Framework 公式 @frameworklists
Framework 創業者 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。 frameworklist.com Tokyo Joined December 2022-
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FIFA promised the 2026 World Cup hosts a $30.5B windfall. PESTEL says otherwise: • US boost: under 0.1% of GDP • A travel ban barring fans from 4 qualified nations • The most polluting World Cup ever frameworklist.com/examples/world… #WorldCup2026
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: swotpal.com/blog/spacex-sw… #SWOTAnalysis #SpaceX #IPO
"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. frameworklist.com/academy/ansoff… #Ansoff
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: swotpal.com/blog/marvell-t… #SWOTAnalysis #Marvell #Semiconductors
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: frameworklist.com/compare/rice-v… #ProductManagement
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. frameworklist.com/examples/nvidi… #Nvidia #Strategy #RTXSpark
Everyone calls PESTEL and Porter's Five Forces "external analysis." That's why students confuse them. frameworklist.com/compare/pestel… #PESTEL #Strategy #PortersFiveForces
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. frameworklist.com/academy/mckins… #McKinsey7S #Strategy #Leadership
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: swotpal.com/blog/arm-holdi… #SWOTAnalysis #ARM #AI #Semiconductors
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: swotpal.com/blog/mongodb-s… #SWOTAnalysis #MongoDB #AI #Database
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: frameworklist.com/examples/amazo… #PESTEL #Amazon #AWS #Strategy
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: swotpal.com/blog/costco-sw… #SWOTAnalysis #Costco
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 → frameworklist.com
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: swotpal.com/blog/lowes-swo… #SWOTAnalysis #Lowes $LOW
JD.com reports Q1 May 12 BMO. The hidden compounder: JD Logistics +18.8% to RMB 217B with LangzuTech automated warehouses now in 7 countries. Full JD.com SWOT analysis: swotpal.com/blog/jd-com-sw… #SWOTAnalysis #JDcom #BusinessStrategy
JD.com reports Q1 May 12 BMO. Consensus $45.15B revenue (+9.8%) but EPS -51% YoY on the $1.4B Meituan food-delivery war. Full JD.com SWOT analysis: swotpal.com/blog/jd-com-sw… #SWOTAnalysis #JDcom #BusinessStrategy
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: swotpal.com/blog/applied-m… #SWOTAnalysis #AMAT #Semiconductors
AMAT reports Q2 May 14 AMC. 4 straight beats heading in; $7.65B revenue guide / $2.66 EPS consensus. Full Applied Materials SWOT: swotpal.com/blog/applied-m… #SWOTAnalysis #AMAT #Semiconductors
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: swotpal.com/blog/amd-swot-… #SWOTAnalysis #AMD #BusinessStrategy
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: swotpal.com/blog/amd-swot-… #SWOTAnalysis #AMD #BusinessStrategy
clairey19 @daisyciaireql
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