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Windows, Office, Azure cloud, and the OpenAI partnership.
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companies · creators · receipts
Descriptive creator-sentiment only. Review-pending. Not investment advice.
110 tracked companies. Quote-backed, audited, review-pending. Hand-curated — not market-wide coverage.
rule72 tracks a hand-curated universe of 110 companies — the companies it understands today, built from attributed creator evidence. This is not market-wide coverage. 84 of them carry grounded creator evidence in the current dataset.
Beyond it, 98 more companies surface in creator transcripts but aren’t tracked yet — what rule72 may understand next. Discovery is not coverage: a candidate becomes tracked only after an operator-gated review. See discovered candidates →
41 companies matching current filters, of 41 tracked · sorted by recently active
Windows, Office, Azure cloud, and the OpenAI partnership.
Makes DRAM and NAND memory, including HBM for AI accelerators.
Enterprise IT: hybrid cloud (Red Hat), consulting, and mainframes.
Designs x86 CPUs and is building a contract foundry business.
Designs CPUs and GPUs for PCs, servers, and AI data centers.
Rents NVIDIA-GPU cloud capacity for AI training and inference.
Designs the GPUs and systems that power most AI training and inference.
Mobile SoCs and wireless patents; expanding into PCs and automotive.
Designs data-infrastructure chips including custom AI silicon.
Designs iPhone, Mac, wearables, and a growing services business.
Provides the Falcon cloud-native endpoint-security platform.
Supplies networking/custom AI chips and infrastructure software (VMware).
Supplies chip-fabrication equipment and materials engineering.
Sells the leading customer-relationship-management (CRM) cloud platform.
Makes creative, document, and marketing software (Photoshop, Acrobat).
Sells data-integration and AI platforms to governments and enterprises.
Enterprise databases and a cloud-infrastructure business (OCI).
Builds PCs, storage, and AI/enterprise servers.
Powers online stores and checkout for millions of merchants.
Sells robotic-process-automation and agentic automation software.
Supplies process-control and inspection tools for chip fabs.
Enterprise-analytics firm (renamed from MicroStrategy to Strategy in 2025); holds a large bitcoin treasury.
Licenses the CPU architecture used in most smartphones and many data centers.
Sells the ServiceNow platform for enterprise IT and workflow automation.
Cloud software for HR and financial management.
Provides cloud monitoring, logging, and security observability.
The largest pure-play cybersecurity vendor (network, cloud, SOC).
The dominant contract chipmaker fabricating most advanced AI silicon.
Builds the EUV lithography machines advanced chipmaking depends on.
Supplies etch and deposition equipment for chip manufacturing.
Sells the Snowflake cloud data warehouse and AI data platform.
Sells quantum-annealing systems and cloud quantum services.
Develops trapped-ion quantum computers sold via cloud access.
Builds AI and rack-scale servers for data centers.
Runs a global edge network for content delivery, security, and serverless.
Operates a mobile advertising and app-monetization platform.
Makes TurboTax, QuickBooks, and Credit Karma.
Supplies enterprise networking, security, and collaboration gear.
No grounded creator evidence yet.
Sells the MongoDB document database and Atlas cloud service.
No grounded creator evidence yet.
The largest analog and embedded chipmaker.
No grounded creator evidence yet.
Cloud zero-trust network security platform.
No grounded creator evidence yet.