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戦略・優先順位・意思決定向け思考フレームワーク 100 種超。月・水・金に新作解説公開。SWOTPal も開発進行中。

[Framework 公式 @frameworklists]

SpaceX's S-1 ended the speculation.

2025: $18.7B revenue but a $4.9B NET LOSS — not the leaked "$8B profit." Starlink is the engine: $11.4B rev, $4.4B op profit.

IPO June 12, Nasdaq (SPCX), $1.75T.

SpaceX SWOT: https://t.co/nXOUrf714X

#SWOTAnalysis #SpaceX #IPO

[Framework 公式 @frameworklists]

"Diversification is risky" is useless advice.

Run Nvidia's Computex 2026 lineup through the Ansoff Matrix: RTX Spark + the GR00T robot land in the highest-risk quadrant — new product, new market — while the cash engine stays in penetration.

https://t.co/grLhhDXhRP

#Ansoff

[Framework 公式 @frameworklists]

Marvell is now an AI-infrastructure pure-play.

Q1 FY27: record $2.42B rev (+28%), data center ~76% of sales. Custom XPU silicon went $0→$1.5B run-rate in a year; 18 wins at Amazon/Google/Microsoft.

Marvell SWOT: https://t.co/n4UDW2E2TE

#SWOTAnalysis #Marvell #Semiconductors

[Framework 公式 @frameworklists]

RICE vs WSJF isn't a rigor contest. They optimize for different cost structures.

One question decides it: does a typical backlog item lose value if you ship it late?

No → RICE. Yes → WSJF.

Full breakdown + The Cost-of-Delay Test: https://t.co/Dswn9ZSaZT

#ProductManagement

[Framework 公式 @frameworklists]

Everyone read Nvidia's Computex keynote as 3 product launches.

The Ansoff Matrix reads it as 1 portfolio decision — and RTX Spark, a consumer PC CPU, lands in Diversification: the riskiest quadrant.

https://t.co/WuVora5Cvu

#Nvidia #Strategy #RTXSpark

[Framework 公式 @frameworklists]

Everyone calls PESTEL and Porter's Five Forces "external analysis." That's why students confuse them.

https://t.co/mIdrX7d3K6

#PESTEL #Strategy #PortersFiveForces

[Framework 公式 @frameworklists]

The McKinsey 7S Framework's most useful feature isn't the seven S's. It's the split.

3 Hard elements (Strategy, Structure, Systems) realign in 6-18 months.

https://t.co/dHWW747HIt

#McKinsey7S #Strategy #Leadership

[Framework 公式 @frameworklists]

ARM just printed record Q4 FY26 ($1.49B / +20%). Then NVIDIA disclosed $20B Vera CPU revenue for FY27 — every unit pays Arm an Armv9 royalty (~2x v8 rate).
Data center royalties more than DOUBLED YoY.
Full ARM SWOT: https://t.co/T0ITHUEf0f
#SWOTAnalysis #ARM #AI #Semiconductors

[Framework 公式 @frameworklists]

MongoDB reports Q1 FY27 May 28 (Wed, after close). Guide $659-$664M (+20-21% YoY), Atlas ~26%.

2 weeks before the print: launched Voyage 4 + Automated Embedding Public Preview on Atlas Vector Search.

Full MDB SWOT: https://t.co/YKs0lfJO5Q

#SWOTAnalysis #MongoDB #AI #Database

[Framework 公式 @frameworklists]

Amazon PESTEL, May 2026: five of six macro forces are pushing the wrong way for Amazon at once.

Only Technological (Trainium, Rufus, robotics, Kuiper) is unambiguously helping.

Full breakdown: https://t.co/CUVQUlgdha

#PESTEL #Amazon #AWS #Strategy

[Framework 公式 @frameworklists]

Costco reports Q3 FY26 earnings May 28 (after close).

The wild card no one is pricing: $500M–$2B in potential tariff refunds. Even partial recognition would push EPS materially above the $4.90–$4.96 consensus.

Full Costco SWOT: https://t.co/Rz5j4IPGpI

#SWOTAnalysis #Costco

[Framework 公式 @frameworklists]

We built SwotPal because too many people were reinventing the SWOT.
Today we're shipping the bigger one: Framework.
100+ thinking tools — RICE, OKRs, Eisenhower, Premortem, BHAG — now with an AI partner drafting beside you.
Free forever → https://t.co/GYfRMHDpIt

[Framework 公式 @frameworklists]

Lowe's Q4 FY25 comp +1.3% beat Home Depot's +0.4% by 0.9pp — first time in years.

Pro mix now 40% of revenue (was 22% in 2023). $8.8B FBM acquisition just closed.

May 20 Q1 earnings test: is the Pro pivot real?

Full SWOT: https://t.co/F1u7pArMMo

#SWOTAnalysis #Lowes $LOW

[Framework 公式 @frameworklists]

https://t.co/Pf9tdv3Phm reports Q1 May 12 BMO.

The hidden compounder: JD Logistics +18.8% to RMB 217B with LangzuTech automated warehouses now in 7 countries.

Full https://t.co/Pf9tdv3Phm SWOT analysis: https://t.co/KA9TAjqoQU

#SWOTAnalysis #JDcom #BusinessStrategy

[Framework 公式 @frameworklists]

https://t.co/Pf9tdv3Phm reports Q1 May 12 BMO. Consensus $45.15B revenue (+9.8%) but EPS -51% YoY on the $1.4B Meituan food-delivery war.

Full https://t.co/Pf9tdv3Phm SWOT analysis: https://t.co/KA9TAjqoQU

#SWOTAnalysis #JDcom #BusinessStrategy

[Framework 公式 @frameworklists]

AMAT reports Q2 May 14 AMC.

The under-priced catalyst: $5B EPIC Center opens spring 2026 with Samsung/SK Hynix/Micron/Advantest as anchors — largest US semi equipment R&D investment ever.
Full Applied Materials SWOT: https://t.co/IebfgnJuRP
#SWOTAnalysis #AMAT #Semiconductors

[Framework 公式 @frameworklists]

AMAT reports Q2 May 14 AMC. 4 straight beats heading in; $7.65B revenue guide / $2.66 EPS consensus.

Full Applied Materials SWOT: https://t.co/IebfgnJuRP

#SWOTAnalysis #AMAT #Semiconductors

[Framework 公式 @frameworklists]

AMD reports Q1 earnings tonight (May 5 after close).

Lisa Su said in Q4 AMD won't be supply-limited. Tonight's print decides if that quote ages well.

Full $AMD SWOT: https://t.co/U3BMIuRHuF

#SWOTAnalysis #AMD #BusinessStrategy

[Framework 公式 @frameworklists]

AMD reports Q1 earnings tonight (May 5 after close).

The contested data point isn't revenue ($9.9B guide, +32% YoY consensus). It's gross margin: ~54% vs NVIDIA's ~70%.

Full $AMD SWOT: https://t.co/U3BMIuRHuF

#SWOTAnalysis #AMD #BusinessStrategy

[Framework 公式 @frameworklists]

Palantir SWOT: $300M USDA + $32B FAA Wins 🏛️ #SWOTPal #PLTR #defensetech