Matchups by category

The curated matchups grouped by theme. Each category collects the head-to-head comparisons that belong together, from big tech to the oil majors, every one with an interactive chart and the story behind the numbers.

Big Tech

3 matchups

FAANG, the Magnificent 7, and the megacap tech names that drove a decade of market returns. Interactive charts and decade-long scoreboards.

FAANG since 2015, Magnificent 7 since 2020, Apple vs Microsoft vs Google since 2010

Semiconductors

1 matchup

The chipmakers that reshuffled the hardware hierarchy, from the AI winners to the cautionary tales. Interactive comparisons.

Nvidia vs AMD vs Intel since 2015

Autos and EVs

1 matchup

The electric-vehicle re-rating that redefined what a car company is worth, legacy automakers included. Interactive charts.

Tesla vs Ford vs GM since 2015

Market and Macro

3 matchups

Index against index, active against passive, and the big cross-asset comparisons: stocks, gold, bitcoin, and the broad market. Interactive charts.

Bitcoin vs S&P 500 vs Gold since 2015, Berkshire vs S&P 500 since 2000, QQQ vs SPY since 2020

Crypto

1 matchup

The largest crypto assets charted over the full cycle, drawdowns and recoveries included. Interactive comparisons.

Ethereum vs Bitcoin since 2020

Banks and Payments

2 matchups

The big banks and the payment networks that move the money, incumbents against fintech challengers. Interactive charts.

Big banks since 2010, Payments since 2015

Energy

1 matchup

The oil majors through one of the wildest commodity cycles on record, from negative oil prices to windfall years. Interactive charts.

Oil majors since 2015

Retail

1 matchup

The big-box retailers that were supposed to lose to e-commerce, ranked by who actually did. Interactive comparisons.

Retail giants since 2010

Media and Streaming

1 matchup

The streaming transition that rebuilt the entertainment business, disruptor against legacy giants. Interactive charts.

Streaming wars since 2015

Defense

1 matchup

The aerospace and defense primes, and why a defense label did not protect every stock in the group. Interactive charts.

Defense stocks since 2015

Pharma

1 matchup

The pandemic-era pharma trade and the round trips that followed a blockbuster product. Interactive comparisons.

Pandemic pharma since 2020

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Not financial advice. Past performance does not guarantee future results.