Purity: Salesforce & Adobe 6:00 - Conclusion: The 3 Tribes of Tech 6:45 - Teaser: The Healthcare Wars (Next Episode)
Sources: Data derived from "The Silicon Ecosystem: Total vs. Strategic Revenue (FY 2024)" chart and analysis.
#TechStocks #Intel #Broadcom #Apple #SaaS #Investing #StockMarketAnalysis #SiliconValley #Dell