Alphabet. Every tracked FinTwit mention of $GOOG, newest first. 539 mentions since the first on Aug 5, 2025. See the price chart.
July 2026 · 33 mentions
Jul 18
Midas — $GOOG and $INTL earnings next week can either make the markets PUMP or CRASH.↗
Jul 17
Alphatica — JUST IN:
Three legal developments across big tech today that matter for your portfolio.
Apple is in early settlement talks with the DOJ over antitrust allegations. Settlement mea…↗
Jul 17
InvestmentGuru — Long-term buying opportunities across the current setup-
$RKLB is becoming the second full-stack launch and space systems player behind SpaceX, with Neutron set to open up the m…↗
Jul 17
InvestmentGuru — $GOOG
Google's Gemini 3.5 Pro Release Delayed↗
Jul 16
KawzInvests 🦑 — 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 m…↗
Jul 16
InvestmentGuru — Best to concentrate on this stocks in this market.
$META
$GOOG
$AMZN
$AAPL
$MSFT
$ORCL
$PLTR
$NVDA↗
Jul 16
InvestmentGuru — $GOOG looks like $400 coming in July https://t.co/xef2Oa0lGT↗
Jerry Capital — Buffett confirming the ROIC of the hyperscaler AI buildout
$AMZN +3.3%
$GOOG +3.8%
$META +3.5%↗
Jul 15
Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...Once sure-thing AI plays have languished ( $NVDA -10.2%, $GOOG -10.0%) and AI laggards have caught a bid ( $META +6.9%, $AAPL +5.6%). The old saying that goes “never short a…↗
Jul 15
CK Capital — Money is pouring into Mag7 companies.
$META up 3%
$AAPL up 3%
$AMZN up 3%
$MSFT up 3%
$GOOG up 2.6%
Ai growth stocks are getting killed again as capital rotates m.↗
Jul 13
Alphatica — We are raising our capital spending estimate for the five largest cloud and AI companies to $1.4 trillion through 2028. Up from $1.2 trillion in 2027. That is a 20% increase driven…↗
Jul 13
InvestmentGuru — Better trading setup in this market
$META
$MSFT
$NVDA
$AMZN
$ORCL
$AAPL
$GOOG
$AMZN
$AVGO
$TSLA↗
Jul 11
Michael | Hypermarkets — $DRAM — the first-ever memory ETF.
Everyone spent this whole AI run fighting over which stock to own $NVDA, $MU, $SNDK, $AVGO, $AMD, $AAPL, $META, $MSFT, $GOOG, $TSLA.
Here's wha…↗
Jul 11
InvestmentGuru — The Magnificent Seven: $22 Trillion, $700 Billion, and a Reversal Nobody Priced In
$AAPL , $MSFT , $NVDA , $GOOG , $AMZN , $META , $TSLA — seven names now worth more than the GDP…↗
Jul 8
Midas — Named customers: $GOOG, $META, OpenAI, Anthropic, ByteDance, Fujitsu, and 2 unnamed.
That's the entire foundation of the AI industry.
You can't build large-scale AI without Broad…↗
Jul 7
Black Panther Capital — 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.↗
Jul 7
InvestmentGuru — Best Trading Setups on My Watchlist
$META
$AAPL
$AMZN
$TSLA
$RDDT
$MSFT
$NOW
$NVDA
$PLTR
$GOOG
These are some of the strongest large-cap setups in the current market. Most contin…↗
Jul 7
Michael | Hypermarkets — President Trump invested millions in this company, but has never mentioned it:
$AVGO — Broadcom.
His financial disclosure shows Broadcom held across multiple accounts, with one p…↗
Jul 7
Black Panther Capital — Here’s my h2 predictions:
> massive earnings coming in. $MU already delivered. $GOOG $META $ANZN to come.
> market will go down as always a couple of days to digest the news.
>…↗
Jul 7
InvestmentGuru — $SPCX
SpaceX joins the Nasdaq-100 tomorrow (July 7) — mechanical passive buying estimated $22–27B across Nasdaq-100/Russell trackers
Float is only ~4-5%, so this is forced demand…↗
Jul 7
InvestmentGuru — THE FREE COMPUTE LAND GRAB
The AI war is no longer just about building the best models.
It’s about owning the customer.
Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or…↗
Jul 6
BMSInvests — $ONDS
👀💎 Probably nothing once again..ah who am I kidding⁉️
Just one of the largest institutional holders of $ONDS (32.68M shares, 5.7%), Larry Hirsch, being the Chairman of t…↗
Jul 6
InvestmentGuru — Stocks on My Radar This Week
$SPCX for continued post-IPO accumulation
$TSLA as volatility creates swing trading setups
$NVDA as the AI leader
$MU with the memory supercycle thesi…↗
Jul 4
Black Panther Capital — JUNE 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE
> Long-Term Port: -21.33%
> Short-Term Port: -10.78%
YTD PERFORMANCE
> Long-Term Port: +50.07%…↗
Jul 4
CK Capital — $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…↗
Jul 4
Dillon Valdez — Alright $GOOG
This is pretty awesome https://t.co/ESnmBCVobr↗
PhotonBull — @menhguin For me, it would be $GOOG as a favourite, fundamentally I like $NVDA and $AAPL more than $MSFT and $META but I think they offer a better risk/reward here than NVDA and Ap…↗
Jul 1
Frenchie — $NBIS semble sous-évalué
Pour revenir factuellement sur ce qui s'est passé et pourquoi le lézard Zuckerberg fait pump $META mécaniquement au détriment de $NBIS
1. Les 90 dernier…↗
Jul 1
Nick Colas & Jessica Rabe (DataTrek) — Big Tech has scarcely contributed to the S&P’s YTD advance, responsible for just 1% of the index’s price return to date.
$MSFT has been the largest drag (-1.3 points), fully o…↗
Leandro — Estimates should be taken with a grain of salt but if ROIC for the hyperscalers is decent (no reason yet to think it’s not based on TPU/GPU pricing dynamics), this chart is very pl…↗
Jun 29
Leandro — 4/ Brains: the VLA model.
This is where differentiation compounds. Every deployed robot feeds the data flywheel — the closest thing in the body to a network-effect moat.
Nvidia's…↗
Jun 29
InvestmentGuru — Not all Magnificent 7 stocks are the same anymore.
The AI reset has created different risk-reward profiles across the group.
• $MSFT – High-quality AI and enterprise play with lo…↗
InvestmentGuru — 10 Best Stocks to Own Right Now
A conviction list built for this market. AI infrastructure. Memory supercycle. Fintech re-rating. Photonics bottleneck. Every name here earns its s…↗
May 30
Michael | Hypermarkets — It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (…↗
May 30
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
InvestmentGuru — 10 BEST GROWTH STOCKS TO BUY RIGHT NOW
$NVDA
→ Price: ~$165 | 52-week high: $212
→ Revenue grew 62% YoY last quarter, net income +65% 
→ Next stage: edge device penetration + sof…↗
InvestmentGuru — $GOOG - TurboQuant
Google’s latest breakthrough in AI memory compression is making headlines:
- Up to 6x reduction in memory usage
- Faster, more efficient AI models
- Lower inf…↗
Alphatica — BREAKING: Trump orders federal agencies to stop using Anthropic AI tech ‘immediately’
The Anthropic-Pentagon standoff is a market story, not just a political one.
The facts:
Def…↗
Feb 27
Black Panther Capital — 🤯THIS IS HUGE!
$ONDS added to WisdomTree’s NEW AI ETF.
And with an allocation on 2,6%.
More than $AVAV.
And alongside $GOOG $NVDA.↗
Feb 27
BMSInvests — $ONDS
🚨 NEW: Ondas have been included in WisdomTree’s new Physical AI, Humanoids and Drones ETF $WPAI!
$ONDS have been allocated 2.6% of the ETF, alongside heavyweights such as…↗
The AI Investor — $NVDA MC is just 15% above $GOOG ‘s while its FCF is 50% higher and growing at 50%
Yeah good observation↗
Jan 31
rubicon59 — $GOOG businesses do look more durable than $NVDA ‘s according to conventional wisdom. But things, they are a changing. I am keeping an open mind.↗
Jan 31
rubicon59 — $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. 🤷♂️↗
Jan 31
rubicon59 — $NVDA FCF surpassed $GOOG’s and is growing much faster.
Nick Colas & Jessica Rabe (DataTrek) — 1/2 US Big Tech – except $TSLA & $META – continues to have better earnings estimate momentum for calendar Q4 2025 & 2026 than the S&P 500 as a whole. The best performin…↗
Dec 30
Black Panther Capital — If I was new to investing, this would be my portfolio in 2026:
$IREN
$NBIS
$ONDS
$ZETA
$GOOG
$AMZN
$TSLA
$META
$ASTS
$RKLB
$OPEN
$KRKNF
$PATH
$HOOD
- 14 strong picks.
- Trending…↗
Daave “3 and 30” Tepper — @P_Remarks wut
google has multi-surface u/x for billions of users across a variety of apps and now the model to support integrated ai multimodal tooling
ChatGPT is a chat app for…↗
Nov 20
Daave “3 and 30” Tepper — YES, but
Oct: Anthropic ordered 1M TPUs from GOOGLE CLOUD
Nov: Anthropic receives $10 billion from $NVDA and $5 billion from $MSFT.
3 things:
1. TPUs competitive with GPUs
2…↗
Nov 19
Daave “3 and 30” Tepper — google's genius:
by not selling TPUs, google allows Nvidia to maintain high GPU pricing,
which in turn props up market price of inference.
google then captures that inferenc…↗
IvanaSPEAR — AI investments come in waves, and we think we are on the cusp of a new investment wave.
AWS is growing at a pace we haven’t seen since 2022 — reaccelerating to 20% YoY.” — $AMZN…↗
Oct 29
IvanaSPEAR — $GOOG - best positioned of the 3 CSPs. But some of this is already in the share price: NTM P/E has expanded from ~18x in July 2025 to ~24.5x today. Here are the key things we are w…↗
Oct 29
IvanaSPEAR — Earnings playbook 📖
$MSFT $GOOG $AMZN $META $AAPL
$NVDA GTC comments set the stage for tech earnings this quarter and '26.
Here is what we are 👀
-All eyes on capex – Azure, A…↗
Raging Capital Ventures — Our upcoming Ideas & Networking Conference in NYC on Thurs Oct 9th will feature a discussion about AI, cybersecurity, and defense tech with one of my oldest friends, Sumit Agarwal.…↗
Sep 23
Daave “3 and 30” Tepper — hysterics around this are misplaced. smells bad no doubt, this is a massive scale challenge exceeding any single company’s capital avail. Even hyperscaler $msft $goog $amzn will ru…↗
Sep 10
IvanaSPEAR — A new wave of AI investments is here — and the winners this cycle won’t look like the last.
The cloud, once dominated by $AMZN, $MSFT, and $GOOG, is shifting rapidly. Two dynamics…↗
August 2025 · 1 mention
Aug 5
Ben Pouladian — Amazon $AMZN Web Services may have pioneered the SaaS layer, but $NVDA based AI-first clouds are emerging and taking the lead
Amazon focused on in-house solutions, they’re losing…↗
June 2025 · 3 mentions
Jun 27
Ben Pouladian — History rhymes again: Just like Apple $AAPL leveraged Samsung to break free from Intel $INTC, now OpenAI joins forces with $GOOG Googles TPUs to escape Nvidia’s $NVDA GPU monopol…↗
Jun 15
KawzInvests 🦑 — @glaksmono @DividendDude_X Are you refering to them loosing their search monopoly?
Because even if $GOOG lose search monopoly, they're sitting on the most valuable AI training data…↗
Jun 12
Ben Pouladian — Zuck is quietly assembling the NBA superteam of AI. First the rumored Scale AI deal and now he’s poaching DeepMind’s Jack Rae and Sesame AI’s Johan Schalkwyk. Starting to feel less…↗
— @imariholt Fair point — and I completely agree, the average investor shouldn’t be running 20-30 positions. This portfolio exists for a specific purpose: to track, analyse and shar…
Anthony Pompliano 🌪 — Jordi Visser explains why he thinks Google’s Gemini model has fallen behind.
- Anthropic & OpenAI are fast, lean & focused
- Google is bloated & distracted
- Recursiv…↗
Jun 26
Black Panther Capital — Something is not adding up here? 🤫
Don’t own US Stocks… Okay….
I’ll sell my $IREN $NBIS $AAOI $RKLB $GOOG $MU $META $AMZN $SNDK if you say so….
…But let me first check your por…↗
Jun 26
Alphatica — $GOOG now up ~1% from last night’s post. You probably saw Fintwit posting about starting a new position in $GOOGL as well this morning. We will be off this platform soon along with…↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
Jun 26
Michael | Hypermarkets — This sell off started exactly on June 15th and if $SPY sells off 10%-20%
Be patient and add these 8 super stocks:
1. $MU — Blowout Q3 (EPS $25.11 vs $20.28 est), HBM/DRAM supercy…↗
Jun 25
rubicon59 — The OEMs like $AAPL and the near-monopolies like $GOOG should know what it is like to get fair value for one’s product. (Perhaps more than fair now for a while, but think of of th…↗
Jun 25
Ben Pouladian — Today 3 reports, one loop.
@OpenAI Codex study: work is shifting from chat to delegation—agentic tasks burn orders of magnitude more tokens (volume +14x YoY). Exponential View (@a…↗
Jun 25
InvestmentGuru — MAG 7 feeling pressure here
$AAPL
$GOOG
$MSFT
$TSLA
$NVDA
$META
$AMZN
All red today↗
Jun 25
InvestmentGuru — 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 =…↗
Jun 25
InvestmentGuru — $MU + $MRVL + $CRDO
The Three Pillars of AI Infrastructure You Want to Hold
THE MEMORY-TO-NETWORKING TRIO |
Every dollar flowing into AI data centers has to pass through these…↗
Jun 24
Alphatica — Google can’t pay because of Capex constraints? That is not the case but it’s interesting to see how this is developing.
Alphabet may lose two additional AI employees to Anthropic…↗
Jun 24
KawzInvests 🦑 — $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 Le…↗
Jun 24
Midas — Top 10 Trending Stocks on r/WallStreetBets according to @asymmetrix_xyz:
1) $MU
2) $WEN
3) $SPCX
4) $MSFT
5) $SNDK
6) $DRAM
7) $CRBS
8) $AMD
9) $NVDA
10) $GOOG
$WEN is already…↗
Jun 23
Zephyr — "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 d…↗
Jun 23
Anthony Pompliano 🌪 — 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…↗
Jun 23
Black Panther Capital — Here a short explanation of the dip:
Kospi closed down 9.99% today. Worst single session since early March.
The index tripped a circuit breaker around 2:33 in the afternoon Seoul…↗
Jun 23
InvestmentGuru — MAG 7 LOST LEADERSHIP — BUT THE SETUP IS MORE BALANCED THAN IT LOOKS
The selloff was real. $GOOG led it, with $AMZN, $META, and $MSFT all getting hit. But this wasn’t broad market…↗
InvestmentGuru — $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 Joh…↗
Jun 22
InvestmentGuru — Overnight trading shows some profit-taking across AI and mega-cap tech:
🔻 $SPCX -3%+
🔻 $AMD -2%
🔻 $MRVL -1%+
🔻 $NVDA -1%+
🔻 $TSLA -1%+
🔻 $GOOG -1%+
Meanwhile, memory stocks…↗
Jun 22
InvestmentGuru — WEEK AHEAD: PCE, GDP & MICRON EARNINGS
This week could be a major one for AI infrastructure, semiconductors, and the broader market.
Key Earnings
• $CCL – June 23
• $FDX – June 2…↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
rubicon59 — Not even disguising vendor financing as equity? Google can hardly afford any more. Sell more $goog stock?↗
Jun 21
Michael | Hypermarkets — In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.
Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:
1. Advanced packaging…↗
Jun 20
Michael | Hypermarkets — Leopold Aschenbrenner also owns 6% stake in $NBIS.
The chart is setting up for an explosion towards $400+ by end of 2026 then $700 by 2028.
$NBIS has secured multiple multi-bill…↗
Jun 19
Daave “3 and 30” Tepper — Jensen locked up the supply chain
$goog is kinda lol
$nvda $tsem https://t.co/6Cq59CH08X↗
Jun 19
Black Panther Capital — 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…↗
Jun 17
Midas — @asymmetrix_xyz $INFQ
$GOOG
$IONQ
If this helped you out, follow me for more.↗
Jun 16
BMSInvests — $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 comb…↗
InvestmentGuru — 10 STOCKS BUILT FOR THE LONG GAME
Not hype. Not momentum. Structural positioning.
$MU — Memory is the new oil. HBM3E demand from AI accelerators is just getting started. DRAM supe…↗
SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity:
Closed frontier AI world: A few giant power plants sell electricity to everyon…↗
InvestmentGuru — $GOOG
$SPCX SpaceX IPO at $1.75T = $110B+ gain crystallized on books↗
Jun 11
InvestmentGuru — $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 “Icefis…↗
Jun 11
NoLimit — A lot of people are dumping US stocks like $GOOG, $AMZN, $MSFT and $META to buy SpaceX tomorrow. https://t.co/GLwnwTpd1w↗
Jun 11
BULL OF BRITAIN — This is probably one of the most insane SAMSUNG proxy on the market.
$AMPG - AmpliTech Group
> $150M market cap
> Its radios are already installed in TELUS's new 5G network, sid…↗
Jun 11
InvestmentGuru — 10 Stocks Built to Create Generational Wealth
The AI infrastructure supercycle is rewriting the rules. Here’s where I’d position across the full stack — from the chip to the cloud…↗
Jun 11
InvestmentGuru — $MU — Best Buying Opportunity In This Market
$MU is sitting at the absolute epicenter of the AI memory supercycle, with HBM3E demand from hyperscalers accelerating faster than the…↗
Jun 11
InvestmentGuru — If you ask me for five stocks that still look like buying opportunities in this volatile market, my list would be:
$GOOG $CRDO $AVGO $ORCL $TSLA↗
Jun 10
Kevin Maro — Do not lose your shares.
$NBIS . $CRWV. $IREN. $AAOI. $CRDO . $LITE. $COHR. $NVDA. $AMZN. $GOOG. $RKLB. $ASTS. $HOOD. $SOFI.
Every single one of these will be dramatically highe…↗
Jun 10
Black Panther Capital — A lot of people are going to look at this cpi print today and decide the market is too complicated.
Too many variables. Too much macro. Too much uncertainty.
And then they are go…↗
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Jun 10
InvestmentGuru — My watchlist for the next meaningful pullback:
$CRDO
$AAOI
$GOOG
$MU
$NOK
$MRVL
$NBIS
$OKLO
$RKLB
$IONQ
Not chasing strength here.
Patiently waiting for volatility to create bet…↗
InvestmentGuru — If the market gives a pullback opportunity, these are the names I would be watching closely for accumulation:
$CRDO $AAOI $MRVL $GOOG $NOK
All of them sit in strong structural th…↗
Jun 9
JC Investing — POV: you realise $GOOG is worth $4.5T and make $130B a year and $MU is going to make $120B in FY2027 https://t.co/GA3i76amz5↗
Daave “3 and 30” Tepper — 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 ac…↗
Jun 9
Michael | Hypermarkets — 2 years ago, I called out $IONQ at $7 it spiked 1000% to $70+
This year, President Trump put $2 billion on more quantum stocks.
Here's 6 stocks exactly like $IONQ:
1. $RGTI — Ri…↗
Jun 9
InvestmentGuru — Best Top 10 stocks in market, IMO
🔹 $MU – Memory & HBM leader
🔹 $MRVL – AI networking and custom silicon
🔹 $AAOI – Optical connectivity beneficiary
🔹 $CRDO – High-speed AI in…↗
Jun 9
Michael | Hypermarkets — 4 Reasons CPI is Most Likely Coming in Hot
1. Tariff pass-through hit in May
The US-China 90-day truce was announced mid-May, but the prior tariff wave (April–May) already force…↗
InvestmentGuru — Today’s market showed encouraging resilience as buyers stepped back into AI and semiconductor names after Friday’s sharp selloff. The Nasdaq led the recovery, small caps participat…↗
Jun 8
JC Investing — Owning index funds will NOT make you rich
They’ll make you comfortable
Since 2021:
$NVDA +1400%
$MU +1000%
$AMD +400%
$GOOG +250%
S&P 500: +100%
Indexes WON’T change your…↗
Jun 8
Black Panther Capital — The Anthropic IPO math literally breaks the stock market 🤯
2 years from now. 2028. Anthropic could potentially be bigger than SP500 and Nasdaq combined.
Read that again. COMBINE…↗
Jun 8
Black Panther Capital — Jensen Huang walked onstage and called $MRVL the “next trillion-dollar company.”
The stock moved 32% in a single session. $56 billion in market cap. One afternoon.
Everyone aske…↗
Jun 8
NoLimit — $INTC just ripped 12% on reports that $GOOG and $NVDA are evaluating it as a backup foundry. https://t.co/PA7weKUeyk↗
Jun 8
Alphatica — JUST IN:
NVIDIA and Google among AI chip manufacturers evaluating Intel as potential backup to TSMC for advanced chip manufacturing.
$INTC $GOOG $NVDA↗
Jun 8
InvestmentGuru — 10 Stocks I’m Concentrating In Right Now
1/ $MRVL — Marvell Technology
Custom ASIC + co-packaged optics architect for the hyperscaler era.
1.6T interconnects are MRVL’s runway.
G…↗
Gaetano — So much is happening
We've got:
> $META and $GOOG Financing news
> Memory / Korea concerns
> $AVGO selloff
> $MRVL earnings
> SpaceX IPO + compute
> Rates + hike concerns
> AI re…↗
Jun 6
Daave “3 and 30” Tepper — @rosyprosperity I haven’t following $goog finance strategy closely, so disco this
But if they haven’t already moved to GPU conduit finance, they will
For ever 10bn equity raised…↗
Jun 6
Michael | Hypermarkets — CEO $TSLA Elon Musk tweeted “Gamestonk!!” and $GME spiked 400%
Right now, he is saying $MU is the most important company in AI,
not $NVDA
not $AMD
not $GOOG
not $NOW
Perfect…↗
Jun 5
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, everything will be on sale.
Add these 16 stocks for the reversal of a lifetime:
1. $NOW — AI automates every enterprise workflow at scale
B…↗
Alphatica — DARK POOL SCANNER | June 4, 2026
+$1.64B dark pool buy. 462 prints ≥$5M. The lit tape bought all 8. The dark pool hedges $SPY -$2.43B. The pattern never breaks.
The lit tape prin…↗
Jun 4
Midas — Top 10x Stocks for 2025 (according to subreddit r/WallStreetBets):
Here you go:
$RKLB ($28.67): 294 upvotes
$RDDT ($178.40): 228 upvotes
$BBAI ($4.44): 173 upvotes
$RDW ($18.10)…↗
Alphatica — 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…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 3
Midas — Top 25 Darkhorse Bets for 2026 (according to r/WallStreetBets):
Here you go:
$RKLB ($28.67): 294 upvotes
$RDDT ($178.40): 228 upvotes
$BBAI ($4.44): 173 upvotes
$RDW ($18.10): 1…↗
Jun 3
JC Investing — @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 fo…↗
Jun 3
Alphatica — 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…↗
Alphatica — JUST IN:
Update on the Alphabet raise.
Monday it was $80 billion. This morning it priced at $84.75 billion. They upsized it.
The demand was strong enough that Alphabet added nea…↗
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 2
Midas — $INFQ
$QBTS
$RGTI
$IBM
$GOOG
Follow me if you want to see when I enter these companies.↗
Gaetano — 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 w…↗
IvanaSPEAR — We are very early in the Agentic Era build-out and it will be much larger than people expect. Here are 3 signs:
1️⃣ Boring stocks are surprising by 10-20% with step changes in or…↗
Jun 2
Leveraged Cat — Imagine $GOOG closes green for the week… would be a strong sign of confidence from equity markets in the ROI on AI capex
Not saying it’ll happen but if it does: infinitebid.exe
(…↗
Jun 2
InvestmentGuru — Morning Market Pulse
$GOOG raising $80B for AI infra — $30B public offering + $40B ATM + $10B Berkshire private placement. CapEx guided $180-190B in 2026, even higher in 2027. Buf…↗
Jun 2
Leandro — You can't simultaneously think that...
1. Google is overvalued/bubble
2. Issuing shares is a bad idea at current prices
Some people seem to hold both views which is amazing
$GOO…↗
Jun 2
Jason's Chips — $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↗
Jun 2
Kuppy — 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…↗
Jun 2
Jose Najarro Stocks — $NVDA $CRWV $MU $AVGO $GOOG
GOOGLE JUST TOLD YOU THAT YOU ARE NOT BULLISH ENOUGH ABOUT AI!! https://t.co/fSYsyW1zOF↗
Jun 2
Michael | Hypermarkets — In 1 year, $NBIS blew up 10x from $20 → $270.
Recently, Leopold owns 6% stake in it.
These 6 stocks under $30 can easily 10x:
1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B c…↗
Daave “3 and 30” Tepper — 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↗
Nick Colas & Jessica Rabe (DataTrek) — The Mag 7 are responsible for just 31% of the S&P 500’s YTD return of 10.7%. The biggest contributors: $GOOG (+1.2 points), $AAPL (+1.0 pt) & $NVDA (+1.0 pt). $MSFT saw a s…↗
Jun 1
PhotonBull — $DAIO came across my radar after they signed an acquisition that nearly doubles its revenue and could push them towards profitability.
The target is a semiconductor handling and p…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
— $SNOW 财报后盘后暴涨超30%。为何不怕AI杀死软件了？
收入34%，全年指引上调只是表面。市场真正重新定价的，是 Agentic AI 进入企业之后，谁能掌握数据、权限、治理和行动接口，谁就可能从“被 AI 吃掉的软件”，变成 AI 必须经过的控制层。
这正是我此前这篇文章的核心判断……
看懂它，也就看懂今晚 $SNOW 为什么涨。
AI 杀死的…
Michael Sikand 🦑 — Legendary stock picker @GavinSBaker ($4.1B AUM) dropped some insane bars on All In.
"If you look at the valuations for all these AI [plays], they just can't all be accurate."
"If…↗
May 26
Michael | Hypermarkets — This is straight from $SPCX S-1 filing on June 12 for $1.75 trillion.
Elon Musk will pay everyone 100x-200x times for investing in SPACEX.
Here's the playbook moment $SPCX goes p…↗
May 26
KawzInvests 🦑 — Memory is up almost 200%+ since the March TurboQuant $GOOG panic when everyone said the supercycle was over.
Classic Jevons paradox. In 1865, William Jevons noticed that more effi…↗
PhotonBull — China is escalating the AI war and you are bearish AI?
$NVDA $GOOG $ASML↗
May 26
BMSInvests — Still extremely interested in $HYPR
First FDA-cleared AI-powered portable MRI system with a massively expanding global TAM (200+ IP’s). Hospitals, surgeries, battlefield etc.
Gr…↗
May 25
InvestmentGuru — @m23nyc $NVDA is there $GOOG not in long term portfolio it’s in TFSA↗
May 24
PhotonBull — Only just saw this but @GMHikaru made a new YouTube video focused on stocks yesterday
He showed a mock portfolio and provided his reasoning for each move he made
Here is the ful…↗
May 24
Michael | Hypermarkets — $NVDA is up 500,000% since its IPO in 1999.
$10,000 would be $50M doing nothing all but holding.
SPACEX, OPENAI, ANTHROPIC are all going public now.
Here's how I'm playing each…↗
May 22
Michael | Hypermarkets — President Trump knows US is 90% behind China in quantum technology.
China already invested $30B in quantum. The US just $2B.
So now he is catching by buying:
1) $IBM → $1B
2) $G…↗
Jerry Capital — "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…↗
Michael | Hypermarkets — $SPY will crash 10%-20% in this year (again).
It'll be painful when $SPY sells off from $750 towards $650.
Here's 9 stocks to add for 10x-20x gains:
1. $NOW buy zone $80-$85.
A…↗
May 19
Daave “3 and 30” Tepper — 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…↗
May 18
PhotonBull — 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 t…↗
May 18
Jerry Capital — Waymo Total California Trips $GOOG https://t.co/6Kvz5AGEEq↗
May 17
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
InvestmentGuru — 5 STOCKS BUILT TO LEAD THIS MARKET
The names institutions are watching. The names retail is sleeping on. Here’s why these five aren’t just holdings — they’re market leaders in the…↗
May 16
InvestmentGuru — One AI Supercycle -
10 Layers. 10 Tickers.
Layer 1 — Power | $BE
A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the inter…↗
May 16
Michael | Hypermarkets — These 5 stocks should 100%-400% by holding it until 2030-2035:
1. $GOOG — analyst consensus strong buy, avg PT ~$600, with bulls targeting $550. I used $550 as a 2030-horizon bull…↗
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
InvestmentGuru — 0DTE Watch — If Market Bounces Today, It’s monthly OPEX Friday. Futures red. Inflation fear. But dip buyers have shown up 7 weeks straight. If the bounce comes — here’s where the 0…↗
May 15
Jerry Capital — Some loser to me in 2004
"No no if you assume those growth rates for $GOOG it'll be a bigger market cap than the GDP of almost every country in the world."
Me.. https://t.co/Sse…↗
Michael | Hypermarkets — 4 investing skills you need to know until 2030:
1. buy dips on strong companies only $TSLA $NVDA $MU $AAPL $GOOG $AAPL $AMD
2. recoveries will be V-shape bounces
3. all sell-off…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH
→ Jan 2025: $1B ARR
→ Dec 2025: $9B ARR
→ Apr 2026: $30B ARR
That’s a 30x in 15 months.
One analyst is now projecting $100B by end of…↗
AlmaCap — How im playing the blokcbuster IPOs.
$CBRS – yes
$SpaceX – no
$Anthropic – no
$OpenAI – no
$CRBS: Nvidia competitor for inference, new architecture, memory advantage (maybe), Ope…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
Black Panther Capital — Colleague at lunch today going on about how he finally bought $NVDA .
Said it like he discovered fire.
I nodded. Asked how it was going. He said he was up a bit, felt good about…↗
Nick Colas & Jessica Rabe (DataTrek) — 1/2 $CAT has a much higher forward PE ratio than $NVDA, $TSM, or $GOOG (38 vs 25 – 29x), making it perhaps the most surprising AI trade of the last 12 months...↗
May 7
InvestmentGuru — $GOOG was $318 and now $400 Premarket and not done IMO↗
May 6
Nick Colas & Jessica Rabe (DataTrek) — At the end of 2019, the Tech sector was 23% of the S&P 500, and that doesn’t include $AMZN (Consumer Disc) or $GOOG/ $Meta (Communications).
Now, Tech is 35% of the index and,…↗
Jerry Capital — Don't forget advertising is cyclical $GOOG↗
May 6
Daave “3 and 30” Tepper — 10,000%
who does the recurring profit margin and efficiency gains accrue to?
First order installed compute
$nbis $crwv $orcl $msft $goog anthro and oai
second order the companie…↗
May 5
Tigris 会讲课教授是好老师 — Claude又出10 个面向金融服务的 agent 模板，走的和OpenAi还在发布最新模型5.5不一样的路
Claude 全面进入高附加值金融白领日常工作流
过去 SaaS 公司卖的是一个个 workflow 页面。现在 Claude 说，我直接进入你每天打开的 Excel、PPT、Word、Outlook，替你完成一段金融工作。
这不是聊天工具……↗
May 3
Puru Saxena — ChatGPT losing share, Gemini the big beneficiary
$GOOG #AI https://t.co/d3VR8Uu0qv↗
JC Investing — POV: it’s 2028
$MU is at $2,000
$NVDA is at $500
$GOOG is at $700
And you’re still sidelined because you thought the AI top was in 2026 https://t.co/kQwEHieOsi↗
May 1
Tigris 会讲课教授是好老师 — 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…↗
Black Panther Capital — $AMZN reported EPS: $2.78 vs $1.64 expected. AWS grew 28%, fastest in over three years.Fine.
But here is what the financial media is not saying:
CEO Andy Jassy said AWS revenue w…↗
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Apr 30
rubicon59 — $GOOG sure raised a lot of debt this quarter & halted stock repurchases as capex is fast closing on operating cash flows.↗
Apr 30
Jason's Chips — I guess the same logic applies to $GOOG then? But from what I've seen, they haven't shipped anything meaningful in terms of frontier model and agentic and coding in a while.
It wo…↗
JC Investing — POV: you’re a MAG 7 investor right now
$GOOG beat +22% YoY
$AMZN beat +17% YoY
$MSFT beat +18%
$META beat +30% YoY https://t.co/krd1HKYqx6↗
Apr 29
Ben Pouladian — 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 modelin…↗
Apr 29
rubicon59 — $GOOG earnings are nearly flat YOY (san one-time items). But Mr. Market likes.↗
Apr 29
Jose Najarro Stocks — $NVDA $AVGO MORE MONEY FOR AI CHIPS FROM $GOOG $GOOGL FOR 2026 & 2027!!!
"Moving to investment, we are updating our full year 2026 CapEx guidance range to $180 to $190 billion, up…↗
Jose Najarro Stocks — $GOOGL $GOOG $AVGO $NVDA TPU UPDATE!! ANTHROPIC IS ABOUT TO GET MORE COMPUTE
"we will begin to deliver TPU hardware to a select group of customers in their own data centers.
We ex…↗
Apr 29
Jose Najarro Stocks — $GOOGL $GOOG $AVGO $NVDA TPU UPDATE!! ANTHROPIC IS ABOUT TO GET MORE COMPUTE
"we will begin to deliver TPU hardware to a select group of customers in their own data centers.
We ex…↗
Apr 29
Midas — I called $GOOG at $172 and it just hit ATH.
I made a list of “Top 10 Stocks” on Nov 2024 and every stock has went up 3x or more.
I’m posting a new list for 2026.
Many will regr…↗
JC Investing — How does everyone think earnings tonight is going to go?
$GOOG $META $MSFT $AMZN↗
Apr 29
InvestmentGuru — $MU
$MSFT
$GOOG
$TSLA
$TTD
Better setup in this market↗
Apr 29
InvestmentGuru — $MU $MSFT $GOOG $TSLA $META
Strong setups in this market.
Leaders remain leaders for a reason, and healthy pullbacks often create the best opportunities. any meaningful pullback i…↗
Nick Colas & Jessica Rabe (DataTrek) — 2/3 ...Some names should show better profitability ( $AAPL, $MSFT & $META for 2026), while others face near-term margin pressure ( $GOOG, $AMZN & $META for Q1)...↗
Apr 28
Nick Colas & Jessica Rabe (DataTrek) — 1/3 Five S&P 500 companies worth 24% of the index report this week ( $AAPL, $GOOG, $MSFT, $AMZN & $META). Wall Street analysts’ outlook is mixed, with solid but uneven grow…↗
Apr 28
JC Investing — POV: you full port $SOFI for earnings on Wednesday instead of $AMZN $META or $GOOG https://t.co/BKSVJkrj46↗
InvestmentGuru — Market traded mostly sideways today with limited movement, but leadership stayed strong in tech. Winners on the day: $NVDA $GOOG $MU $SNDK and $INTC. Semis saw some pullback after…↗
Apr 27
Black Panther Capital — This is the week the AI trade either gets extended or gets questioned.
$GOOG, $AMZN, $META, $MSFT all report Wednesday night.
$AAPL Thursday.
Five companies. One week. Combined…↗
Apr 27
Jerry Capital — $GOOG SOTP optionality underappreciated at the lows https://t.co/7gng0urn4P↗
Jerry Capital — $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…↗
Apr 27
InvestmentGuru — BIG TECH EARNINGS PREVIEW
The most important week on Wall Street
$GOOG | Rev: $107B | EPS: $2.67
→ Google Cloud spotlight — 50%+ growth expected post $32B Wiz acquisition
→ Key qu…↗
Apr 25
Black Panther Capital — 👀 next week might be the most important week of 2026 for AI infrastructure investors.
$MSFT, $GOOG, $AMZN, $META all report earnings between April 29 and May 1.
combined, these f…↗
Apr 24
CK Capital — Holy shit wednesdays after hours and thursday market will be absolutely insane.
In 1 day you have these 4 major stocks reporting.
$MSFT
$AMZN
$META
$GOOG https://t.co/IWbzt32k…↗
InvestmentGuru — $AMD — Advanced Micro Devices is the #1 alternative AI GPU play and the story is just getting started. 2025 was a defining year: full-year revenue hit $34.6B — up 34% YoY — with no…↗
Nick Colas & Jessica Rabe (DataTrek) — 1/2 History suggests US Big Tech is oversold relative to the S&P & will likely outperform over the next 3-4 months. $NVDA, $META, $AMZN & $GOOG are emerging as near-ter…↗
Apr 21
InvestmentGuru — 5 AI Stocks. 1 Clear Winner for the Long Term.
$CRDO | $MRVL | $MU | $GFS | $GOOG
Here’s how they stack up 👇
$CRDO — Credo Technology
The most asymmetric bet in AI infrastructur…↗
Apr 20
Nick Colas & Jessica Rabe (DataTrek) — 1/2 While US Big Tech should post better earnings growth in Q1/2026 than the “S&P 493”, that edge disappears w/out $NVDA. But estimates for the “Mag 6” are all over the map. $T…↗
Apr 20
Black Panther Capital — The autonomous defense platform problem isn't compute.
It isn't communication. It isn't even power, though $AMPX is solving that too.
It's PERCEPTION.
You cannot put an autonomo…↗
Apr 20
Gaetano — Got more coming today!
1 - $MRVL / $GOOG Understanding the news (already posted)
2 - $NOK Pre-earnings watchlist + highlighting company positioning (posting at 1:00pm PST)
3 - E…↗
Jerry Capital — The only thing $GOOG needs to fear and $META stealing search share.↗
Apr 20
InvestmentGuru — 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 — owni…↗
Apr 19
Black Panther Capital — HOW I WILL PLAY THE NEXT MONTHS AND WHAT I EXPECT:
I want to touch on 5 important things:
1. First, I’m sad to see the lunch of $ASTS fail. I sold a while ago. “$Execution delays…↗
Apr 17
JC Investing — Prices by 2030 based of their avg returns
$SPY $1200 (13% / yr)
$TSLA $1770 (37% / yr)
$NVDA $2550 (71% / yr)
$GOOG $948 (24% / yr)↗
Nick Colas & Jessica Rabe (DataTrek) — The Nasdaq is up +15.5% to the S&P’s 10.7% advance off the recent bottom.
Within US Big Tech, the best performers off the lows have been $AVGO (+35.2%), $META (+25.2%), $AMZN…↗
Apr 16
InvestmentGuru — $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 mul…↗
Apr 15
AlmaCap — Didn’t open Ai and Amazon just sign a 100bn dollar agreement for compute?
This absolutely is a trend and the reason why Nvidia is losing multiple
They’re still best in class. Som…↗
Apr 15
Jerry Capital — Gemini integrates well with the committees existing tools $GOOG↗
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 13
Jerry Capital — Wouldn't waste my time using model cos that have cash flow problems. Anthro and OAI. Fool me once. $GOOG↗
Apr 13
InvestmentGuru — Overnight markets flashing risk 👇
U.S. futures slipping while oil surges on fresh Middle East tensions and a potential Strait of Hormuz blockade.
Energy ripping
→ $OXY +8%
→ $XO…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Alphatica — Anomaly Obituary: The Overnight Drift Is Dead.
We studied 22 years of S&P 500 data across 500 stocks and split every trading day into two sessions: close-to-open (prior day's 4 PM…↗
Apr 8
Jerry Capital — "When the cloud became viable, people thought on-premise IT was dead overnight and every legacy company would collapse. Instead, Microsoft and Amazon just made a killing selling th…↗
Apr 8
InvestmentGuru — Know Your Charts, Know Your Edge.
Most traders lose because they chase everything. The edge? Master a few names cold.
$MSFT , $GOOG , $META , $MU , $AMZN and $SPY
These aren’t r…↗
InvestmentGuru — $MU
$TSLA
$GOOG
$AMD
$AAOI
Some of my favourite setup tomorrow↗
Apr 8
InvestmentGuru — Overnight markets are ripping 🔥
Ceasefire news easing geopolitical tensions has flipped sentiment fast — risk is back ON.
🚀 Tech leading:
$TSLA, $AMD, $META +4%
$NVDA, $GOO…↗
Nancy Pelosi Stock Tracker ♟ — This is suspect
John Fetterman (D) just bought Micron $MU in late March
Micron received $6.165B from the CHIPS Act, which is the largest award in the program
Fetterman sits on t…↗
Apr 7
Jerry Capital — "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 prote…↗
InvestmentGuru — $PATH — UiPath Is Becoming the Brain of the Agentic Enterprise
Most still see UiPath as just an RPA bot company. That story is outdated.
The Shift
→ UiPath is evolving into a full…↗
Apr 1
JC Investing — How much you’d have now if you invested $10,000 10 years ago.
$VOO - $41,000 (15% Annualised)
$GOOG - $70,000 (20% Annualised)
$QQQ - $82,000 (23% Annualised)
$AMZN - $85,000 (2…↗
Apr 1
Gaetano — I am quite proud of this one
$LITE $COHR $GOOG
https://t.co/IWXir1wD1E↗
— One Stock, One Sector Leader: The Names Driving the Future.
$NVDA — The backbone of the AI revolution. If AI runs on anything, it runs on Nvidia silicon. Data centers worldwide a…
rubicon59 — I was told $goog has run out of capex?↗
Mar 25
Tigris 会讲课教授是好老师 — 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 republi…↗
KawzInvests 🦑 — 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…↗
Mar 25
InvestmentGuru — $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, rede…↗
Raging Capital Ventures — @pradeeepk $GOOG won the web (in large part) due to their pioneering usage of cheap, Linux-powered white boxes which replaced expensive Sun boxes↗
Mar 20
JC Investing — The CAGR of some major companies since IPO 👇🏻
• Palantir $PLTR (2020): ~65%
• Tesla $TSLA (2010): ~42%
• Amazon $AMZN (1997): ~28%
• Nvidia $NVDA (1999): ~25%
• Meta $META (…↗
Mar 19
InvestmentGuru — Volatility Is Noise. Positioning Is Power.
High-Conviction Growth Watchlist
$NVDA — AI Chips / Infrastructure
$PLTR — AI Software / Analytics
$ZETA — AI Marketing Tech
$PATH — A…↗
Mar 17
Black Panther Capital — 2026 - 2035 explained simple:
$NVDA gives birth to a crazy GPU baby
Anthropic & Claude become its personality
$IREN builds it a home and playground
$NBIS sets up the nursery
$CRWD…↗
Mar 17
PhotonBull — $SOI (Soitec) was a great find by @aleabitoreddit.
But nobody talks about WHO they're actually selling to.
Big names like Apple, Broadcom, Google, Samsung, Starlink.
These are s…↗
Mar 17
Daave “3 and 30” Tepper — sounds like Anthropic and now chat ceding consumer to Gemini
Guess search isn’t dead after all
$goog↗
InvestmentGuru — Quantum Computing could become a $1T industry over the next two decades.
Quantum computers operate very differently from classical computers.
Instead of using bits (0 or 1), they…↗
JC Investing — @NotA_Bull $AMZN is a solid choice for a long time mine was $TSLA I’ve got a very healthy bag of that now, so rotating my focus on $AMZN $NVDA $GOOG↗
Mar 10
Alphatica — ALPHATICA INDUSTRY ROTATION RADAR
S&P 500 · 40 Days · Daily RS vs SPY
Software stocks are down 21% YTD. The $IGV is 29% off its highs. So why is our rotation radar showing Softwar…↗
Mar 10
JC Investing — If you have $250,000 to invest today
A) $TSLA
B) $NVDA
C) $GOOG
D) $TSM
Which one are you choosing?↗
Mar 10
Jerry Capital — @RahulCapitalLLC I think $GOOG $META and $AMZN are better longs right now. I only have 1% in $MSFT.↗
Mar 7
JC Investing — How much you’d have now if you invested $1,000 10 years ago.
$VOO - $4,100 (15% Annualised)
$GOOG - $7,000 (20% Annualised)
$QQQ - $8,200 (23% Annualised)
$AMZN - $8,500 (23% An…↗
Mar 7
InvestmentGuru — From AI to Space to Clean Energy — 25 Stocks You Need on Your Radar
$NVDA – AI Hardware
$PLTR – AI Software
$AMZN – Cloud / E-commerce
$META – Social Media
$CRWD – Cybersecurity
$…↗
Mar 6
Black Panther Capital — @itschrisray A lot of in and out, snatching profit from; $RKLB, $NVDA, $PLTR, $EOSE, Quantum stocks, $GOOG, $IREN, $TSLA.
I swing trades a lot, while I was trying to build the por…↗
Mar 6
JC Investing — @GrindeOptions $TSLA of course, $NVDA $GOOG $AMZN↗
Mar 5
Michael Sikand 🦑 — $APP is up 23% since this post.
It was the easiest $$$ ever if you realized what was happening.
It's not a "software" company, yet its IGV inclusion (4.8%) was dragging it down a…↗
Mar 5
JC Investing — I’m opening a starter position in $AMZN today
This will be my 6th addition to my portfolio
Slightly more than I would like
The breakdown of my portfolio is as follows:
$TSL…↗
Mar 5
InvestmentGuru — Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…↗
JC Investing — What happened? I thought you all were monitoring the situation 😭
$HOOD $META $GOOG https://t.co/Td8wmHnFuR↗
Mar 1
InvestmentGuru — 20 High-Conviction Stocks to Watch on a Major Pullback
$NVDA – chips / AI Hardware
$SOFI – Fintech / Digital Banking
$IONQ – Quantum Computing
$OKLO – Clean Energy / Nuclear Tech…↗
Black Panther Capital — While $IREN, $NBIS, $CIFR, $WULF, $META, $GOOG, $AMZN & $MSFT build and scale their data centers.
The demand for copper is set to 6x.
Copper stocks to watch:
> $SCCO
>…↗
Feb 25
Michael Sikand 🦑 — I found a diamond in the software carnage.
$APP did $3.95B in free cash flow on $5.48B of revenue last year while growing 70% year over year.
But it's down from ATH of $700+ to…↗
Feb 24
Black Panther Capital — "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.
Le…↗
Feb 24
Paola Rojas 🐝 — $AMZN plans to invest $12 billion in Louisiana data centres.
The announcement joins $META $MSFT $GOOG and other tech giants heavily investing in AI-related infrastructure, and pai…↗
Feb 23
Alphatica — Last night Michael Burry called out $ORCL $GOOG $META $MSFT $AMZN $NVDA $CAT for "accounting tricks" and "consuming all cash flow."
We had our Earnings Quality Signal running on e…↗
Feb 23
Daave “3 and 30” Tepper — knowledge is being replaced by compute stop stressin
$nbis $goog $meta
If meta unleashes its training compute for inference meta to the moon. No position but do think they ought…↗
Feb 22
Tigris 会讲课教授是好老师 — 知识经济不是旧的房地产，不学习就会变成 AI 文盲。哪怕你曾经做对过一次史诗级空头。
这篇文章我用第一性拆解 $GOOG 它在 AI 时代的护城河正是旧搜索互联时代的网站数据来做训练token
同时分享左侧投资机会，如果 Cloudflare 真把“按爬取收费”做成行业收费站，$NET 会成为不被AI杀死的SaaS定价层。↗
Alphatica — @michaeljburry Valid question. Here’s the actual data.
THE CAPEX NUMBERS
2024 AI capex (Mag 7 + ORCL): ~$230B
2025 AI capex: ~$350B (projected)
2026 AI capex: ~$500B+ (guidance)…↗
Feb 20
Black Panther Capital — 👀 Nothing to see here. Move on…
$IREN total revenue growth: 168%
$NVDA peak annual total revenue growth: 126% (FY2024)
$TSLA peak annual total revenue growth: 83% (2018)
$PLT…↗
Feb 20
Nick Colas & Jessica Rabe (DataTrek) — US Big Tech companies like $GOOG, $AMZN & $META used to be asset-light businesses with ever-increasing cash flow margins. This year’s outsized CapEx spend on Gen AI marks the o…↗
rubicon59 — Everyone tries to factor $META and $GOOG crashing in on $APP ‘s turf. But who is modelling the opposite?↗
Feb 18
amit — TOP TEN STOCKS BOUGHT ACROSS LARGE MONEY MANAGERS IN Q4:
- $MSFT
- $AMZN
- $META
- $V
- $GOOGL
- $NVDA
- $GOOG
- $TSM
- $RKT
- $LYV
so the big guys are buying big tech but the ma…↗
Feb 18
Black Panther Capital — $IREN at $45: The setup everyone's missing while waiting for "The next deal".
Seeing so much impatience in $IREN replies lately.
Stock went from $70 ATH to $30, recovered to $45,…↗
Feb 18
JC Investing — Heavy Capex but no AI bubble?
I thought this was an interesting infographic🔋
The chart's core argument against an AI bubble:
Unlike the dot-com, today's spending is heavy but…↗
Feb 18
KawzInvests 🦑 — 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
S…↗
Feb 18
Jose Najarro Stocks — WHY IS $AMD STOCK DOWN AFTER $META & $NVDA NEWS?
I keep saying posts like -- "$AMD shouldn’t be down on this news" or "this partnership was always assumed"
There are 2 main reaso…↗
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 15
Tradable Astronaut — $GOOGL $GOOG
Bullish megaphone? $300 will be the line in the sand.
If it breaks below, watch out https://t.co/E9KHI3ZYzK↗
Feb 13
Jason Luongo — $2.5 trillion in market cap has been erased from the Mag 7.
$GOOG - $349 ATH -> $306 today
$AAPL - $289 ATH -> $260 today
$NVDA - $212 ATH -> $182 today
$MSFT - $555 ATH -> $401 t…↗
Gaetano — 🚨Let's talk about the state of AI Infrastructure
There were lot's of recent earnings + updates that give us insight into the AI trade
In this post I will specifically reference…↗
Feb 10
Tradable Astronaut — $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:/…↗
Feb 10
Leandro — Just published this!
$AMZN $GOOG $MSFT $META $AAPL https://t.co/UAg6JbvRCO↗
Feb 10
Raging Capital Ventures — @IntTradeNetwork I’m pretty sure you just saw peak capex guide with $AMZN / $GOOG.↗
Feb 10
Raging Capital Ventures — @dshephard @CharlesGoodnig1 Good thoughts, but I think it is likely that $GOOG and $AMZN capex guides might be “as good as it gets” for the AI spending parabola. Obv timing isn’t…↗
Black Panther Capital — 🚨RECESSION WARNING:
The latest job openings data just dropped.
Everyone’s panicking.
“Disaster levels.”
“Below 2001 recession.”
“Brace for impact.”
Let me explain why this i…↗
Feb 8
Black Panther Capital — 🚨THIS IS BS….
Everyone’s freaking out about market volatility, while they’re missing the biggest economic shift since the Industrial Revolution.
This isn’t a crisis. It’s revolu…↗
JC Investing — @GrindeOptions Solid choices really I’d have $GOOG in there too tbh↗
Feb 7
Raging Capital Ventures — Excited to share this interview with successful serial entrepreneur, Sumit Agarwal. Sumit discusses the latest AI developments with a focus on OpenAI, $GOOG, $AAPL and Cloudflare.…↗
Feb 7
Ben Pouladian — 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 implo…↗
Feb 6
unusual_whales — These unusual trades, which have netted upwards of $250 million in the last week, did not go unnoticed until after the fact.
$MSFT + $GOOG + $AMZN short call positions were noted…↗
Feb 6
Jerry Capital — I would highlight $GOOG employee base is basically the same since ChatGPT's launch even though their revenue increased by ~$120 Billion. However, capex almost became 4x during this…↗
Feb 5
Puru Saxena — Jeff Bezos doesn't see data centres in space for at least 10 years. Until then, the hyperscalers + neoclouds will have to do the heavy lifting.
$AMZN $CRWV $GOOG $MSFT $NBIS $ORCL…↗
unusual_whales — An unknown trader has made nearly $200 million (and counting) in the last week playing tech earnings.
This assumed single entity opened ITM short call positions on both $MSFT and…↗
Feb 5
Tigris 会讲课教授是好老师 — Winner’s curse is real. Burry won one war, then started seeing housing everywhere.
He hears “shorter useful lives” and thinks the asset is dying. That’s a housing reflex. Wrong ma…↗
Feb 5
JC Investing — This AI selloff is overblown and lacks legs to stand on.
$AMZN earnings today should mirror $META reaction, not $MSFT or $GOOG post earnings movement.
We’re very close to a NAS…↗
JC Investing — $GOOG really grow cloud 48% yoy????
And this shit is still down AH?! https://t.co/8BuBCdC0yc↗
Feb 4
Ben Pouladian — 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 compresse…↗
Feb 4
Jose Najarro Stocks — WHAT KEEPS $GOOG $GOOGL CEO UP AT NIGHT?
"On what keeps us up at night. Look, I think overall we've been on this AI first trajectory for over a decade now.
And it's it's it's wha…↗
Jose Najarro Stocks — $GOOG $GOOGL
Google Cloud continues to account for a larger share of the company's total revenue.
Most Recent Quarter Google Cloud = 15.5% of Total revenue.
"Google Cloud saw a…↗
Feb 4
Puru Saxena — $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…↗
JC Investing — What it’s been like having a tech focused portfolio this past week and half 🤣
If $GOOG misses earnings…. We’re cooked https://t.co/sVvl3x7gJj↗
Dillon Valdez — 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 ove…↗
Nick Colas & Jessica Rabe (DataTrek) — US Big Tech stock performance had no net effect on the S&P 500 in Jan. $AAPL, $MSFT & $TSLA cost the index -1.0 percentage point last month. Without them, the S&P 500 w…↗
Feb 2
Tradable Astronaut — $GOOG $GOOGL
What a clean chart https://t.co/PAtFZUjhg7↗
Jerry Capital — Smart
$GOOG trying to reduce switching costs from ChatGPT.↗
Feb 1
Black Panther Capital — I’m sitting at McDonald’s.
Suddenly all @investingluc social arbitrage post hit me.
Cup in hand. Straw in. No lid.
Nobody complains. Nobody notices. They drink it anyway.
At fi…↗
rubicon59 — I will just point out that $AMZN has ~4x more opex to cut from than $META $MSFT and $GOOG for similar-size operating cash flows.↗
Jan 30
Black Panther Capital — 👀MY 15 TOP PICKS FOR 2026:
Megacap:
$META
$GOOG
$AMZN
$AMD
$MU
Large cap:
$ASTS
$RKLB
$IREN
$NBIS
Mid cap:
$ONDS
$ZETA
$EOSE
Small cap:
$TE
$OSS
$KRKNF
Save it.
Note: Not fi…↗
InvestmentGuru — $AAPL, $GOOG , $MSFT, $META, and $SHOP could bounce strongly if the broader market recovers .↗
Jan 30
Tigris 会讲课教授是好老师 — Gemini in Chrome必须开。浏览器里直接挂一个 AI 助手，个人效率是质变。
最爽的是多页面联动分析比如做 $SNDK 最新财报，你可以同时开财报、会议纪要、历史指引和一致预期，让它一边对照一边算，一边总结一边抓“预期差”。
开启简单：Windows 桌面建快捷方式 不用 VPN
把下面这一行copy进去就行
"C:\Program Fi…↗
Jan 29
Tigris 会讲课教授是好老师 — @jjames604 Not the same movie. $GOOG was a narrative. $MSFT is math. Satya’s “agents” pitch is literally de-intermediating the stack and it’s own saas seats are the first thing to…↗
Black Panther Capital — I'm not sure I'll be popular for saying this:
$IREN could 20X in the AI era.
$IREN IS the MOST undervalued powerhouse fueling AI's energy hunger.
Bookmark if you're serious ab…↗
Jan 25
Black Panther Capital — 🚨 WE’RE NOT BULLISH ENOUGH!
56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY.
Spend 45 seconds watching this clip, and you’ll know why.
1. $CIFR has a…↗
JC Investing — @FiscalChirp Really solid top 5, if move SOFI for $NVDA or $GOOG and just have those five holdings personally↗
Jan 24
InvestmentGuru — The goal isn’t just chasing returns—it’s about strategically positioning for the next wave of innovation and growth.
$TSLA entry $225.55
$NVDA entry $131.18
$AMZN…↗
Nick Colas & Jessica Rabe (DataTrek) — Our recent Capital Markets Outlook Survey found that almost two thirds (63%) of respondents chose either $GOOG (38%) or $AMZN (25%) as their pick for the top performing Mag 7 stock…↗
Jan 19
Chris Ray — Great documentary about AI that you can stream on Prime.
🎥 The Thinking Game
Lowkey makes me even more bullish on $GOOG (don’t own any). https://t.co/n9u8WBsWjX↗
Jan 18
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
In this update, I'll cover:
1. The two positions I've sold from my LT portfolio.
2. The new positions I've added to my LT portfolio.
3. The new p…↗
Jan 15
Black Panther Capital — 🚨TECH LEADERS KNEW THE AI ERA WAS INEVITABLE FOR OVER 15 YEARS:
“In the early days of Google Deepmind in 2010, they talked about a 20-year timeframe to achieve AGI.”
$TSMC crus…↗
Jan 15
InvestmentGuru — Cybersecurity Sector Headwind
Reuters reported (Jan 14, 2026) that Chinese authorities have instructed domestic companies to stop using cybersecurity software from multiple U.S. a…↗
Jan 14
Chris Ray — @RKLBMan @ashleevance Awesome write up as always man. I’ve always had $PL on my watchlist but never did more than surface level due diligence. It seems more interesting than I orig…↗
Jan 14
Jose Najarro Stocks — $META
Stock is below $630 and is probably one of the most hated MAG7s right now to the market, but it's actually one of my favorites (outside of you know who😜)
Now, Meta recentl…↗
Jan 13
Tradable Astronaut — $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 t…↗
Jan 13
Tradable Astronaut — $GOOG $GOOGL
MASSIVE Put Seller $12.8M📈 https://t.co/vSVLTgjA2C↗
Black Panther Capital — @retail_mourinho @AnishP144 Haha me too man. I was researching this in the weekend. I was not fast enough man 😂
Still considering selling $GOOG and $HOOD to make a major position…↗
Jan 12
Black Panther Capital — @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↗
Jan 12
Black Panther Capital — Current portfolio and price targets for 2026:
$TE - $16
$IREN $100
$NBIS $180
$CIFR - $44
$ZETA - $38
$ONDS - $40
$ASTS - $160
$HOOD - $160
$GOOG - $400
$KRKNF - +$10
All positio…↗
Jan 12
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
The market continues to swing wildly on sentiment, but the bottlenecks in compute power, reliable energy, global broadband access, and artificial…↗
Jan 12
Black Panther Capital — 👀 PRE-MARKET ACTIONS:
The Queen $IREN is GREEN 🟢
🔴 $TE -0,07%
🟢 $IREN +1,08%
🔴 $NBIS -0,93%
🔴 $CIFR -0,04%
🔴 $ZETA -0,25%
🔴 $ASTS -2,21%
🔴 $ONDS -0,13%
🔴 $HOOD -1,83%
�…↗
Jan 11
Tigris 会讲课教授是好老师 — Receipts:
Nov 2025 Chinese note where I framed $GOOG in the 300-330 zone and mapped the upside path to 450/5.5 T value.
The tape just confirmed the range.
The thesis still depe…↗
Jan 11
Tigris 会讲课教授是好老师 — 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 A…↗
Jan 11
Tradable Astronaut — Notable Flow from Friday
$NFLX $110/$140 C Debit 8/21/26 $9M
$NFLX $110/$130 C Debit 8/21/26 $20M
$NVDA $200 C 2/13/26 $1.7M BTO
$GOOG $327.5 P 1/23/26 $5.8M BTO
$PSKY $14/$15…↗
Jan 9
Tigris 会讲课教授是好老师 — $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…↗
Jan 9
Black Panther Capital — ⚡️JUST IN:
$GOOG is now the second-most valuable company in the world.
1. $NVDA - $4,5T
2. $GOOG - $3,94T
3. $AAPL - $3,82T
4. $MSFT - $3,55T
5. $AMZN - $2,61T
6. $TMSC - $1,64T…↗
Jan 9
Black Panther Capital — @TacticzH Exactly WHY I’m invested in $GOOG this is so underrated.↗
Black Panther Capital — A year ago I had 24 stocks in my portfolio.
The past year I’ve sized down and concentred my portfolio to around 8-10 stocks in my portfolio.
More volume, bigger gain.
I have als…↗
Jan 9
Black Panther Capital — 👀 PRE-MARKET ACTIONS:
Looking better than expected. Let’s see what the day brings us and turn out.
What do you expect today?
🟢 $TE +2,06%
🟢 $IREN +0,22%
🟢 $NBIS +1,03%
🟢 $C…↗
Jan 8
Tigris 会讲课教授是好老师 — 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 p…↗
Jan 8
Jerry Capital — $META vs. $GOOG spread blowing out 6% YTD already↗
Black Panther Capital — I'm tired of hearing that "everything is the most expensive ever" or "it's all at ATHs." It's not a bubble. It's simple:
Look at these tech leaders:
$TSLA → Back to all-time highs…↗
Black Panther Capital — Just a friendly reminder for the community of:
$TE
$IREN
$CIFR
$NBIS
$ZETA
$ASTS
$ONDS
$KRKNF
$HOOD
$GOOG
Nothing has changed the past 2 days. You can relax.
Know what you hold.…↗
Black Panther Capital — This portfolio printed me a high monthly income on the first 2 trading days:
$TE
$IREN
$CIFR
$NBIS
$ZETA
$ASTS
$ONDS
$HOOD
$GOOG
$KRKNF
Reminder: get in when others doubt, not af…↗
Jan 6
Black Panther Capital — I honestly to my core believe these stocks will make me a millionaire:
$TE
$IREN
$CIFR
$NBIS
$ZETA
$ASTS
$ONDS
$HOOD
$GOOG
$KRKNF
Timeline: 2-3 years. 2-3x.
Not financial advice…↗
InvestmentGuru — $TSLA vs $NVDA vs $GOOG (Waymo)
Autonomous is getting interesting here,↗
Jan 5
Nick Colas & Jessica Rabe (DataTrek) — The most significant Big Tech names to S&P performance in 2025 were $GOOG (adding +3.1 percentage points) and $NVDA (+2.8 points). Of the 7 names, these were the only ones to o…↗
Black Panther Capital — @5xCap Yes, I always do DD. But I also trade based of several factors such as; fundamentals, trend, future, potential, macro and sentiment.
I was early in $IREN (since 19) and $CI…↗
Black Panther Capital — Jon Gray is President and Chief Operating Officer of Blackstone Inc.
“What is the main thing? It’s AI. This is the BIG thing.”
“It started with this massive investment boom, whic…↗
Jan 3
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
Market leadership in 2026 will belong to companies with scale, cash flow, and real AI leverage — not hype.
From $NVDA, $MSFT, $GOOG,…↗
Jan 3
Daave “3 and 30” Tepper — 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…↗
Jan 3
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
Entering 2026, the AI infrastructure and energy names have continued their volatile ride, yet the underlying bottlenecks in power and compute rem…↗
Tigris 会讲课教授是好老师 — 2026 AI isn’t a compute race. It’s a delivery race: packaging plus memory, or you don’t ship.
That $GOOG TPU v8 roadmap isn’t valuable because of the labels, the node, or the HBM…↗
Black Panther Capital — AI isn’t over, it’s just starting.
$CIFR, $IREN, $NBIS trading like bankrupt but with $MSFT, $META & $GOOG deals.
5x potential minimum. Thoughts?↗
Jan 1
Black Panther Capital — @TheLongApe It’s that will happen. It’s because the tech-market will tear. Then $OPEN will go to 2-3$ also. $GOOG has a very strong support around 280.↗
Jan 1
Tigris 会讲课教授是好老师 — 2025送给赢麻了人，大盘标普16.5%纳指21.6%，最好的策略三个字“Buy the Dip”
反复All in/All out抓波段大空头之类的，反复被打脸，输不在智商，在情绪，在认知：
因为他们拿着旧地图走进“新时代”。2026呢？也是三个字“Audit the Cash”
首先活着才有资格谈“复利”，不但是上万亿capex巨头也是投资者
回…↗
Black Panther Capital — ONE stock to hold the rest of your life, which stock would you pick?
$IREN
$NBIS
$CIFR
$META
$GOOG
$AMZN
$AMD
$MSFT
$NVDA
$PLTR
$HIMS
$NVO
You name it. What’s your life-long pick…↗
Dec 29
InvestmentGuru — $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.↗
Black Panther Capital — Everybody on FinX will have more wealth in 2-3 years time if you just;
- hold
- show patience
- have conviction
- don’t sell in panic
No matter what you have in your portfolio;
$…↗
Black Panther Capital — 📣 OFFICIAL ANNOUNCEMENT:
I’m proud to announce that as of today I’ve become partially owner of 8 multibillion dollar companies.
$TE
$IREN
$CIFR
$NBIS
$ONDS
$GOOG
$HOOD
$OPEN
Fo…↗
Dec 26
InvestmentGuru — Large cap is holding better than small cap stocks.
$AVGO
$NVDA
$AMZN
$AAPL
$UNH
$CRWD
$GOOG↗
Tigris 会讲课教授是好老师 — $NVDA “$20B Groq acquisition.”?
Wrong headline. One buy side question: acquire what, exactly? The company? The cloud? The customers?
The only asset that actually matters: the ab…↗
Dec 24
Black Panther Capital — 🚨Friendly reminder;
→ US close at 1:00 p.m. ET on Dec. 24
→ Fully closed Dec. 25.
→ Reopen normal hours Dec. 26.
Merry Christmas & Happy Holiday 🎄
👀 Pre-market Action:
🟢…↗
Dec 24
InvestmentGuru — $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…↗
Dec 24
InvestmentGuru — $GOOG
$PLTR
Both strong looking stock in market↗
Dec 24
InvestmentGuru — Still holding this one , $GOOG strong setup here https://t.co/vm1xOBiAKZ↗
Dec 23
Ben Pouladian — 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…↗
Jerry Capital — Alphabet said on Monday it would buy data center and energy infrastructure provider Intersect for $4.75 billion in cash $GOOG
https://t.co/Jx13dakFBO↗
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
$NVDA — The backbone of the AI revolution. Dominates data-center GPUs, CUDA ecosystem, and AI networking. Pricing power and demand v…↗
Dec 20
InvestmentGuru — 💎 The 7 Magnificent: Tech Titans Leading the Market
$NVDA • $TSLA • $GOOG • $META • $AMZN • $MSFT • $AAPL
These 7 tech giants together represent nearly $22 trillion in market ca…↗
Dec 20
Black Panther Capital — @NighthawkTradez All three; $IREN, $NBIS, $CIFR.
We have to stop the bitch fight between $IREN and $NBIS, and begin to look in it another way. NONE of them can provide the energy…↗
Dec 19
Black Panther Capital — 🤑PART 2: PORTFOLIO UPDATE AND INSIGHTS - MARKET POINTING TO GENERATIONAL WEALTH
A couple of days ago, I posted my allocations, and it went somewhat viral.
Some cheers, some bash…↗
Dec 19
Black Panther Capital — Pre-market Action:
🇯🇵Japan Interest Rate raised with 0,25 to 0,75%. Looks like market has priced it in. Let’s see when market opens.
👉 Later today I’ll post a write-up that’s…↗
Dec 18
Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...While the correlation between the S&P and average of $NVDA, $AAPL, $MSFT, $AMZN, and $GOOG has risen since 2010, it is still far less than the Tech sector as a whole.↗
Dec 17
Midas — BREAKING 🔥
Bitcoin mining company $HUT partners with $GOOG to back a $7 billion data center lease.
And you are bearish on $IREN. https://t.co/k6zNA0jb4F↗
Lando — Imagine explaining to your kids one day:
"I sold $CIFR and $IREN to bet against the AI industrial revolution and infrastructure shortage the US had."
"I believed Google, Amazon…↗
Daave “3 and 30” Tepper — If you’re short this, you lack any imagination whatsoever
Gen AI about to go exponential
$nbis $wdc $stx $acmr $sndk $nvda $goog $dis↗
— AI trade just got a second wind.
Google dropping $40B on new TX DCs plus Berkshire quietly loading up on $GOOG is the tell.
Buffett doesn’t chase hype, he moves when the cash fl…
Daave “3 and 30” Tepper — Microsoft has announced they too are pursuing superintelligence
All models in all verticals
And you’re bearish?
$goog $nbis $sndk $cien $wdc $acmr↗
— Imagine if Goldman Sachs “auto deleveraged” your $GOOG or $MSFT position at cents on the dollar in after hours trading because it irresponsibly extended crazy leverage to other par…
Nancy Pelosi Stock Tracker ♟ — Just in: Rep. Cleo Fields went on a buying spree
He disclosed up to $1.7M worth of stocks he bought throughout September.
Including $AMZN, $AAPL, $QCOM, $GOOG, & more
Most notab…↗