Who mentions $GOOG most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $GOOG most — 112 mentions in the past 12 months.

When was $GOOG first mentioned on Surfaced?

The earliest tracked mention of $GOOG in the Surfaced archive was on Sep 10, 2025.

How many voices track $GOOG?

47 FinTwit voices have mentioned $GOOG 535 times in the past 12 months.

What kind of voices mention $GOOG most?

$GOOG is mentioned most by Long Research voices on Surfaced.

$GOOG — FinTwit mentions on Surfaced

Recent calls

latest 100 of 106

@investmentguru_Jul 17, 2026 · 10:51 AM

$GOOG Google's Gemini 3.5 Pro Release Delayed

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@kawzinvestsJul 16, 2026 · 7:29 PM

Bloomberg reports $GOOG engineers are hitting capacity constraints when they try to use AI internally. At a company guiding $180B to $190B of capex this year. Gemini 3.5 Pro is months behind schedule. Engineers are now required to use AI to write code and there isn't enough compute to go around. Q1 capex was $35.7B, more than double a year ago, and the CFO already said 2027 will significantly increase from there. $GOOGL reports on Wednesday. If Google can't feed its own engineers, do you really think they lower capex?

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@investmentguru_Jul 16, 2026 · 10:38 AM

$GOOG looks like $400 coming in July https://t.co/xef2Oa0lGT

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@blackpanthercapJul 7, 2026 · 9:00 PM

I’m gonna do a Kevin, and go ape sh*t ALL IN on $GOOG earnings now. $1200. ALL IN!!! Lets fk go! -BP Not financial advice.

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@investmentguru_Jul 7, 2026 · 2:14 AM

$SPCX SpaceX joins the Nasdaq-100 tomorrow (July 7) — mechanical passive buying estimated $22–27B across Nasdaq-100/Russell trackers Float is only ~4-5%, so this is forced demand hitting a razor-thin supply — a setup for real volatility The catch: lockup expirations start after Q2 earnings (~Aug 6), with 20% of insider shares releasing then, more at 70/90/105/120/135 days, and full unlock by Dec 8. Ex-Nasdaq CEO Greifeld is flagging up to $800B in eventual tradeable supply — the largest lockup unlock in market history Fresh fundamental context: $GOOG is reportedly paying SpaceX ~$920M/month for compute — annualizing above $11B, more than 2026 Starlink revenue — layering onto existing Anthropic/xAI compute deals Read: mechanical demand ≠ valuation support. The index bump and the supply wave are both real — know which one you’re trading

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@ckcapitalxxJul 4, 2026 · 2:59 PM

$NOK has stacked up deal after deal for two straight weeks and the stock has done nothing but bleed, down roughly 30% from its June highs while the news flow gets better by the day. Here is all that has happened. >>Orange Belgium, this week. Nokia selected as the SOLE supplier for a multi-year transformation of the operator’s entire transport network, unifying fixed and mobile into one converged optical network across Belgium, running 400G and beyond. >>The Google deal. Gemini AI agents embedded directly into Nokia’s network software, layering high margin AI on top of the hardware they already sell. >>The Amazon deal. Nokia’s Autonomous Networks Fabric running on AWS, building toward fully self-driving networks with the biggest cloud on earth. >>The Pennsylvania expansion. A major buildout of their photonic chip facility, one of the only advanced semiconductor packaging plants on US soil, part of a multi-billion dollar US manufacturing push the administration keeps spotlighting. >>Four insiders bought on the open market last month between $15.34 and $16.02. The stock trades around $12, well below every price they paid. The numbers also speak loud. AI and cloud revenue up 49% last quarter. Optical networks up 20% on hyperscaler demand. A $1 billion NVIDIA investment behind the 6G push. EUR 1 billion order backlog. $GOOG, $AMZN, Orange, the US government, and their own executives all committing to Nokia in the same month the market sold it down 30%. Earnings July 23. The disconnect gets resolved one way or another.

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@apomplianoJun 27, 2026 · 10:42 PM

Jordi Visser explains why he thinks Google’s Gemini model has fallen behind. - Anthropic & OpenAI are fast, lean & focused - Google is bloated & distracted - Recursive learning extends advantages - Open source models put more pressure on $GOOG @jvisserlabs https://t.co/MKn3wJu40X

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@investmentguru_Jun 25, 2026 · 10:54 AM

Why is $GOOG bleeding? Three forces hitting at once: Brain drain — Gemini co-lead to OpenAI. Nobel Prize DeepMind VP to Anthropic. Two legends. One week. $84.75B equity raise = dilution + buyback freeze. Institutions hate both. Capex of $180–190B guided for 2026 — FCF margins collapsing from 18% → ~5%. Yet the fundamentals scream different: ➡️ Google Cloud +63% YoY ➡️ $460B contracted backlog ➡️ Berkshire just bought $10B at $351/share The business isn’t broken. The narrative is. Sometimes the best entries come when the headlines are the loudest. Not financial advice.

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@kawzinvestsJun 24, 2026 · 3:24 PM

$NOK added AWS, Google Gemini, and Databricks to its autonomous networks platform in the same week. The stock didn't move. To understand why this matters, you need to know what Level 4 network autonomy actually means. Right now telecom networks need human engineers to detect problems, diagnose them, and decide what to do. Level 4 is where the network does all of that itself. No ticket, no escalation, no 2am phone call to an on-call engineer. Nokia already has operators running at 90%+ automation rates and getting new services live in under four hours. That used to take weeks. What changed this week is the infrastructure layer behind it. Instead of building their own cloud stack, operators now plug into AWS for compute, Bedrock and SageMaker for AI, Databricks for data, and Gemini for the agent layer. Nokia brings the telecom-trained models that know what a real network fault looks like. AWS and Google bring the scale. Three of the biggest cloud partnerships in enterprise tech, all announced in seven days. The market is still pricing this with a legacy telecom valuation. $NOK $AMZN $GOOG

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@zephyr_z9Jun 23, 2026 · 1:26 PM

"I'm glad $GOOG isn't trying to be the most advanced frontier model company, which eems like a fool's bet. A cash incinerator. $GOOG clearly has the resources to do it, but just don't seem to be." LOL, I'm pretty sure GDM has spent more money than Anthropic or OpenAI in the last 3 years Simple explanation: They are bad at LLM development compared to Anthropic/OpenAI Even, Zhipu ($2B-$3B spent over its lifetime) is beating them on agentic AI

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@apomplianoJun 23, 2026 · 12:30 PM

Google is cheaper than Apple, yet the company is growing at 2x the rate of Apple. The critics are worried about a drop in free cash flow, but that could also present a substantial opportunity for those that believe… $GOOG $AAPL READ: https://t.co/FfRyxyjDwp https://t.co/6sPo8WJAOR

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@investmentguru_Jun 22, 2026 · 3:19 PM

$GOOG Alphabet Stock Tumbles as DeepMind Loses Nobel Prize Winner to Anthropic Shares of $Alphabet-C (https://t.co/YwbG6S9McN) dropped today in the first trading session since John Jumper, a senior research scientist and Nobel prize winner, announced Friday that he was leaving Google DeepMind for artificial-intelligence start-up Anthropic.

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@rubicon59Jun 21, 2026 · 4:26 PM

Not even disguising vendor financing as equity? Google can hardly afford any more. Sell more $goog stock?

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@blackpanthercapJun 19, 2026 · 8:59 AM

A lot of impatience selling is hitting $IREN and @danroberts0101 these days. I’ll let you sit with this: "It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." @danroberts0101 has keept his promises, all the way through. > $IREN is up 492% the past year. > $IREN is up 58% YTD. Imagine $GOOG being up 58% YTD. Would you sell, be impatience, bash the company? My bet is no. One year from now, a lot of investors will look back and wish they had the internal discipline to stick to their strategy. Truth is this is basic human psychology playing out in weak form. Zoom out. Whether it’s 58% or 492% it’s not normal. It’s YOU (your brain, seeking weak dopamine attention) because you’re training your brain to it. -BP Not financial advice.

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@bmsinvestsJun 16, 2026 · 4:08 PM

$ONDS 🚨👀 BREAKING: @CeoOndas is at the 2026 Defense One Tech Summit today @ The Ritz-Carlton in Pentagon City‼️ Defense One assembles senior Pentagon leaders, military and combatant command reps - all focused on Pentagon modernization and game-changing emerging technologies. @CeoOndas is joining the “Startup Culture Meets Special Ops” panel, alongside Shield AI, where they’ll dive deep into how agile, fast-moving startups are shaking up and disrupting the traditional defense giants! Attendees Include: ⚡️ Assistant Secretary of War for Science & Technology, DoW ⚡️ Strategic Operational Energy Integration Lead, OUSW(A&S), DoW ⚡️ Digital Transformation Champion & Special Advisor to Supreme Allied Commander Transformation, NATO ⚡️ Chief, Analytics & Innovation, RISE – Defense Counterintelligence and Security Agency ⚡️ Director, Commercial Strategy & Operations, DIU ⚡️ Associate Director for Operations, National Geospatial-Intelligence Agency (NGA) ⚡️ Program Manager, Strategic Technology Office, DARPA ⚡️ Heavy hitters from $GOOG, $MSFT, and Shield AI $ONDS is officially playing in the BIG LEAGUES 👊💪

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@tig88411109Jun 15, 2026 · 2:18 PM

市场远没泡沫，看看这开盘的走势就知道。即便是拥挤交易在半导体AI 80%，杠杆融资1.3万亿我说 $GOOG 需要努力，最好的图片AI功能的设计美学开始落后了 Gemini 3.5 PRo必须要加快推出保持在一线水准，才能让股价重回高点根据我订阅者分享的周报策略… 制图辅助教育理解 Free 分享简单易懂不用订阅你也应该知道不是无脑all in

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@aiinvestorhqJun 14, 2026 · 2:24 AM

Nobody’s talking about how $GOOG are going to be $370B richer after SpaceX and Anthropic IPO

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@investmentguru_Jun 11, 2026 · 4:22 PM

$GOOG is reportedly in discussions with Samsung to manufacture part of its next-generation Tensor Processing Unit (TPU), according to The Information. The chip, codenamed “Icefish,” is expected to be Google’s 10th-generation TPU and will power AI workloads across its cloud data centers. This highlights a growing trend: hyperscalers are increasingly designing their own custom AI chips to reduce dependence on traditional GPU suppliers and optimize performance for large-scale AI applications. The AI hardware battle is far from over.

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@investmentguru_Jun 9, 2026 · 6:51 PM

$CRDO $GOOG Best opportunity IMO

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@institlpgpJun 9, 2026 · 1:22 PM

in 18 months, when OAI is public and again out of capital, How does it raise the next 80bn equity to compete with $goog Ant and OAI ipo are in a sense the beg of their capital access uncertainty They have no choice but to try to slow the industry Hitting the capital wall

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@nolimitgainsJun 8, 2026 · 1:23 PM

$INTC just ripped 12% on reports that $GOOG and $NVDA are evaluating it as a backup foundry. https://t.co/PA7weKUeyk

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@institlpgpJun 4, 2026 · 9:35 PM

@PythiaR $goog bought intersect thought that was revealing

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@yasutaketinJun 4, 2026 · 12:51 PM

パランティア、AIPConでGoogleとの提携を含む複数の発表を実施 $PLTR ・パランティア・テクノロジーズ（PLTR）は木曜日に開催した年次のAIPConイベントにおいて、Google（ $GOOG ）（ $GOOGL ）との提携を含む複数の発表を行った。・市場取引前の時間外取引において、パランティアの株価はほとんど動かなかった。・この提携の一環として、パランティアの機能がGoogle Cloudプラットフォーム全体に統合され、Google Cloud Marketplace上でも利用可能になるとパランティアは発表した。・また、新規および既存の顧客向けにBigQueryとFoundryの間で双方向のデータフェデレーション（統合）を提供するとともに、GoogleのKnowledge CatalogとFoundryのOntology（オントロジー）の間で双方向のセマンティック交換を提供することも声明で明らかにされた。・さらに、顧客が自身のワークフローに向けてAIモデルを接続できるよう、GoogleのGeminiとパランティアのAIP（Artificial Intelligence Platform）との間でより深い接続性が確保される。・パランティアのチーフアーキテクトであるアクシャイ・クリシュナスワミは声明の中で、顧客がGoogleのKnowledge CatalogやBigQuery、Cloud Storageに対して行ってきた長年の投資と、FoundryやAIPの運用力とがこの提携によって結びつき、オントロジーを活用したAI戦略とともにGeminiの能力を解き放つことが可能になると述べた。・これとは別に、パランティアは木曜日に非上場の建設会社であるマッカーシー・ビルディング・カンパニーズと、複数年かつ数百万ドル規模の契約を締結した。・マッカーシーは、パランティアの人工知能プラットフォーム（AIP）を使用して、会社全体にわたる連携されたAIオペレーティングシステムを構築する予定である。・パランティアはまた、メキシコ最大の保険会社であるGNPセグロスとも、複数年かつ数百万ドル規模の企業向け拡張契約を締結した。・GNPセグロスは、パランティアのAIプラットフォーム（AIP）を活用して、保険金請求の不正検知、引受業務、請求効率の向上、および保険補償範囲の最適化を支援する。・同社はさらに、プライベート・エクイティの資金調達を支援するために法律事務所キアランド・アンド・エリスと契約を締結したという過去の報道内容を認めた。 https://t.co/v051xiO7E9

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@alphaticaioJun 4, 2026 · 10:39 AM

Just In: IBM and Google Cloud just launched a combined AI practice. This is not a press release partnership. This is an integration. IBM Consulting Advantage is now connected to Google's Gemini Enterprise Agent Platform. That means IBM's 160,000 consultants can deploy Gemini-powered agents directly into enterprise workflows across aerospace, financial services, government, healthcare, and telecom. The technical details that matter: Red Hat OpenShift is now available directly in the Google Cloud Console. That bridges hybrid cloud and on-prem environments for regulated industries that cannot move everything to public cloud. Gemini is being integrated into IBM's watsonx Orchestrate for decision automation and into https://t.co/JjHLMqOAL2 for analytics. Two core IBM platforms now running on Google's AI. HashiCorp and Apptio are included for infrastructure automation and IT financial management. Confluent for real-time data streaming into AI systems. The pattern this week: Google announced a $84.75 billion equity raise to fund AI infrastructure. Workday made Gemini the default AI model inside its platform. Now IBM is embedding Gemini across its consulting and hybrid cloud stack. Google is not winning the AI race by having the best model. They are winning by becoming the default runtime inside the enterprise software that companies already use. Three enterprise integrations in one week. The distribution moat is being built in real time. $IBM $GOOG

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@aiinvestorhqJun 3, 2026 · 10:32 PM

@JOBhakdi Smart money will eventually flow back into these names as well as the likes of $GOOG imo, the rest will get wiped for their liquidity this is where timing DOES matter for once

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@alphaticaioJun 3, 2026 · 2:19 PM

JUST IN: 900 million monthly active users on the Gemini App as of May. Google just disclosed that number in investor presentation slides alongside the $84.75 billion equity raise. For context: ChatGPT reported 400 million weekly active users in February. Gemini is at 900 million monthly. Google's distribution advantage through Search, Android, and Workspace is doing exactly what distribution advantages do. The capex numbers are the other signal: 2026 capex: $180-190 billion (reaffirmed) 2027 capex: "significantly increase" vs 2026 FactSet consensus for 2027: $240 billion Google is telling you $240 billion next year might be low. They just raised $84.75 billion in equity and the 2027 capex guide is still "significantly increase" from $190 billion. Gemini 3.5 Pro available in June. 900 million users already on the platform waiting for it. The AI race is no longer about who has the best model. It is about who has the distribution to reach a billion users. Google is almost there. $GOOG $QQQ

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@tig88411109Jun 2, 2026 · 5:58 PM

很多我看卖方评论说市场缺钱，包括信贷方不愿意再杠杆，冲击$BTC 价格崩盘、以及迫使 $GOOG 不能走债券只能股权融资，都是典型胡说八道市场利率高不单纯是通胀和油价预期，是经济增长韧性和AI投资饥渴拉动但是市场怎么可能没钱呢，现代这个最不怕印钱了。看看这个指标，我之前分享过… 最好的资金宽裕程度的指标，远比VIX或者利率之类的直接领先。他衡量是美国垃圾债发行人，相比美国国债，要多付多少利息，市场才愿意借钱给它们。也就是说因为真正的资金宽裕，不是看钱印了多少，也不是看股市涨了多少，而是看市场愿不愿意把钱借给最脆弱、最边缘、最需要再融资的企业。现在这个点位，对比看看去年4月份最紧张，今年3月战争期间的拉升，现在这个利差不到3%，大笔资金等着投入风险资产呢

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@crux_capital_Jun 2, 2026 · 4:47 PM

There are lots of ways to make money One of my favorites is to take advantage of market rotations causing selloffs. I have a basket of companies that I strongly believe in. So when they dip, I go oversized on shares, leveraged shares, and sometimes options. And swing the recovery. Then trim, and reallocate those gains. Yesterday $glw presented me with this opportunity amongst others It bounced where it had to and then we got the $goog news which was massively bullish AI infra so I added some more $glw is already a massive position for me So these adds are small relatively speaking, but its a nice way to capture the volatility and get some quick cash

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@jasonschipsJun 2, 2026 · 10:34 AM

$GOOG equity raise is hyper bullish $LITE You are not prepared for the tsunami of revisions (Its my largest position now) https://t.co/zBHDwReKH8

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@hkuppyJun 2, 2026 · 2:13 AM

Remember when shale companies would keep drilling negative ROIC wells and fund them with debt or equity or converts or literally any idiotic funding source. That’s why they’d trade at 3x EBITDA. $GOOG just told you that it’s basically a shale company. They cannot stop spending on negative ROIC datacenters…

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@tig88411109Jun 1, 2026 · 11:11 PM

$GOOG 股权融资800亿美金加大对AI的基础设施资本投入，如何解读利空还是倒车接人？一般市场首先反应就是增发新股，稀释股权，大致按照350发行稀释2%左右，开支加码，现金流风险，这是利空啊当然Google也用一个组合发售方式减少短期市场冲击… 巴菲特长期资金拿100亿美金，300亿会公开市场询价向市场发售，400亿从Q3季度开始按市场价慢慢卖来融资这套融资结构设计得很聪明。没有把 800 亿全部一次性砸给市场，而是分三层：先拿 Berkshire 背书，再用承销发行快速补资本，最后用市价在高股价和强流动性时慢慢卖。看空的，一般本能反应觉得加大投资重资产回报不行咋办？现金流压力折旧压力都是风险但是正如我一直强调如果AI时代有一个王者能活就是Google 股本稀释与否关键看什么？就看融资本身投资回报率是否超过资本成本，以及这种超额回报能维持多久。再上次财报亮眼发布结果大跌市场担心Capex投入，但Q1财报已经证明谷歌云赠速最高63%，在手订单4600亿，利润率惊人的超32% 谷歌有自己的AI独特的搜索变现闭环，独门TPU硬件，顶级ai模型和分发渠道建的越多，挣的越多。这是扩大在AI领域的护城河，只有谷歌敢讲。财报中也证明。我还维持我一贯的观点，如果只有一张船票通往AI的“无忧乡” 那么只有谷歌。当然我会跟进动态更新颗粒度更细我的分享在订阅专享倒车接人多少钱买入？查一下历史，我的胜率百分之百。教育分享历史不代表未来。

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@institlpgpJun 1, 2026 · 7:59 PM

the market will certainly find a way to rationalize it... or just confirming my bias... cut a piece of tech exposure... $goog back into $CENX

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@tig88411109May 21, 2026 · 4:33 PM

押对了，是牛x。押错了，也是花别人的钱试错。如何理解科技大盘投资，普通散户的优势？像Google、 $NVDA 这种级别财报，市场会 360 度无死角分析。对机构来说，想在这种大盘股上找到“别人完全没看到的东西”，非常难。更难的是… 他们要向LP出资人解释为什么还要继续超配一个所有人都知道、所有人都在研究、权重已经很高的公司。所以很多机构天然会去找冷门/低估/别人没买的故事。万一赢了可以吹牛，输了不是自己的钱。举个例子，时间线👆看我上一个科技大盘股案例，是 $GOOG 财报后我给过一个判断330，是合理估值区间。后来因为美伊战争避险情绪，股价一度被压到 270 附近。我当时说，那不是逻辑破坏，而是倒车接人。现在最高已经突破 400。从低点反弹超过 40%。即便不是最低点买，而是在财报后 330 附近第一时间买入，回报也已经非常可观。比花街大佬Bill Ackman强吧。这就是大盘科技股投资里最容易被忽略的一点你不需要每次都买在最低点。你真正需要的是，在合理甚至低估的价格，敢不敢买入一家你能重仓、能长期持有、晚上睡得着的公司。这才是分享前所未有的自主执行智能体 Agentic AI的大时代的红利的正确姿势。下面free整理我的article，估值范围和策略详见文章和订阅专享订阅者请务必订阅前阅读订阅指南，在主页“文章专栏” 也是真正的投资心法宝藏。

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@jerrycapMay 20, 2026 · 10:17 AM

"profitability lets $GOOG avoid being forced into the most monetizable local optimum. OpenAl/Anthropic need revenue now. Coding is the obvious thing to sell. Google can sell coding too, but also fund less immediately monetizable AGI-relevant work: world models"

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@tig88411109May 19, 2026 · 7:04 PM

更快，更高，更强。我看Google I/O 2026 的第一感受，什么巨大投资价值？ Gemini 3.5 Flash 的重点不只是模型升级，而是 Agentic AI 元年的确认。什么叫做指数增长？超越市场共识？特别是主流基金落后仓位看看演变历史 ⬇️ 更快，是推理和执行速度更快。更高，是单次 agentic 任务能跑得更长、更复杂。更强，是模型在代码、推理、工具调用上的智商继续抬升。三年前，Gemini 学会理解世界。 Gemini 2 学会思考。 Gemini 3 把想法带到现实。现在 Gemini 3.5 Flash 开始面向智能体agents 和 coding 优化。 AI 正从“回答系统”变成自主“执行系统”。传统机构如果还在用 chatbot 框架看 AI，已经落后一个周期。对于云计算、芯片、CPU、存储，SaaS、开发者工具和企业工作流的需求曲线将是整个范式变化。而且最重要对于 $GOOG 来说，最新3.5 系列是运行在自己的TPU之上，这个成本和效率优势，无可比拟。

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@institlpgpMay 19, 2026 · 2:03 AM

the GCP / BX “cloud company” is a total off balance sheets financing farce. Blackstone will deploy $5bn equity and issue ~ $25bn IG bonds to its insurance affiliates, against GPUs with $goog guarantees. That’s it. This isn’t “validating” or “competitive”. It’s financing 101. https://t.co/TLhPoLJ1Or

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@photonbullMay 18, 2026 · 5:38 PM

I personally find it useful to track these types of investments Not necessarily for the individual stock, as there may be many reasons why big companies invest that are not just the stock going up Companies that are leaders in global tech such as $GOOG have a lot of resources to find and predict where the technological innovation is headed I never undersand how people are bearish on AI/space when: -Companies like Google are investing billions -The market clearly favors them and the stock performances give the companies more capital to execute and accelerate -The technologies are still super early

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@tig88411109May 17, 2026 · 2:49 PM

作为中国人“战争财富指南”的配套版投资指南，文章提到一个是谷歌一个是Intel 发布到现在短短5个月不到近20%回报，美伊战争低点反弹超43%。 $INTC 表现就更不用说了最高3倍了40到130 看到但做不到，知行合一很难。这种超级大盘短时间惊人涨幅难以想象，是不是泡沫？现在上船还是跳船换筹？… 这段时间，华尔街顶级机构，他们的仓位都是相反的，巴菲特 all in 的狂买，Ackman 清仓的狂卖 $GOOG 当然投资不能为信仰充值，你回顾我推文时间线，都是一步一步验证，特别是公司最新发布的两个季度的财报，分析的全面和深入，无与伦比的精准和超越市场共识即便如此买了就涨还要看运气，当时第一时间买的马上下个月就是史无前例的人类第一次AI战争，市场崩盘大跌但是今天战后一个多月逼空$10万亿美股市值反弹增值，也验证了，AI超级周期下这些股票标的，美国市场的真正的黄金成色。能不能买，怎么买？为何敢买？清清楚楚 ⬇️ 深度文章在主页专栏颗粒度更细见订阅教育分享

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@tig88411109May 16, 2026 · 4:32 AM

微软逆势今天大涨而 $GOOG 下跌因为是Ackman最新披露基金持仓，清仓了谷歌换微软。有意思的，是我一直批评担心后巴菲特时代berkshire，反而大幅增持Google，号称欧洲巴菲特的Chris Hohn，更极端，正好反向操作：买入谷歌，清仓微软。老将返老还童，新人反而保守变老。如何解读对比，谁对谁错？… 看最新的上季度基金持仓变化，现在的Berkshire风格更像经典的巴菲特风格，王者归来，大幅精简标的清仓一部分充分定价的“旧时代高质量资产”，比如visa/万事达，UnitedHealth这种原本金融和健康传统的“收费站” 大幅战争高位减持石油股，正如我之前评价股东大会时，决定后巴菲特时代 $BRK 继续持有的价值就在于他战争期间有没有高位套现石油。现在一切很清楚，姜还是老的辣，他没有失去狼性，以往的聚焦跨周期存在预期差的超级平台资产 $GOOG 在以往仓位上大幅加仓100亿，证明他对于谷歌的判断，是AI下一个大时代的入口级别的闭环超级资产，而且还重估价值。想对比Ackman年纪轻轻，徒有虚名。看微软 $MSFT 还以为用旧的传统软件估值，认为AI对它是错杀，买入等待修复。看不到微软作为SaaS的价值特别是市场定价溢价能力已经永久性压缩。更可笑是清仓谷歌，更是看不懂在Agentic AI时代，Google这种全栈效率重估的，从软件模型/硬件/分发入口/搜索/云服务/终端设备的超级平台价值。我认为他低估的认知差在于，AI时代已经显著延长了谷歌的竞争优势周期，特别是Agentic AI时代。 $GOOG 具体颗粒度精细的估值范围和策略，见订阅者专享。

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@tig88411109May 14, 2026 · 12:06 AM

为何我说唯一最佳的不对称套利“买一送一”的历史机遇。非常难以理解，华尔街很多年轻分析师的思维比我还要陈旧，担心质疑AI Capex投资要多少回报现金流用旧世界的尺子去量，永远是线性的角度。 $GOOG 唯一AI时代：硅基（自研TPU）+碳基（自研AI）+印钞分发权（搜索/安卓/苹果）的帝国。

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@tig88411109May 12, 2026 · 2:22 AM

市场当然是泡沫，如果单纯看存储的估值和涨幅，机构投资者当然不会傻白甜的认为，存储超级周期就不是周期了。那么现在CPU/存储暴涨的理由，是什么起了变化？是什么市场看空派没有看懂的？简单讲是，什么让投资者认为，内存股真正的重估，不是“明年赚多少钱”，而是“这次能不能比过去周期多赚几年？” AI如果从训练到推理，还是被动的对话式“一问一答”。但 Agentic AI 不一样。拆任务、调用工具、写代码、读文件、跑查询、调用 API、保存中间状态、继续推理、再执行下一步这意味GPU复杂高密度计算只是一个环节。现在一次性聊天，变成持续运行、持续调用、持续记忆、持续执行的24/7 机器无休眠任务系统。这种系统不只需要算力，还需要状态。状态需要 memory 状态调度需要 CPU 状态保存和热数据迁移需要 SSD 所以空头不懂技术，只懂经济和财务，看不到Agentic AI 的基础设施瓶颈正在从 GPU 的纯算力瓶颈，扩展为 CPU /DRAM /SSD /networking 的系统瓶颈。这种需求是指数型的倍数放大。但是单有需求没有收入大于AI的capex 一样白烧钱这就是我一直说的财报“审判日” 看看Google $GOOG 看看最近的Claude披露的token的成本和毛利，成本不断下降，但定价下调小于成本下降这结果还用担心么？市场现在争论 AI capex 是否过度还用证明么？ Agentic AI 元年一切刚刚开始当然涨的现在也差不多了具体什么范围，现在能看到的看懂的估值上线？颗粒度更细的投资估值范围和策略见订阅分享

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@tig88411109May 7, 2026 · 5:34 PM

历史新高下的复盘和彷徨么？市场都是涨时看涨跌时看跌，无论你是否有什么“高级的”工具帮你解读，看不懂还是看不懂，更重要不知道应该看懂什么之后的恐慌这种帖子和跟贴时间线上，只有过万的流量，市场现在已反弹大盘都16%以上，个股/历史新高。不是靠信念穿越的，因为运筹帷幄当然 $GOOG 最新的财报更是前所未有的“审判日” 意味着什么？估值和策略早已订阅分享update

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@investmentguru_May 7, 2026 · 10:50 AM

$GOOG was $318 and now $400 Premarket and not done IMO

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@investmentguru_May 6, 2026 · 4:34 PM

$GOOG $396-$400 target is coming

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@saxena_puruMay 3, 2026 · 11:50 AM

ChatGPT losing share, Gemini the big beneficiary $GOOG #AI https://t.co/d3VR8Uu0qv

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@tig88411109May 3, 2026 · 7:59 AM

世间已无巴菲特，终成绝响。快速讲点感受：现金问题，接班人风格，什么条件下可以抛售伯克希尔股票了。唯一可以借鉴就是我一直强调的概念“现金也是仓位”，当然他太多了，近4000亿现金，而2800多亿的股票，还在不断减持。如何验证验证巴菲特的新接班人Greg的水平？非常遗憾看到3月底还在净卖出，特别是美伊战争期间唯一买入看起来就是2个多亿的自己回购。如果随后的仓位具体披露，就能验证巴菲特的新接班人Greg的水平，到底对于这种宏观冲击下的投资水平，就是绝佳的验金石，是绝无仅有的考核。唯一亮点就是去年买入 $GOOG 但是小仓位2%，但是没有敏锐果断加仓，就看最新仓位披露… 如果没有，说明Greg 面临的问题，是他继承了巴菲特的纪律，却还没有证明自己拥有巴菲特在极端时刻下注的胆识。如果持仓还是苹果，过去已经跑输其他Meg 7。说明AI时代不适合伯克希尔的投资风格。石油应该是最大的亮点，但是如果没有减持，更说明问题，在油价过百之时。我认为能源是地缘冲击带来的价格红利，而不是长期资本回报改善，那么 Greg 没有在高油价窗口降低周期暴露，就会暴露出资本配置缺乏反身性。而且这个Greg最搞笑是回答股东问题，被一个20岁环保女生问，为何要投资石油？回答水平不知道是不是巴菲特在所影响，一塌糊涂。所有价值投资的伯克希尔股东们，现在或许是最好的减持，也是最后的机会了吧。现金还在，机器还在，保险浮存金还在，能源和消费现金流还在，但那个最稀缺的变量，极端时刻的资本配置人格，不可能复制，那个能在恐慌中把现金变成历史级交易的人不在台上了。

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@tig88411109May 1, 2026 · 2:52 PM

简单讲一下“四大的财报”，具体周末看时间写个深度估计很多人除了Google还有其他微软亚马逊和Meta 四大的AI投资还在加码但是投入Capex如果未来收入赶不上折旧，先死的肯定不是 $GOOG 市场高估继续投入的魄力和回报，Meta这种一旦边际搜索信号，整个半导体产业链支持不了这个高估值…最危险… AI 资本开支不会因为恐惧而停，它只会因为回报不够而减速。看财报给出的答案不是AI 泡沫破了。相反，四家公司都还在加码。但资本市场的审判标准已经变了 23年刚出AI看谁有模型 25年看谁有算力 26 开始看谁能把算力变成营业利润和现金流 Google 这季最强，因为它交出了最完整的闭环，Search 增长、Cloud 爆发、margin 扩张、库存订单直接翻倍、Gemini用户放量、TPU 成本曲线继续改善推升毛利 Microsoft 是企业端 AI 变现的标准答案，但毛利率压力已经明确出现。 Amazon 的 AWS 回报不错，增幅一般但现金流压力最大。 Meta 的广告 AI 回报很强，但超级智能 Capex 的长期回收还缺少合同型证据。谁也不知道AI到底给Mera带来啥增量

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@tig88411109Apr 30, 2026 · 3:12 PM

过70万流量也不足以高估，这是全网最有价值推特文章，毫无疑问。一个 $GOOG 一个 $INTC 投资逻辑在年初就谈的明明白白，远超所有卖方投行的分析现在看看发过来的各大投行报告高盛大摩之类的刚在讲我年初甚至去年的认知差这句话⬇️可以列为经典…记录备案【这就是最大的目前美股的认知差。在AI的下半场，谷歌最像“王者”的部分，不在软件界面，而在她自己拥有对于“硅”的主权，正如台湾一样，只有主权，才是自由有价值的，而不是被束缚捆绑在英伟达的系统上。】

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@benitozApr 29, 2026 · 9:23 PM

Sundar on the call: $GOOG is compute constrained, cloud revenue would have been higher if they could meet demand CFO guided 2027 capex up “substantially” over 2026 Street modeling +10% I’m at +20-30% $460B backlog doesn’t build itself anon https://t.co/o3QR1akk0q

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@tig88411109Apr 29, 2026 · 6:33 AM

周三明天谷歌微软亚马逊和meta同日发26Q1季报，周四苹果，5家公司16万亿市值占标普500近45%。在油价100，利率高企，半导体18连涨背景下，可能超预期都不够好，要大超预期才行。可能么？ $GOOG 上一次👇财报深度解析330是买一送一，3月底$270股价倒车接人，30%涨幅今天350。未来如何… 如果你空仓如何还等着财报后大跌再接人？如果你满仓真的财报后大跌你看什么指标不恐慌跟着杀跌？下面都会给你答案。更深颗粒度更细和及时update见订阅订阅之前请读article里的订阅者指南

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@tig88411109Apr 27, 2026 · 2:41 PM

OpenAI和微软分手，为何利好谷歌？微软不再付钱给OpenAI的模型费，OpenAI也赎身自由第三方云平台未来AI竞争不是单一模型而是全平台写文章的好处在于可以穿越时间。做基本科普的时候都可以发一下。买之前了解你的投资标的如果要推荐一个普通投资者分享AI大时代对红利首选 $GOOG 为什么?

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@jerrycapApr 27, 2026 · 1:36 PM

$GOOG AI King 👑 “We’re not just a hyperscaler reselling other people’s technology. Our differentiation comes down to the fact that we own the IP, the model and the chips are ours.” “For every dollar of revenue, we’re not shipping 80 per cent of it to either a model or chip provider, which allows us to invest more.” “I don’t think the other players are building their own models, of any quality at least.” “They have a choice of what to buy. If we were not competitive in performance, in price, in quality, they would choose not to do so.” “Those AI providers depend on private capital markets, which are reaching a saturation point. If you’re going to go public, you can’t be lossmaking forever. And if you stay private, you cannot raise venture money forever.” “Over the next year to two you will see some shakeout in the market.” Whether “particular providers are going to make it or not largely comes down to the economics.” h/t @TMTBreakout

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@midascabalApr 23, 2026 · 11:02 PM

My 2 most controversial opinions: 1) $MSFT is the next $GOOG 2) $GOOG is the next $NVDA

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@jerrycapApr 20, 2026 · 1:21 AM

The only thing $GOOG needs to fear and $META stealing search share.

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@investmentguru_Apr 20, 2026 · 12:59 AM

AI Chip Race Heating Up $GOOG in talks with $MRVL to build custom AI inference chips. $MRVL +9% overnight, bucking market weakness. AI leaders are moving beyond software — owning hardware = better margins + scale advantage

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@tig88411109Apr 17, 2026 · 5:54 PM

这种4万亿的科技大盘，谁能想到短短两周从底部反弹25%逼空记得还有人问要买一个买哪个，AI时代穿越雄牛。我说容易啊，还给你全面解读 $GOOG 但是他说太贵了。我说你没有读懂。每次再问我买什么，我就直接发这个文章最方便。

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@tig88411109Apr 16, 2026 · 2:56 PM

路遥知马力 ChatGPT持续失去市场， $GOOG Gemimi和 Claude是赢家，一个赢在强大分发渠道，一个强在专注企业和白领工作代理赛道。下一步比拼就是算力成本和分发渠道。模型本身的能力一般人也察觉不到了。从智商角度看还是chatGPT和Gemini高一点，但Claude胜在不断迭代和友好地产品形态，这也是竞争力 https://t.co/L4HS3I1GHf

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@investmentguru_Apr 16, 2026 · 12:54 AM

$GOOG isn’t just the Google you know — it’s a stealth holding company sitting on $195–220B+ in two of the most anticipated IPOs in market history, while trading at value-stock multiples on its core business. As SpaceX and Anthropic approach their public debuts, every re-rating in their private valuations flows directly into Alphabet’s balance sheet. You don’t need to win the IPO lottery — just own the shareholder who already did. → SpaceX IPO at $1.75T = $110B+ gain crystallized on books → Anthropic IPO at $600–800B = $85–112B stake value → TPU/GCP revenue compound as Anthropic scales to $150B ARR by 2029 → Gemini + DeepMind = internal AI moat independent of either IPO → Waymo monetization still largely unpriced → Trading at only 27x forward P/E — cheap vs the asset base Not financial advice. DYOR.

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@thevalueistApr 14, 2026 · 5:35 PM

$MU $GOOG 1/21/28 call adds working. https://t.co/PXfM17kP3k

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@tig88411109Apr 14, 2026 · 2:57 PM

一般都是涨了之后，大家开始问为什么？难道我解释的不清楚吗？一周前在底部的时候，我明确讲就是给大家大礼包现在反弹、AI时代推理王者当然是 $GOOG 所有投资谷歌之前的必读，包括订阅者 https://t.co/ND25Kkozpf

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@jerrycapApr 13, 2026 · 1:59 PM

Wouldn't waste my time using model cos that have cash flow problems. Anthro and OAI. Fool me once. $GOOG

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@tig88411109Apr 10, 2026 · 7:44 AM

Claude AI每次发力都死一批SaaS公司，当然这次不一样在于直接拉动了Amazon $AMZN 暴涨。因为训练全在他的云端和自主研发芯片。为何说忽视了 $GOOG ？现在还有谈AI泡沫么？Claude火爆是在于企业端的价值真来了。不到两个月年化支出超百万的企业客户500到1000，一年估算300亿收入，25年才不到百亿… 要知道除了Google持股以外，Claude的另一个重要云服务商就是谷歌，用的是定制的TPU芯片。市场担心就是谷歌的Capex投资太大，现在看这都是客户逼得，需求太强了。刚签的又是27年开始3.5GW的google TPU的算力，Google的订单累计现在2000多亿美金基础上，估算一下又是1000亿美金。而且这些算力给了Claude，它是直接为长期和高强度的企业级AI工作流提供服务的，这个更有价值。当然具体投资回报ROI还要审计，但是市场应该看到这只是AI需求继续上修的起点而已，一切刚刚开始。了解 $GOOG 的价值看Article，具体合理估值和投资策略见订阅专享。

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@tig88411109Apr 8, 2026 · 1:32 AM

市场恐慌的时候更要重质市场反弹对时候也一样买之前了解你的投资标的如果要推荐一个普通投资者分享AI大时代对红利首选 $GOOG 为什么 👇

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@jerrycapApr 7, 2026 · 12:13 PM

"By actively arming OpenAl's most dangerous competitor in the enterprise space, Google forces OpenAl to fight a grueling war on two fronts. This drains OpenAl's resources and protects Google's core, highly lucrative consumer search monopoly." $GOOG

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@tig88411109Mar 25, 2026 · 6:56 PM

People really do trade headlines now. The real question is not whether TurboQuant kills memory. It is how to value memory correctly once AI changes the cycle. $MU Google republishes a year-old algorithm paper as a glossy blog post, and the market reacts like the entire memory industry just got euthanized. Nobody reads the paper. Nobody checks the timing. They just see “6x compression” and instantly declare DRAM dead, HBM dead, all memory industry dead. Same movie every month. Another obituary. Another lazy narrative. Technology does kill old constraints. That part is true. But it also creates new architectures, new workloads, and much bigger end demand. That is the part headline readers always miss. Better software does not mean the world suddenly stops needing hardware. It means the same hardware can do more work, at lower cost, with better economics.That usually expands the market. It does not shrink it. Which is why the first-order reaction was backwards. If the same capex can generate more throughput, better utilization, and higher returns, that is a tailwind for cloud platforms. Memory compression that lowers inference cost should help the platform owner too. The obvious name there is $GOOG. Instead, the market saw one scary phrase and rushed straight into memory liquidation. Now on memory itself, the real story is more subtle. The bull case is still alive. The lazy bull case is dead. You cannot value a cyclical business by taking one euphoric year of EPS and pretending that is normal life. You do not measure average happiness by one exceptional night. Same rule here. Yes, AI has changed memory, no longer just a pure commodity story, and the market is right to start valuing it differently. But peak earnings are still peak earnings. What matters is not this year’s orgasmic margin, it is what survives after capex floods in, yields improve, competitors react, and ASP starts trading off against volume. That is the only question that matters. My own bias is conservative. $MU Assume FY27-FY28 ASP cools off, but does not collapse back to the old cycle. HBM, SCA, and AI memory keep the category strategic enough that normalized revenue settles around a much higher platform than pre-AI. Assume net margins can still hold around 40%. That gets you to roughly $30 of normalized EPS. Then the valuation framework becomes much cleaner. Not NVDA-style platform multiples. Not old commodity-memory trough multiples either. Call it 14x-16x normalized earnings. That gives you roughly $420-$480. So fair value sits in the mid-$400s, with around $450 as a clean base-case anchor. That is a serious number. Not fantasy. Not panic. Not one-night euphoria annualized forever. So no, this is not the death of memory. It is the death of stupid extrapolation. The dumb bear case says compression kills hardware. Wrong. The dumb bull case says one peak year deserves a permanent peak multiple. Also wrong. The real answer is simpler: AI has structurally lifted the floor for memory. But capitalism will come for excess returns. That is why discipline matters. And that is why the right number is not infinity. It is somewhere in the mid-$400s. That is the real takeaway. TurboQuant is not the death of memory. It is the death of stupid extrapolation.

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@kawzinvestsMar 25, 2026 · 3:36 PM

Are new AI algorithms from $GOOG like TurboQuant and QJL going to kill the memory supercycle? Bears argue that compressing the LLM Key-Value (KV) cache by over 5x (quantizing down to just 3 bits per parameter) will destroy HBM and DRAM demand. The Jevons Paradox. Hyperscalers won't buy 80% less memory. They will use that newly freed capacity to deploy models with 5x longer context windows and serve significantly more concurrent users. Furthermore, these algorithms only optimize the inference/decoding phase model training still requires massive, uncompressed memory pools to store weights and gradients. The structural supply crunch remains intact. The AI memory supercycle for $MU and $SNDK is safe.

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@investmentguru_Mar 25, 2026 · 3:35 PM

$GOOG Introducing TurboQuant: The new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: https://t.co/JNejrZx3rk https://t.co/COjOitm4X9

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@institlpgpMar 17, 2026 · 1:19 AM

sounds like Anthropic and now chat ceding consumer to Gemini Guess search isn’t dead after all $goog

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@jerrycapMar 13, 2026 · 12:21 AM

Wow $META fail $GOOG invincible

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@tig88411109Mar 3, 2026 · 4:54 PM

都看打仗去了，那个是短期冲击事件而已。一切都是浮云。真正要关注是这种变量，最新的Gemini 3.1 Flash 出炉，简单讲就是又快有好又便宜。只要ai基础模型不断这个方向发展就是推动全社会的AI需求和应用百花齐放。这是最好对ai泡沫的反击。 $GOOG 下面是升级后两模型直观对比惊人 👍 https://t.co/HQMCDNGpLa

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@blackpanthercapFeb 24, 2026 · 1:13 PM

"Missed earnings" is the dumbest bear case I've heard for a company that's already sold the product. Seeing a lot of worries and misunderstanding about $CIFR missing earnings. Let me make this crystal clear: Q4 loss is GAAP noise. Nothing more. Here's what actually happened: $CIFR is mid-transformation. Still running mining ops. Still absorbing: • Depreciation on a massive infrastructure build • Interest on $1.3B in convertible notes raised to fund growth • Non-cash charges hitting the income statement hard None of that matters. Here's what DOES matter: > $AMZN didn't sign a 15-year, 300 MW lease worth $5.5 BILLION because they're worried about Cipher's execution. Let me repeat that. $5.5 BILLION. Locked in. Contracted. 15 years. Rent payments start August 2026. Then add the $GOOG-backstopped Fluidstack deal, 10-year, 168 MW, $3 BILLION. Payments starting October 2026. That's $8.5B in total contracted HPC/AI lease revenue sitting on the books RIGHT NOW. Q4 2025 captured exactly $0 of it. Not one dollar had activated yet. So you're looking at a GAAP snapshot of the investment phase, BEFORE a single hyperscaler payment hits the P&L. The business model hasn't failed. The market just doesn't understand it yet. $CIFR isn't a Bitcoin miner anymore. It's a hyperscaler co-location landlord with $8.5B of signed leases and delivery starting in 5 months. "Missed earnings" is the dumbest bear case I've heard for a company that's already sold the product. Still holding $CIFR. This is the 2026 AI infrastructure trade nobody's pricing in yet. Note: This is not financial advice.

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@tig88411109Feb 22, 2026 · 4:27 PM

只要AI模型进化不停止，远谈不上AI泡沫，AI在真实世界应用是不是摧毁所有SaaS一往无前？为何我一直强调Burry这种做空房贷的传奇空头问题在于不学习没知识看不懂AI？为何看懂这个论文就知道Google这种互联网搜索巨人在AI的统治力？中美模型的竞争终极之战哪里… 这篇22 年 DeepMind 那篇里程碑论文已经说透，用来训练 token 数据和参数一样关键。模型再大，喂不饱就是虚胖。而且模型参数不大如果数据质量好，完全可以低成本高质量推理任务和终端部署现实应用。在喂饱训练的数据来源， $GOOG 是制度性碾压OpenAI和Claude等。因为同样是核心数据来源AI爬虫的量，Google数据网络爬虫是3倍以上。这个很容易理解，就是因为谷歌AI爬虫是和搜索爬虫一起的，你网站敢不让我爬？你挡它，等于从搜索里消失。中国开源模型都是来自于西方高级模型的蒸馏和合成数据，这就好比风格擅长答题刷题，真是世界长尾和现实就不行。你没有算力参数和最重要的谷歌这种全网数据。所以我从不担心谷歌是否AI模型领先，跑下去大概率王者，唯一担心就是太强大了，被司法要求拆分。顺便谈一下还有一种可能关注 Cloudflare $NET 如果真的帮助数据源网站，把按照AI爬取收费的模式走出来，相对于帮助网站加了一个ai时代收费站、那么现在就是错杀。

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@kawzinvestsFeb 18, 2026 · 4:16 PM

Samsung will be more profitable than $GOOG by 2027. Samsung projected $227B operating income. That's more than $GOOG. SK Hynix projected $161B. That's more than $APPL or $AMZN Samsung market cap: $820B SK Hynix market cap: $410B 7.9x and 5.7x forward P/E for the world's most profitable companies.

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@tradableastroFeb 15, 2026 · 9:01 PM

$GOOGL $GOOG Bullish megaphone? $300 will be the line in the sand. If it breaks below, watch out https://t.co/E9KHI3ZYzK

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@tig88411109Feb 12, 2026 · 5:31 PM

$GOOG 最强模型这是撑起全村人的希望。不是靠刷题库那种中国模型死记硬背，这是真正接近人类智慧标准。谷歌在模型领域护城河已经背后的训练硬件能力是所有Capex投资的最大底气。今天大盘在高位波动科技股半导体硬件仅有几个一枝独秀，看 $MU最新估值拆解见我article，投资盘中策略分析可见订阅拆解 https://t.co/7WvkuT5qT3

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@tradableastroFeb 10, 2026 · 10:50 PM

$GOOGL one of the best trades of the year! Not sure it happens, but $GOOG under $300 is where I would want to get in again. Let's see what happens. Team got the heads up! https://t.co/7HGC2n2jHT

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@tig88411109Feb 9, 2026 · 7:05 PM

能理直气壮说“嫌贫爱富”的就是银行。没收入的赌狗去银行连水都喝不到。你履历光鲜大厂月薪十万，银行理财经理恨不得把女朋友介绍给你。今天买房按揭利率4。你存款留在账户买个年化8的ETF利差就出来了。聪明点投你真懂的AI软硬件龙头，长期年化15%不是神话 $GOOG 这不叫“借钱花”。这叫“用银行的钱，给自己买时间和赔率”。为何债务叫杠杆？关键不是“有没有负债”。关键是你有没有偿债能力。对穷人，债务是放大器，先放大压力，再放大崩溃。对富人，债务也是放大器，但放大的是资产回报和机会成本优势。你懂这道理，Google也懂，他不是赌狗，每年现金流进来就1600亿，账上现金就1000多亿。所以今天发个债，150亿美金，但超额认购7倍多，没办法都要给个面子，那就发200亿吧。

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@tig88411109Feb 8, 2026 · 6:48 AM

谷歌云的运营利润率： 2019: (-46%） 2020: (-32%） 2021: (-16%） 2022: (-3%） 2023：9% 2024：18% 2025：30% 然后华尔街“头牌分析师”说不能买谷歌，因为今年估计没钱去回购股票，都投云业务了。这就是打工和老板的差别。你看到的是如何分钱，我看到是如何“印钱”。简单拆解一下老板怎么想… $GOOG 核心的搜索业务不但没有受AI影响，反而提升转化和毛利42%，收入增长17%，这是现金奶牛。按照25年1647亿经营现金流，只考虑云业务的毛利扩张和收入48%增速，26年现金流自己1800-1900没问题。在手2400亿订单储备，还有账上现金1268亿。投入1800亿都是毛毛雨，现在这种强大的造血功能下的大笔投入算什么？也不是外部融资，这种战略战术，只有 $GOOG 玩得起。企业最危险的不是不花钱，而是该花钱的时候不花钱，我投资你股票难道就为了你回购的？我自己不会去卖股票，真缺钱了？有时候很难理解投行卖方这种哗众取宠语不惊人死不休的风格，这种前所未有的需求和AI革命面前最大的风险就是不投资，这个角度看Apple的库克就不是好CEO。赢了“AI之战”，输了“一时的现金流”又如何？

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@benitozFeb 7, 2026 · 1:12 AM

Seeing a lot of smart people calling hyperscaler AI capex a death spiral. These two posts capture the bear case well $GOOG as a "structural funding short" and $AMZN as an FCF implosion. I respect the thinking. But I've seen this movie before. As someone who built and scaled a hardware company from zero to $50M+, I'll tell you this: the moments that look most irrational to outside observers are often the moments of deepest strategic clarity for the people inside the arena. The Reagan/Star Wars analogy from the first post is actually perfect — but not for the reason the bears think. Reagan didn't bankrupt America. He bankrupted the Soviets by forcing them into a spending war they couldn't win. The spender with the strongest balance sheet and the highest-margin core business wins. Google has Search. Amazon has AWS + Prime. These aren't companies stumbling into reckless spending. These are money-printing machines making a calculated bet that whoever owns AI infrastructure owns the next decade. The "dead zone" everyone fears? That's the moat being dug in real time. Now zoom out and ask: when the biggest companies on Earth are all sprinting to build simultaneously, who sits at the center of gravity? $NVDA. Not as a competitor in the race but as the foundation the entire race runs on. Every dollar of this $700B+ super-cycle flows through compute. First principles say follow the capex. The capex says $NVDA

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@tig88411109Feb 5, 2026 · 9:28 AM

或许唯一最佳的不对称套利的历史机遇。非常难以理解，华尔街很多年轻分析师的思维比我还要陈旧，大算特算这个1800亿美金的投入等于多少石油能源之类的多少公司总和。用旧世界的尺子去量，永远是线性的角度。 $GOOG 唯一AI时代：硅基（自研TPU）+碳基（自研AI）+印钞分发权（搜索/安卓/苹果）的帝国。

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@benitozFeb 4, 2026 · 11:55 PM

Google just confirmed Apple chose them as “preferred cloud provider.” Translation: Apple gets AI inference at scale without building datacenters. Google gets… a logo and compressed margins. Classic Apple asset-light playbook. $AAPL $GOOG

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@saxena_puruFeb 4, 2026 · 9:45 PM

$GOOG just guided 2026 capex at $175-$185B, way above consensus of $116.8B. But we were told AI is a bubble and the capex spend is unsustainable. Nothing to see here, move along.

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@dillon_valdezFeb 3, 2026 · 5:49 PM

I have no idea what the future holds for OpenAI or Altman. I tend to have faith things will just work out but OpenAI’s dominance is in question today. $GOOG has been selected over OpenAI to be the winner in the consumer facing AI race. Anthropic is challenging all software. https://t.co/8gIHvjXdNw

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@tig88411109Feb 3, 2026 · 10:44 AM

市场非常大担心就是AI搜索冲击 $GOOG 的现金流大本营，90%收入。现在看AI让搜索量降了20%，好在“零点击率”也就是只看AI review 不点击网站稳定在20%。那么会不会股价也像微软 $MSFT 一样大跌个20%。先简单粗暴说个大概率：不会。为什么？这里有一个AI 搜索带来的最大变化，不是答案更好，而是商业逻辑变了。过去搜索广告，本质是“买关键词”。你抢的是某个词的入口，赌的是点击。 AI 搜索把用户行为往“更少次、更高意图”的方向推，问题更完整，决策更集中。搜索次数可能变少，但每一次更推动交易。 PMax 就是 Google 应对这个新范式下推出的AI 驱动的自动化广告系统，能够让广告主，不再手动挑关键词和渠道，只告诉它目标和预算，它在 Search、YouTube、Discover、Gmail、地图这些入口里自动分配资源，去追你想要的结果。它的效果之所以值得注意，是因为这不是单纯的投放优化，而是一个信号。 AI 搜索并没有把商业价值稀释掉，提高单价CPM，让“意图”更可定高价。同时能把 ROAS 广告支出回报率做出来，说明 AI 搜索是有转化含金量的实现了谷歌与广告主的双赢。简单解读：你可以理解PMax 是谷歌用 AI 提升广告变现效率的工具，让广告更准、更贵，而零点击是 AI 搜索带来的用户行为新常态，搜索更少、更准。只要谷歌能通过 PMax 提高单位流量的变现价值，就能抵消零点击带来的流量分发减少的影响。

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@jerrycapFeb 2, 2026 · 10:38 PM

$GOOG won in AI

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@rubicon59Jan 31, 2026 · 2:27 AM

$NVDA MC is just 15% above $GOOG ‘s while its FCF is 50% higher and growing at 50% while Google’s is in decline due to capex rise. 🤷‍♂️

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@investmentguru_Jan 27, 2026 · 11:57 AM

$GOOG looks like $350 before earnings

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@jerrycapJan 22, 2026 · 5:40 PM

$GOOG won in AI

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@tradableastroJan 13, 2026 · 7:00 PM

$GOOGL $GOOG Rant Something that will forever haunt me is selling my Google options too early. Kept my shares but sold my options early. Avg cost was roughly $500/contract back then I had the vision & the plan, but lacked the discipline to follow through and hold it. High conviction pays the most, sitting in it is the hardest. Shares officially doubled since my buys at $165 Options sit at $11,275 / contract now 😑 🔫 A 22x 🤢

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@blackpanthercapJan 12, 2026 · 6:55 PM

@Mindset4Money_X Yeah haha. It’s honestly a bit sad to see such a succesfull company fall behind. And now also have to be ‘saved’ from $GOOG. Happy to be invested in $GOOG at least

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@tig88411109Jan 11, 2026 · 5:29 PM

Today $GOOG tagged a new high around 331. Back in Nov 2025 I wrote a simple range for the “reasonable” zone: 300 to 330, with upside only justified by one thing: Google turning AI into an embedded toll booth across Search, Android, and enterprise workflows. The move isn’t magic. It’s the market slowly repricing the same structure: Google is a compute landlord. Others rent GPUs. Google amortizes its own TPU depreciation. Cloud is the receipt: from break-even to multi-billion quarterly profit as workloads scale. Base case was never “10x stories”. It was value-chain allocation. Next question isn’t “how high can the PE go”. It’s whether AI becomes a durable distribution tax inside Google’s existing channels. Receipts 👇

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@tig88411109Jan 9, 2026 · 9:24 PM

$GOOG tagged a fresh all-time high at 331 today isn’t “AI hype”. It’s a business model getting marked to market. Google is the landlord of compute. One sentence: Most AI players rent GPUs. Google amortizes its own TPU depreciation. That difference compounds. Look at Cloud: 2023 was basically break-even. Now you’re looking at nearly $3B profit in a single quarter. That isn’t a “new model launch” story. It’s a structure story: TPU + data centers + Cloud billing = a landlord stack. For GPU tenants, more inference means a heavier bill. For Google, more workloads means lower unit cost on TPU, and higher Cloud margins. Gemini model is the showroom unit. The money is in the land, the power, the racks, the TPU, and the meter. Receipts: I wrote the landlord model in Nov. Today the tape confirmed it.

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@blackpanthercapJan 9, 2026 · 3:47 PM

@TacticzH Exactly WHY I’m invested in $GOOG this is so underrated.

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@tig88411109Jan 8, 2026 · 6:44 PM

Google $GOOG just passed Apple in market cap. So here’s the next question: Is Google next to pass Nvidia? Not because Google sells more phones. Because the real product isn’t a phone anymore. The real product is enterprise AI delivery. And the real “unit” is not a chip. It’s a system that can hit SLA. Enterprises don’t pay for peak tokens/sec. They pay for SLA-grade predictability: stable latency that turns inference into billable revenue $NVDA Jensen said it at CES, but most people heard “new GPU” and missed the shift: we’re entering a new scaling law. The next leg is agentic inference in enterprises: tools, state, retries, logs, guardrails. Real workflows. That changes the constraint. Inference won’t be priced on peak tokens/sec. It will be priced on predictability: tight P95/P99, fewer random stalls, deliverable latency. That’s why Rubin matters. It’s not “a chip.” It’s Nvidia moving up the stack into system engineering to make inference deliverable. And that’s exactly why Google’s TPU matters. TPU isn’t a chip project either. It’s a vertical loop: model + compiler + system + datacenter + distribution. Same destination. Same war. System-level delivery. I wrote a full buy-side IC memo on how to underwrite GOOGL when the contest becomes “cost of intelligence.” Link in the first reply.

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@tradableastroJan 8, 2026 · 2:35 PM

$GOOG STO puts $37 M https://t.co/9cEpqzZRam

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@institlpgpJan 3, 2026 · 10:45 PM

With this $goog has legitimized three indep AI DC providers, in which it owns common and undis warrants. anthro no longer beholden to NVIDIA. Models trained on tpus good enough to great. the playbook for others to copy is provided. $goog climbing $nvda from the rear.

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@investmentguru_Dec 29, 2025 · 8:13 PM

$GOOG From Los Angeles to Austin to Atlanta, Waymo robotaxis are everywhere. And 2026 could be the year Waymo expands its lead in the space.

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@tig88411109Dec 25, 2025 · 11:05 PM

大年夜老板让加班，还要冒着反垄断合规风险收购，这是多么急迫的deal？只要做过买方和并购实操的专业人士，都不会看 $NVDA 200亿收Groq的新闻标题，而是无数个为什么？ 3个月估值涨了3倍，就为了买两个人和非独家授权？这个技术线路多牛？3个月AI泡沫发生了什么？ 26年将AI范式转移和投资风险机遇算力投资从训练端迁移到推理端。而推理端拼的从来不是“峰值速度”，拼的是稳定度：少随机卡顿，尾延迟更短，能按企业服务合同标准交付。为什么这点是AI是不是泡沫关键？因为企业不是靠“演示很快”来规模化 AI。企业靠的是“稳定可交付的延迟”。只有可交付，AI 才能变成可部署的服务。只有可部署，那些天量万亿的超算中心投资才谈得上回报。第一性角度全网第一解读Groq 的核心技术，算力最大问题，在于好比你看你家和公司距离开车5分钟，上下班高峰肯定半小时。 Groq 想把推理做成高铁：更像“时刻表”，少一点堵车式的意外。不是让模型少想，是让系统里少排队、少等。这就是Google的TPU干的事情，当然Groq创始人就是TPU路线发明者。 TPU 的垂直闭环天生更擅长这件事，所以 $GOOG 涨了70%。英伟达不内生化确定性，客户就会用自研芯片解决。这就是决定4/5万亿估值最大的风险和机遇。英伟达买的不是所谓竞争者，而是宝贵的时间，推理进入主流算力瓶颈，和谷歌，亚马逊等定制化TPU的大战26年开始…… 详解可独立阅读的 deck，中英文，首评放下载入口👇

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@investmentguru_Dec 24, 2025 · 1:41 AM

$GOOG Google started 2025 behind in AI — it’s ending the year on top. Gemini 3 flipped the script. Faster user growth than ChatGPT, deep integration across Search, Android, and Cloud, and rising enterprise adoption pushed Google ahead. Add strong AI-driven cloud growth, chip wins, Waymo expansion, and intact distribution deals — Google exits 2025 in a leadership position heading into 2026.

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@benitozDec 23, 2025 · 6:57 PM

FLOPS are the brochure top speed AI performance is average speed under load memory bandwidth interconnect software On real MoE training Nvidia Blackwell delivers ~1.5–1.9x Google Ironwood per chip Production throughput > spec sheets anon $nvda $goog @edzitron @DarioCpx https://t.co/vra7qgjXUz

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