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Stratechery — sniff.trade

Stratechery

Tech's business, strategy, and impact dissected

6 episodes · 11 trades · 3 speakers

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TRACKED TRADES

@Stratechery

3w

2026.28: XBOX On the Rocks

IDEAS · 3

METALONGMeta's massive AI investments are central to its future and will prove investors who doubted the company wrong.$565.28-17.34%›MSF

MSFTSHORTMicrosoft's Xbox division is cutting 20% of its staff as its last great hope, Game Pass, proves to be an abject failure.$472.36-19.80%›TOT

TOTOYLONGToto is a hidden AI winner because the Japanese toilet manufacturer also plays a critical role in the AI supply chain.MYR 1.36+2.09%›

@Stratechery

3w

A Script for Mark Zuckerberg

IDEAS · 1

METALONGMeta is on the verge of a massive step-change in growth as AI makes every pixel monetizable and dramatically expands ad inventory.$565.28-3.89%›

@Stratechery

1mo

An Interview with Figma CEO Dylan Field About Design and AI

IDEAS · 1

FIGMALONGFigma is a structural AI winner as its collaborative data liquidity creates a self-reinforcing context flywheel that expands its TAM.$24.17+43.33%›

@Stratechery

1mo

The iPhone's Last Stand

IDEAS · 1

AAPLLONGApple iPhone-centric approach to consumer AI is durable: the device owns the personal, cross-app context that cloud-first agents cannot replicate, so Apple wins consumer AI even while behind on raw agent capability.$301.95+0.88%›

@Stratechery

1mo

The Google Capital Company

IDEAS · 1

GOOGLLONGGoogle is pivoting from a high-margin advertising business into a capital company that dominates AI compute supply; its infrastructure monetization will eventually exceed Google Services ad profits.$356.62-4.61%›

@Stratechery

2mo

Amazon's Durability

IDEAS · 4

MSFTSHORTMicrosoft's software core forces it to deprioritize cloud customers for its own AI workloads$472.36-14.91%›AMZ

AMZNLONGAmazon is structurally advantaged for the inference era of AI, where the market is now shifting$268.06-2.55%›FDX

FDXSHORTAmazon's new supply chain service threatens incumbent shippers FedEx and UPS$300.91-2.23%›UPS

UPSSHORTAmazon's new supply chain service threatens incumbent shippers FedEx and UPS$103.33-7.61%›