<div id="readability-page-1"><div><div>The tech leaderboard of 2030 could look radically different, not just because of who rises but also because of who fades.A post on X by Koyfin reveals that Coatue’s recent projections for the next wave of trillion-dollar companies suggest a shift in how value is being created across industries.Notably absent from the top 40 are Alphabet Inc. GOOG GOOGL and Apple Inc. AAPL.The exclusion isn’t arbitrary.Also Read: Google Offers To Boost Rivals In Search Results To Avoid EU Antitrust Fine Under Digital Markets Act: ReportBoth companies face structural challenges that could curb future growth. Alphabet, for instance, is increasingly under pressure as generative AI threatens its core search and ad businesses — the very engines that built its empire.CNBC reports that Alphabet may face headwinds due to the rising costs of materials essential for building and maintaining the technical infrastructure—like data centers—needed to support its AI ambitions. Additionally, it could feel indirect pressure from a slowdown in advertising spend, as companies tighten budgets, the report adds.Competitors like OpenAI are already redefining how users interact with information.Apple, while still wildly profitable, hasn’t demonstrated category-defining innovation post-iPhone.Hardware saturation and China-related supply chain risks continue to weigh on investor confidence.Also Read: As Apple Faces Pressure After Trump Told Tim Cook To Avoid Manufacturing In India, Expert Warns iPhone Maker’s ‘Value-Added Growth Is In Danger’Meanwhile, rising stars like NVIDIA Corporation NVDA, Tesla, Inc. TSLA, OpenAI, and SpaceX are being valued not just for current profits but for owning the infrastructure of the future — AI, energy, automation, and space.Bitcoin’s BTC/USD placement among the top three underscores another trend: institutional acceptance of crypto as a legitimate store of value.The market isn’t just rewarding performance anymore — it’s betting on disruption, scalability, and vision.<ul> <li>Bitcoin, Ethereum, XRP, Dogecoin Pull Back After Technical Rejection — ‘No One Wants To Be Long Into The Weekend’</li> </ul>Image: Shutterstock/NRSPro</div></div></div>

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A recent post by Koyfin highlights that the tech landscape of 2030 may exclude major players like Alphabet Inc. and Apple Inc. due to structural challenges affecting their growth. Alphabet faces pressures from generative AI and rising infrastructure costs, while Apple struggles with innovation and supply chain risks. In contrast, companies like NVIDIA, Tesla, OpenAI, and SpaceX are gaining value for their future-oriented technologies. The market is shifting focus from current profits to potential disruption and scalability, with Bitcoin also being recognized as a legitimate store of value.

- The tech landscape of 2030 may see significant changes, with Coatue's projections indicating a shift in value creation across industries.  
- Notably, Alphabet Inc. and Apple Inc. are absent from the top 40 due to structural challenges, including pressures from generative AI and hardware saturation.  
- In contrast, emerging companies like NVIDIA, Tesla, and OpenAI are gaining value for their future-oriented infrastructures, while Bitcoin's rise reflects growing institutional acceptance of cryptocurrency.  

Tech Hedge Fund: One of the 'Magnificent 7' May Not Make 2030 Top 40