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
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…↗
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
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…↗
May 2026 · 59 mentions
May 31
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…↗
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…↗
Apr 30
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
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…
March 2026 · 17 mentions
Mar 25
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…↗
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 (…
February 2026 · 21 mentions
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 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…↗
Jerry Capital — @evrgn11112231 @chat_SBC $MSFT $GOOG $AMZN equal? or is that your rank
January 2026 · 2 mentions
Jan 24
JC Investing — @FiscalChirp Really solid top 5, if move SOFI for $NVDA or $GOOG and just have those five holdings personally↗
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…↗
December 2025 · 1 mention
Dec 12
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↗
November 2025 · 4 mentions
Nov 25
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…↗
Raging Capital Ventures — 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…↗
Oct 1
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…↗
September 2025 · 2 mentions
Sep 25
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…↗
June 2025 · 1 mention
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…↗
— $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…↗
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
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
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 3
Puru Saxena — ChatGPT losing share, Gemini the big beneficiary
$GOOG #AI https://t.co/d3VR8Uu0qv↗
May 1
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↗
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
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…↗
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…↗
Midas — My 2 most controversial opinions:
1) $MSFT is the next $GOOG
2) $GOOG is the next $NVDA↗
Apr 22
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…↗
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
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…↗
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)↗
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…↗
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…↗
Apr 8
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…↗
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…↗
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
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 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…↗
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 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…↗
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 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…↗
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…↗
Feb 5
JC Investing — $GOOG really grow cloud 48% yoy????
And this shit is still down AH?! https://t.co/8BuBCdC0yc↗
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…↗
Feb 4
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↗