PhotonBull — The $GOOGL Gemini falloff has been insane
Last year they were suddenly the best, everyone switched from ChatGPT to use Gemini instead
Now most people forgot it existed
ChatGPT,…↗
Jul 17
PhotonBull — Today was a reminder stocks are able to end green
Now here is the script for next week:
Monday: gap down to make everyone think it was a dead cat bounce and sell their stocks to…↗
Jul 17
PhotonBull — Most excited for $GOOGL and $INTC next week
How about you? https://t.co/rn4aBGbjaO↗
Jul 17
Alphatica — +$2.35B. $NVDA +$3.77B. Yesterday -$762M. Flipped. $QQQ +$369M. Yesterday $0 lit buys. Now bought. $GOOGL -$1.37B. $LLY -$538M. $MU -$30M. The unwind slowed to a stop. Weekly OPEX.…↗
Jul 17
Alphatica — @finxanalysts $GOOGL had a lot to do with the action today.↗
Jul 17
Nancy Pelosi Stock Tracker ♟ — Breaking: Rep. Dan Crenshaw is back on the trading desk
He just bought a 3x oil ETF $USOU
Along with selling $AMZN, $AAPL, $META, & $GOOGL https://t.co/R8Q4wi7orn↗
Jul 17
Alphatica — The dislocation we published is resolving in real-time.
MU: up. SNDK: up. The memory names with 53% earnings growth that were sold on supply, not fundamentals.
AAPL: down. GOOGL:…↗
Jul 17
Alphatica — SPY PRE MARKET ALERT | Friday July 17 | Monthly OpEx
Futures down 0.92%. The panic is loud. Here's what the data says underneath it.
YES, THE STRUCTURE IS WEAK:
The shock absorb…↗
Jul 17
Alphatica — @ny2nw The new Berkshire CIO will step in quickly. Would not be shocked to learn about it tomorrow or Monday/Tuesday. There was more anxiety than usual because of the comments Wars…↗
Jul 16
Frenchie — Concernant les semi-conducteurs le marché price plusieurs narratifs en même temps :
1. Rotation vers les hyperscalers
Les investisseurs semblent réduire le beta sur les semis pou…↗
Jul 16
Alphatica — DARK POOL SCANNER | July 16, 2026
-$4.76B net sell. Both tapes agree sell on seven names. $MU -$1.31B. $IWM -$615M. $SPY -$587M. $QQQ -$580M. $GOOGL -$545M. $NVDA -$521M. $TSM -$3…↗
Jul 16
Alphatica — -$3.97B. $QQQ -$1.04B zero lit buys. $SPY -$948M zero lit buys. $NVDA -$762M. $MU -$476M. $RIVN -$265M single print. $AAPL +$180M. The only buyer. Q3 week three.
$1.18B in buy blo…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
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
The Future Investors — $GOOGL Alphabet is down nearly 3% today after reports that Google has delayed Gemini 3.5 Pro once again 🧠 📉
The company is reportedly still improving the model before launch and…↗
Jul 16
Shay Boloor — $GOOGL delays the Gemini launch after the technology falls short of internal targets. https://t.co/m97hlPRaMm↗
Jul 16
Shay Boloor — $INTC and $GOOGL expand their strategic partnership to deploy Gemini Enterprise across Intel and accelerate its AI-driven transformation.
The deal deepens Intel's use of Google Cl…↗
Jul 16
Shay Boloor — $MSFT is training its sales teams to compete more directly with $GOOGL, OpenAI and Anthropic by positioning itself as the full end-to-end AI platform.
Microsoft argue rivals sell…↗
Jul 16
Evergreen Capital — I don’t know how much longer this market shakeout will last (semis names getting dumped), but I do believe AI capex fundamentals have undoubtedly strengthened over the last couple…↗
Jul 16
KaizenInvestor — @AaronComics Least? Probably $HIMS, $GOOGL and $MRVL↗
Jul 16
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Alphatica — DARK POOL SCANNER | July 15, 2026
+$1.53B net buy. $MSFT +$1.48B zero sells. $AAPL +$1.02B zero sells. $GOOGL +$685M zero sells. Alert validated. $META +$883M. $QQQ -$1.02B. $SPY…↗
Alphatica — Dark pool alert. 2:08 PM.
14:08:53 GOOGL BUY $186,850,000 NASDAQ Car
$187M $GOOGL buy. NASDAQ Carteret.
$GOOGL has been quiet on the dark pool board. Last week: +$76M net. One s…↗
Jul 15
unusual_whales — Warren Buffett has said he was personally involved in purchasing Google $GOOGL stock at Berkshire Hathaway, and admitted it was a mistake not buying it sooner.↗
Jul 15
Serenity — @SVTrivo No leaks yet on what companies $AAPL is buying.
Regardless, my guess is that they're trying to become more self-reliant after what happened with $GOOGL + $META and OpenA…↗
Jul 15
PhotonBull — Huge rotation into Mag7 stocks going on right now
$META $AAPL $AMZN $MSFT $GOOGL↗
Jul 15
Shay Boloor — $AAPL is reportedly exploring AI chip acquisitions as its M2 Ultra servers struggle with more advanced workloads.
Apple is leaning on $NVDA chips through $GOOGL Cloud while its ne…↗
Jul 15
Shay Boloor — @VanquishTrader Better to double down later on an AI winner like $GOOGL than not at all.↗
Jul 15
Shay Boloor — Warren Buffett said he played a major role in Berkshire Hathaway’s purchase of $GOOGL stock. https://t.co/EO7mjZxShx↗
Jul 14
Shay Boloor — Fed Chair Kevin Warsh warns the world is moving quickly on quantum computing and the U.S. must harden its technology.
“We’ve got enormous talent at the federal level but we have t…↗
Jul 14
Shay Boloor — $GOOGL will buy 100% of the initial output from Arkansas’ Steel River project which is expected to deliver 1.6GW of solar power and 2GWh of battery storage by 2029.
$FSLR will sup…↗
Jul 14
Damnang2 — $AEHR reports tomorrow. Despite the sharp pullback from its recent highs, I remain bullish.
The follow on WLBI order from its lead silicon photonics customer suggests AEHR is movi…↗
Jul 13
Shay Boloor — $GOOGL is expanding TPU access across the AI neocloud market through outreach to providers like Nscale and partnerships with Blackstone and Fluidstack.
The move adds another growt…↗
Jul 13
Trade Whisperer — $GOOGL TRIM/PINK candles → $330 low
Middle BB tested once. Looks like we get another test next week before the Blue candle shows up potentially. Google aims to more than double AS…↗
Jul 12
mon — Here are a basket of stocks to consider:
1. These are the high-risk, high-reward stocks I believe in for the long term:
$HIMS - Consumer healthcare platform.
$IREN - AI data cent…↗
Jul 12
Alphatica — WEEKLY DARK POOL RECAP | Week 17 | Q3 Week Two
Our classification algorithm called 13/17 correct. 76.5%. Top 10 by conviction: 10/10. $24.2B net buy. The dark pool bought the wors…↗
Jul 11
InvestmentGuru — Mag 7: The Unloved Trade Is Set Up to Snap Back
Everyone’s rotated out of Mag 7 into secondary tech and cyclicals in 2026. That crowding is exactly why the short-term setup now fa…↗
Jul 11
Serenity — Contrarian take, but Sam Altman / OpenAI is doing something right if he's pissing off every Mag7 like $AAPL.
By building their own ecosystem instead of being sucked into another.…↗
Jul 11
amit — @Futurenvesting I already went back to YouTube and started watching Daniel Radcliffe ranking his favorite Harry Potter movies
That $GOOGL algo hits different↗
Jul 10
Alphatica — +$14.98B. Third consecutive session above +$13B. $NVDA +$3.99B. $6.5M sells. The $326M alert validated. $AMZN -$854M. $19.6M buys. Near zero. The tape picked winners and losers. Q3…↗
Jul 10
PhotonBull — I like Anthropic the best out of all of those but I don't really understand how OpenAI and Google $GOOGL are tied here
New GPT feels better than Gemini or is it just me?
Also sti…↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Jul 10
TheValueist — $AMZN $GOOGL $MSFT $META $ORCL My hyperscaler consensus capex and FCF revisions tracker is attached. I haven't shared this in a while, and now seems like a good time for an update.…↗
Jul 9
Ben Pouladian — Michael Burry is obviously a legend. But this GPU depreciation argument feels like accounting looking at a data center without understanding the stack.
A100s are not “dead” becaus…↗
Jul 9
BULL OF BRITAIN — Now every other big name has dropped Opus 4.8 equivilents, can $GOOGL finally drop a model that isn't dogpiss?↗
Jul 9
Shay Boloor — $META unveiled its first paid AI model for developers called Muse Spark 1.1.
Zuckerberg says the updated model outperforms $GOOGL Gemini tools and gives Meta another product in it…↗
Jul 9
KaizenInvestor — $NBIS Co-Founder Roman Chernin just spoke.
- On AI growth: We think the most growth is still ahead of us. The reason: AI adoption is still just taking off. Most cases still need…↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Jul 8
Wayne Liang — @Lazarus_Capital Whether it’s $MSFT or $GOOGL, the stock is headed in the same direction… 📈↗
Jul 8
The Future Investors — $GOOGL Waymo expands its fully autonomous service to Las Vegas, with Denver, San Diego, and Tampa set to follow soon 🚖 🤖 https://t.co/eWnNJnpzXf↗
Jul 8
Shay Boloor — $GOOGL Waymo says it is now offering fully autonomous rides in four new cities.
The rollout expands Waymo One to Denver, Las Vegas, San Diego and Tampa as Alphabet continues scali…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 8
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 7
Alphatica — DARK POOL SCANNER | July 7, 2026
+$472M net buy. The dark pool bought the sell day. $SPY +$784M. Alert validated. $META +$480M. $GOOGL -$353M near-zero buys. $INTC -$113M net desp…↗
Jul 7
Wayne Liang — Very happy to see Mag 7 start to flip green one by one!
When $AAPL, $GOOGL, $META, $MSFT, and more start to rise, everything downstream tends to follow.
Good sign for the broade…↗
Jul 7
KaizenInvestor — Been a bit offline lately as we moved over the weekend and been very busy on the job.
I'm very calm in this market, $WOLF just reached my buying target so I added a bit more at $…↗
Jul 7
Shay Boloor — $GOOGL is rolling out “platform properties” in Search Console showing creators and publishers which Search terms drive people to their Instagram, TikTok, X and YouTube content.
Th…↗
Jul 6
KawzInvests 🦑 — The whole thesis this year was AI kills every software stock. $RDDT did the opposite.
One of the few names that's actually profitable AND still growing fast
And the funny part is…↗
Jul 5
Serenity — @heyfinlo Yep, $AMZN looks like the clear winner in physical AI shift.
I think the Amazon ecosystem... is probably going to the catalyst for robotics players compared to others i…↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
Shay Boloor — $GOOGL profit is expected to nearly double by 2028.
When compute is the scarcest input in the economy then the company with the lowest internal cost per token wins out.
Google is…↗
Jul 5
The Future Investors — Hyperscaler capex is expected to reach $757B in 2026 and $920B in 2027 💰🤖
That's:
📈 +84% YoY in 2026
📈 +22% YoY in 2027
The AI infrastructure buildout isn't slowing down.
$M…↗
CK Capital — $MSFT, $GOOGL, $AMZN, and $META will spend roughly $725 billion on AI infrastructure this year. Two years ago that number was $226 billion.
Up 77% this year alone. Three straight…↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight.
SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$U…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 1
Alphatica — Dark pool alert. After hours.
| 17:47:28 NVDA BUY $500,000,097 NASDAQ Carte │
│ 17:46:49 AMZN BUY $154,711,203 NASDAQ Carte |
$500M $NVDA buy. 5:47 PM. NASDAQ Carteret.
$155M $AM…↗
Jul 1
Shay Boloor — $ORCL is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout wit…↗
Jul 1
Serenity — There’s a lot of disinformation going around about $META “cutting capex” because they “overbuilt”.
This is an “if” they have excess capacity.
And it looks like the opposite right…↗
Jul 1
KaizenInvestor — Monthly portfolio update.
MTD performance: -3.7%
YTD performance: 94.1%
I did not make any trades this month but allocation wise a few things has changed due to the performance o…↗
Jul 1
Alphatica — JUST IN:
Micron and General Motors just signed a Strategic Customer Agreement for long-term memory and storage supply.
This is one of the 16 SCAs Micron discussed on the Q3 earni…↗
Jul 1
Serenity — Just a random thought, leading US humanoid players strangely me of the current LLM dynamics:
Agility ( $CCXI ) kinda feels like Anthropic for robotics.
With $AMZN and $NVDA heavi…↗
June 2026 · 252 mentions
Jun 30
Alphatica — DARK POOL SCANNER | June 30, 2026
$SPY -$3.27B dark pool. Fourth session in five. $SOXX +$340M. $IWM +$383M. $META +$336M. $GOOGL +$319M. All zero sells. Three alerts validated. L…↗
Jun 30
Alphatica — +$14.16B. 11 buyers. 3 sellers. Five names with zero sells. $QQQ +$4.36B. $MU +$2.92B. $SPY the lone index sell. Last day of Q2.
18,740 blocks (combined sessions). June 30, 2026.…↗
KaizenInvestor — Time for my monthly portfolio update.
MTD performance: +40.4%.
YTD performance: +97.8%
I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the…↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
Wayne Liang — 맞습니다. 젠슨은 지난 10년간 주요 컴퓨팅 변화 대부분을 정확하게 예측해 왔습니다. GPU 컴퓨팅, 가속 컴퓨팅, AI…
그가 우주 컴퓨팅이 다음 시대가 될 것이라고 말한다면, 이를 무시하는 것은 어리석은 일입니다.
> $PL이 $GOOGL과 함께 $NVDA의 우주 컴퓨팅 파트너로 선정되었습니다. 이들은 실제로 궤도…↗
mon — Really great day today.
- $IREN +6% is hiring non-stop. 👀
- $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%.
- The big 4 HS Capex is not slowing down.
- $META & $MSFT 🔴. $AMZN &…↗
Alphatica — $34.5 billion in block flow. Net: +$367 million. A coin flip.
The flattest day of the entire series. $17.5B in buys. $17.1B in sells. Net flow: +$367M. Buy/sell ratio: 1.0 to 1.…↗
Apr 30
Evergreen Capital — @S_curvecap Screeching aside $GOOGL has the only frontier lab of the public megas and therefore deserves a premium. 30x is too high for ST-justification (esp given capital intensit…
March 2026 · 166 mentions
Mar 31
Mo — April seasonality is very clear.
$SPX
Strong grind higher most of the month.
Momentum builds into the back half.
$AAPL
Steady accumulation → strongest late-month.
$MSFT
Consiste…↗
Mar 31
TheValueist — The question I ask myself is what does $GOOGL need to say in the upcoming print for the stock to gap down to $250 from here? At this point in my thinking, I’m not coming up with an…↗
Mo — July Seasonality.
$SPX
Steady strength builds through the month → brief mid-month pause → historically finishes July near the highs.
$AAPL
Slow start → momentum builds into mid-…↗
Jun 30
Alphatica — BREAKING NEWS:
Anthropic just launched Claude Science. This is not a model update. This is a platform play.
Claude Science is an AI workbench for researchers that integrates scie…↗
Jun 30
Serenity — Hard to see a world where US AI hyperscaler capex drops dramatically from $GOOGL to $META.
When China entities like 360 go and claim:
They now have a "AI cyber nuclear weapon" th…↗
Jun 30
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. gove…↗
Jun 29
Alphatica — @Tyberious2100 Usually next day and there after. Some cases like $PANW, you have short covering like today. Which had an impact on the price. Another recent example is $GOOGL. We a…↗
Jun 29
The Future Investors — $UBER $GOOGL Waymo and Uber have ended their robotaxi partnership in Phoenix. Waymo now operates its vehicles exclusively through its own app. Uber prepares to launch a new AV part…↗
Jun 29
Alphatica — $GOOGL now up ~7% from the Dark Pool alert we posted on June 25.
The flow flagged institutional accumulation. The price followed. We publish the signal. You decide what to do with…↗
Jun 29
Alphatica — Just In:
Uber and Waymo end autonomous ride-hailing partnership in the Phoenix, Arizona - TechCrunch ($74.81, -1.40)
Both companies confirmed that Waymo's robotaxis are no longe…↗
Jun 29
InvestmentGuru — Short-Term ETF Radar
$IGV · $MAGS · $LABU
Three interesting setups on the board right now. Here’s the read:
$IGV — iShares Tech-Software ETF
→ Software is staging a comeback a…↗
Jun 28
Alphatica — BREAKING:
Google just told Meta it can't have the Gemini capacity it wanted.
Not a pricing dispute. Not a licensing issue. A capacity constraint.
Google informed Meta around Ma…↗
Jun 28
Alex A.C. — "Ultimately [...] the CSPs’ own revenue base will be expanded by AI, so even as CAPEX grows in absolute terms, the CAPEX to revenue ratio will decelerate, eventually setting off a…↗
Jun 28
Shay Boloor — $SPCX is expected to approach ~$100B of revenue by 2028 which would make SpaceX one of the fastest-scaling businesses in the world at this size.
The reason that ramp is even possi…↗
Jun 28
Ben Pouladian — Now does it make sense why Google paid up for short-term compute from SpaceX?
They don’t have enough capacity to serve themselves internally, while major customers like Meta are g…↗
Jun 28
Alphatica — WEEKLY DARK POOL RECAP | Week 16 · June 22-25, 2026
Week 16. 76% accuracy. Sell signals: 11/14. The dark pool was distributing. Friday stripped for Q2 window dressing.
This week…↗
Jun 28
シバイヌおやびん（投資系VTuber） — $GOOGL の主要研究者が抜けたのも、計算資源の割り当てに不満があったかららしいね。
Google でさえ計算資源が足りない。↗
Jun 28
Shay Boloor — $GOOGL has reportedly capped $META Gemini access after Meta requested more AI compute capacity than Google could support.
The limits reportedly delayed some internal Meta AI proj…↗
Jun 28
Serenity — Guess we finally found why $META signed massive agreements with Neoclouds like $NBIS back in March...
And why Gemini got super nerfed.
$GOOGL reportedly restricted Meta's capaci…↗
Jun 27
Frenchie — Le trade sur l'IA est-il mort ? (Je vous préviens c'est un mega tunnel)
>Non
Mais pour la première fois, ce n'est plus la bonne question, et il faut faire un petit voyage dans le…↗
Jun 27
Lawrence McDonald — S&P 500 equal weight, on all-time highs Friday
Drawdowns Achieved Last Week
Microsoft $MSFT -36%
Meta $META -31%
Tesla $TSLA -24%
Nvidia $NVDA -19%
Google $GOOGL -19%
Amazon…↗
Jun 27
KaizenInvestor — @TacticzH I’m happy to take more risks in the current state I’m in. I won’t need money for the upcoming couple of years. $GOOGL is a safe anchor stock for me. I don’t want to be ov…↗
Jun 27
Shay Boloor — $ORCL just had its worst one-week stock performance in 25 years.
Oracle is borrowing at scale to build AI data centers for a customer base heavily tied to OpenAI and I think the…↗
Jun 27
KaizenInvestor — Levels I’ll add to my stocks. This is based on allocation to my own portfolio as well as how undervalued some might be.
As you’ll see, some stocks are still far from my adding zo…↗
TheValueist — $CRBS $GOOGL Thanks for sharing your thoughts, and I don't work in your compliance department.↗
Jun 27
TheValueist — $CBRS $GOOGL Strange to see a higher level Google employee picking stocks in public on X, and still worth considering his argument.↗
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
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #47
Daniel and I will be live tomorrow at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• $CBRS & $MU earnings and what t…↗
Jun 26
Ben Pouladian — Everyone wants TPU Co to be the Nvidia killer.
Read the role.
They are still standing up the operating company, vendor ecosystem, procurement stack, partner network, controls, an…↗
Mike Investing — Current Market Drawdowns:
$SPCX (SpaceX) -36%
$PLTR (Palantir) -48%
$NFLX (Netflix) -35%
$GOOGL (Google) -17%
$ORCL (Oracle) -56%
$MSFT (Microsoft) -37%
Everyone wanted a dip buy…↗
Jun 25
Alphatica — $GOOGL now moving higher in after-hours trading.↗
Jun 25
Alphatica — HERE WE GO. FIRST ONE AS WE MARCH CLOSER TO TUESDAY:
Dark pool alert. After hours. 5:48 PM.
17:48:46 GOOGL BUY $500,000,093 NASDAQ Carte
$500M $GOOGL buy. NASDAQ Carteret.
Toda…↗
Jun 25
Shay Boloor — $GOOGL upgraded Google Finance with AI-powered portfolio tracking that can build portfolios from screenshots, CSVs, PDFs or plain-language descriptions.
It also added scheduled ma…↗
Jun 25
Mo — The Nasdaq is ripping after Micron earnings, yet look beneath the surface.
Every MAG7 name is down double digits this month except NVDA... and even NVDA is still negative.
Now lo…↗
Jun 25
Evergreen Capital — Not to say these debates are unwarranted (you need to have a deep view), or to pull an Ackman, but the hit rate betting on the biggest, best, well-capitalized businesses in the wor…↗
Jun 25
Shay Boloor — $GOOGL is reorganizing its AI coding team as it tries to catch Anthropic in one of AI’s most lucrative markets.
The move comes after departures of Noam Shazeer to OpenAI and John…↗
Jun 25
Alphatica — @henry_petzold Doubtful. He is more long-term. Possible but doubtful. Most likely a pension fund. $GOOGL↗
Jun 25
TheValueist — If you are investing in any part of the GAI infrastructure trade, I highly highly highly recommend you listen to the entire $MU earnings and callback calls. The analysts asking que…↗
Jun 24
Alphatica — DARK POOL SCANNER | June 24, 2026
The $SPY pattern broke. Dark pool sold $SPY -$1.44B. Both tapes agree for the first time. $TLT +$511M. Zero sells. Duration bought. $MU earnings…↗
Jun 24
Alphatica — $MU: -$5.53B. Zero buys. The largest single-name sell of the series. Earnings tonight. $7B sold in two sessions. The institutions exited.
$13.67B in buy blocks. $32.59B in sells.…↗
Jun 24
Shay Boloor — $GOOGL has reportedly delayed Gemini 3.5 Pro to July after previously targeting a June launch.
Google appears to be using the extra time to gather early tester feedback and tighte…↗
Jun 24
Alphatica — 🚨🚨🚨UNUSUAL DARK POOL PRINT:
│ 15:05:21 GOOGL SELL $195,396,515 NASDAQ Carte │
$GOOGL $SPY $QQQ https://t.co/Oy92Xz88fU↗
Jun 24
Shay Boloor — $GOOGL is reportedly losing two more key Gemini researchers to Anthropic.
Jonas Adler and Alexander Pritzel are expected to join the Claude maker following other high-profile exit…↗
Jun 24
CK Capital — The last week and a half has quietly been one of the biggest stretches Nokia has had in years.
Price has barely moved after all of this.
Photonics expansion. $NOK expanded its ad…↗
Jun 24
The Future Investors — $GOOGL $VZ Alphabet will replace Verizon in the Dow Jones Industrial Average on June 29. The move adds one of the world's largest tech companies to the iconic 30-stock index 🔁 htt…↗
Jun 24
Serenity — Don’t quite think “siphoned off” is the correct term.
It’s capex for massive revenue increase or margin increase down the line.
$AMZN is probably my favorite hyperscaler right n…↗
Jun 24
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets were under pressure today, with the S&P $SPY down ~1.5%, largely due to a sharp selloff in Sou…↗
Jun 23
InvestmentGuru — QUANTUM COMPUTING: THE NEXT TRILLION-DOLLAR TECHNOLOGY RACE?
AI created some of the biggest winners of the decade.
Could Quantum Computing be next?
This week, President Trump si…↗
Jun 23
InvestmentGuru — $GOOGL is being added to the Dow Jones replacing Verizon $VZ in the index↗
Jun 23
unusual_whales — BREAKING: Google, $GOOGL, is being added to the Dow Jones, replacing Verizon, $VZ↗
Jun 23
amit — $GOOGL REPLACES $VZ VERIZON TO JOIN THE DOW JONES INDUSTRIAL AVERAGE.
Google now joins Amazon $AMZN, Apple $AAPL, $MSFT Microsoft, & $NVDA Nvidia as the other Mag 7's to join…↗
Jun 23
Shay Boloor — $GOOGL ADDED TO THE DOW JONES INDUSTRIAL AVERAGE https://t.co/SjuhGR0b47↗
Jun 23
KaizenInvestor — @TacticzH From your screenshot I own: $WOLF, $OUST, Sk Hynix, and $GOOGL. But most of the companies I own, you can include in a AI supply chain 😅↗
Jun 23
Wayne Liang — Tbh, I don't think you can go wrong with betting on most Neocloud names...
Regardless if it's $WYFI that handles colocation/hosting, $NBIS that has multiple verticals, or all the…↗
Jun 23
InvestmentGuru — $PLTR down 7% today — but this isn’t a Palantir story.
Sector contagion. $GOOGL fell ~6%. $MSFT slipped. When the two largest software megacaps sell off together, the indices foll…↗
Jun 23
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional in…↗
amit — @alexanderbittan Same here. Not bearish on $NFLX but man if the multiples are going to be similar to $GOOGL and $AMZN then the question is which becomes the better buy and that isn…↗
Shay Boloor — @PolymarketMoney Truly wild that $GOOGL lost over $250B in market cap as investors worry frontier labs are poaching key AI talent.↗
Jun 22
unusual_whales — Google, $GOOGL, is investing around $75 million in independent movie studio A24 as part of a new artificial-intelligence research partnership.
Google’s DeepMind AI unit and A24 ar…↗
Jun 22
Shay Boloor — President Trump signed two major executive orders on quantum technologies saying they will strengthen America’s position as the “world leader” in the emerging field.
$IONQ, $RGTI,…↗
Jun 22
CK Capital — The latest leak points to $GOOGL developing its next gen TPU v9, with MediaTek securing the chip design order. Everyone is focused on who designs the chip.
The part that strength…↗
Jun 22
Alphatica — GOOGL is down almost 6% today. That puts it in rare company. We pulled every single-day drop of 6% or more going back to 2014. 11 instances in 10 years.
The 5 worst days and what…↗
Jun 22
Shay Boloor — $GOOGL DOWN OVER 6% TODAY 😳 https://t.co/Ot4gxOmric↗
Jun 22
Shay Boloor — $GOOGL is investing ~$75M in A24 marking its first film studio stake through a multi-year AI research partnership with Google DeepMind.
A24 and DeepMind plan to build AI tools for…↗
Jun 22
PhotonBull — Just in: $NOK Nokia and $GOOGL Google Cloud just expanded their partnership to embed six Gemini powered AI agents directly into Nokia's Assurance Center network software. The agent…↗
Jun 22
Shay Boloor — $NOK is expanding its $GOOGL Cloud partnership by adding Gemini-powered AI agents to Nokia Assurance Center.
The agents will handle network triage, anomaly detection, monitoring a…↗
Jun 22
PhotonBull — The v9 upgrade is a signal integrity problem in disguise. More memory and bigger packages mean data has to travel further and faster inside the rack, and that pushes the electrical…↗
Jun 22
Shay Boloor — Supply Chain inside Ming-Chi Kuo says his latest checks show $GOOGL has no concrete plan to buy memory chips from CXMT.
The fact that rumors even surfaced around a Western hypersc…↗
Jun 22
Shay Boloor — $GOOGL is reportedly working with MediaTek on an upgraded TPU v9 variant called Triggerfish.
The chip is expected to add more SRAM, HBM4E memory and a new simulation die to improv…↗
Jun 22
InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets.
Names like $MU, $AA…↗
Alphatica — WEEKLY DARK POOL RECAP | Week 15 · June 15-18, 2026
Week 15. 85% accuracy. Buy signals: 9/10. Through hawkish Warsh and quarterly OPEX. The algorithm improved.
Four sessions this…↗
Jun 21
amit — Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027…
1. $NVDA
2. $AMD
3. $GEV
4. $TXN
5. $RKLB
6. $RDDT
7. $GOOGL
8. $FIX
9. $AAPL
10. $G…↗
Jun 21
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 20
Alex A.C. — With all the last thefts of talent by Anthropic from $GOOGL , imagine if finally Anthropic wins Google in the AI race 😂😂🤦♀️
By "win" I mean more pure Revenue from the field (v…↗
The Future Investors — If you invested $10,000 five years ago, this is what you'd have today 💰👇
💾 $MU | Micron - $147,367
🖥️ $NVDA | Nvidia - $113,039
🚀 $AVGO | Broadcom - $88,749
⚙️ $AMD | AMD - $…↗
Jun 19
Shay Boloor — $GOOGL is reportedly borrowing from $NVDA playbook by financing AI infrastructure that drives demand for its cloud and chips.
Google provided a $3.2B guarantee for Lake Mariner wh…↗
Jun 19
Shay Boloor — The race to become the first $10T company is on and it's really a race to own the layers everything else depends on:
• $NVDA owns AI accelerator layer
• $TSLA owns EV & autonomy…↗
Jun 19
Shay Boloor — How much profit the Mag 7 are expected to generate over the next 3 years:
• $NVDA ~$1.1T
• $GOOGL ~$621B
• $MSFT ~$543B
• $AAPL ~$507B
• $AMZN ~$406B
• $META ~$318B
• $TSLA ~$25B…↗
Jun 19
Tech Fund — Citadel – TPUs can run key workloads at a 30% lower cost and up to 4x as fast (via WSJ)
Bullish for $GOOGL https://t.co/AF4ORRVvya↗
Jun 18
Alphatica — @KobeissiLetter The deeper read is that it's happening on both sides of the balance sheet at once. Across the AI-capex cohort, equity supply has turned net positive after 18 months…↗
Jun 18
The Future Investors — $GOOGL Google introduced Ask Ad Manager, a Gemini-powered AI agent inside Google Ad Manager that helps publishers troubleshoot campaigns, generate reports, analyze performance, and…↗
Jun 18
Wayne Liang — Before Neocloud rallies hard...
Here's what I like about:
$BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion
$CIFR - Nearly $10B in…↗
Jun 18
シバイヌおやびん（投資系VTuber） — $GOOGL が増資までしてさらなる設備投資に突っ込むのは、Claude Codeなどの需要が爆発して顧客ニーズが満たせないから。
Claude Codeなんか、まだ始まって一年くらいだよ。↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. The Fed did not cut rates at this week’s meeting, and Kevin Warsh said there was “rigorous debate” amo…↗
Jun 18
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #46
Daniel and I will be live tomorrow at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• $ASTS launching three satellit…↗
Jun 18
TheValueist — $GOOGL $NVDA $MSFT Wow!! Huge get for OpenAI.↗
Jun 17
TheValueist — $GOOGL Introducing Brazos: Bringing liquid cooling to air-cooled data centers @googlecloud https://t.co/pT3XytvAtE
INVESTMENT CONCLUSION
Google’s Brazos announcement is best inte…↗
Jun 17
amit — VANDA RESEARCH:
In the last 3 trading days, retail investors have bought the same amount of SpaceX $SPCX as they also bought in the following stocks combined…
$NVDA $GOOGL $META…↗
Jun 17
InvestmentGuru — MAG 7 is old news.
New acronyms are taking over Wall Street — and they tell a very different story.
FAB 10
$NVDA $GOOGL $AAPL $MSFT $AMZN $TSLA $META $SPCX + OpenAI + Anthropic…↗
Jun 16
Shay Boloor — Great to be featured in Reuters today discussing why the market’s lens on the Mag 7 changes now that $SPCX is public.
The next leadership group will be defined by who controls the…↗
Jun 16
Alphatica — DARK POOL SCANNER | June 16, 2026
Lit: -$14.23B. Dark: +$1.79B. $SPY +$2.98B in the dark pool. We flagged it this morning. $TLT +$410M. The duration bet into FOMC.
346 off-exchan…↗
Jun 16
Alphatica — BREAKING NEWS:
Google just open-sourced a solution to the biggest bottleneck in the AI data center buildout: cooling.
Brazos is a rack-mounted liquid-to-air cooling system that l…↗
Jun 16
Shay Boloor — $GOOGL introduced Brazos which is a closed-loop liquid-to-air cooling system built to bring liquid cooling into existing air-cooled data centers.
As AI chips push beyond 1,000W, B…↗
Jun 16
Serenity — Just some random thoughts, I do think AI is the most disruptive technology in human history.
To the level of agricultural or industrial revolution.
Since Anthropic, OpenAi, XAI,…↗
Jun 15
Alphatica — BREAKING NEWS:
Google just committed $1.5 billion to expand its Jackson County, Alabama data center campus across 2026 and 2027.
The details that matter for the infrastructure t…↗
Jun 15
Alphatica — MORNING INTERNALS | 11:04 AM ET
Nasdaq +2.60%. Oil -5%. Breadth 0.81x. Every metric negative. The indexes surge. The market sells. The narrowest rally of the series.
Iran deal fi…↗
Jun 15
Shay Boloor — $GOOGL announced a new $1.5B investment through 2026 and 2027 to expand its AI data center campus in Alabama. https://t.co/cbXikDOXZS↗
Jun 15
Shay Boloor — Lynx Equity says smarter way to play a $SPCX IPO is through $NVDA arguing xAI & Terafab capex could drive another leg of AI infra demand.
They see $LRCX, $AMAT, $ASML & $KLAC bene…↗
Jun 15
Shay Boloor — $NVDA Vera Rubin & $GOOGL next-gen AI data centers are pulling 800V DC adoption ahead of schedule with shipments expected in Q3 2026.
The shift to 800V becomes a forced upgrad…↗
Jun 15
Serenity — $NVDA and $GOOGL lead 800V DC ahead of schedule.
"Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting .
- Delta Electronics (2308), $VRT
- Song Chuan…↗
JC Investing — $GOOGL MAYBE THE BEST INVESTORS OF ALL TIME
THEY OWN
14% OF ANTHROPIC
6% OF SPACEX
$13B INTO ANTHROPIC → NOW $145B ( 3,900%+)
$900M INTO SPACEX →
NOW $122B ( 13,500%+)
THO…↗
Jun 14
Nezih Gökay — (For the people from many countries who follow me, here is the English version of the post below.)
WHILE EVERYONE IS CHASING SPACEX STOCK, SMART MONEY IS ACCUMULATING THE ROCKET F…↗
Jun 14
Alphatica — WEEKLY DARK POOL RECAP | June 8-12, 2026
"You can't classify direction in dark pools."
We heard it (many times). Here are the receipts.
Our direction classification algorithm pr…↗
Jun 13
Alphatica — @chamath The data already supports this thesis.
The White House executive order we covered last week gives the NSA authority to define "covered frontier models" and requires devel…↗
Jun 13
Alphatica — @gurgavin Now do the misses.
Google Ventures has deployed over $8B since 2009. For every Uber there are hundreds of write-downs that never make the highlight reel.
The three name…↗
Jason Luongo — Anthropic is now directly leasing data centers with $GOOGL guaranteeing the payments.
They're telling you exactly where the money is flowing (data centers & neoclouds):
1. $IREN…↗
Jun 12
Shay Boloor — Today is the day $GOOGL watches its $900M $SPCX investment from more than a decade ago turn into potentially north of $100B. https://t.co/JVMPzgX32O↗
Jun 12
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #45
Daniel and I will be live today at 1PM EST exclusively on the Futurum Equities YouTube channel covering:
• What the market is missing about $…↗
Jun 11
Shay Boloor — $GOOGL Waymo just unveiled its first-ever national TV commercial.
Waymo says its autonomous driver is statistically 10x safer than a human driver in the cities it serves, built t…↗
Jun 11
Alphatica — JUST IN:
Anthropic moves to secure data centers, approaches Google for investment - The Information
$GOOGL $QQQ↗
Jun 11
Shay Boloor — Anthropic is reportedly moving toward its first direct data center leases with more than a dozen LOIs signed with U.S. developers.
$GOOGL may financially guarantee part of those l…↗
Jun 11
Shay Boloor — $GOOGL is reportedly in talks with Samsung to make the memory I/O die for Google’s 10th-generation TPU planned for 2028.
$TSM would still build the main compute engine but Samsung…↗
Jun 11
Shay Boloor — $GOOGL reportedly declined part of the U.S. government’s new $2B quantum funding package due to conditions attached to the capital.
Google believed those terms could slow its push…↗
Jun 10
Shay Boloor — $ORCL now has ~$638B of contracted backlog against a ~$540B market cap.
That backlog is larger than $GOOGL, $AMZN and even $MSFT. https://t.co/YkipoTV0ZD↗
Jun 10
Alphatica — DARK POOL SCANNER | June 10, 2026
Lit: -$12.4B. Dark: +$102M. The dark pool buys indexes on a sell day. Fourth time in six sessions.
268 off-exchange prints ≥$5M. The lit tape pr…↗
Jun 10
Alphatica — -$12.4B. One buyer. Seven sellers. $AAPL +$1.20B zero sells. Everything else sold.
$5.35B in buy blocks. $17.79B in sells. Net flow: -$12.4B. 12,848 prints. Sell ratio: 3.3 to 1.…↗
Jun 10
PhotonBull — I am a big fan of $NBIS, and also like $DGXX and $IREN
Reposting this to point something out that I agree with
Ignore the tickers here and focus on the perspective
The best com…↗
Jun 10
Shay Boloor — $GOOGL released DiffusionGemma which is an experimental 26B MoE model that uses text diffusion to generate text in blocks instead of one token at a time.
The model delivers up to…↗
Jun 10
PhotonBull — Interesting bet on $CRWV
Trump admin is reportedly looking to invest in AI companies
$CRWV is hated because of their high debt. It seems like they could use some Trump money?
St…↗
Shay Boloor — I like to call $AVGO the Uncle Sam of the new AI economy.
Broadcom taxes the custom silicon layer across major AI platforms from $GOOGL TPU and $META MTIA to newer Anthropic and O…↗
Jun 9
Alphatica — -$5.14B. Five names: zero buys. $NVDA is the lone buyer. The supply chain split.
$6.48B in buy blocks. $11.62B in sells. Net flow: -$5.14B. 12,621 prints.
The buyers. Three names…↗
Shay Boloor — $GOOGL is reportedly guaranteeing lease payments for Anthropic’s AI chip capacity across five U.S. data centers helping unlock about $35B of financing.
$AVGO will design the chips…↗
Serenity — I do see a lot of comments about "harvesting the leeks".
And I hope my picks like LeaderDrive can help change that perspective around certain equities being good long term holds.…↗
Jun 9
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
$NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗
Jun 8
Alphatica — DARK POOL SCANNER | June 8, 2026
-$4.18B dark pool sell. 519 prints ≥$5M. Friday: bought the indexes. Monday: sold them. The dark pool day-traded the bounce.
Friday: the dark poo…↗
Jun 8
Alphatica — Nasdaq +0.86%. The tape: +$153M. Barely positive. The institutions are not chasing the bounce.
$15.5B in buy blocks. $15.4B in sells. Net flow: +$153M. 18,694 prints.
Friday: -$4…↗
Jun 8
Shay Boloor — $AAPL leaning on $GOOGL and $NVDA to scale its cloud AI layer with its largest model running on Google Cloud infrastructure.
Apple says more complex requests will route through it…↗
Jun 8
amit — $AAPL $GOOGL $NVDA
Apple, Google, and Nvidia team up to level up Apple's AI for more compute:
- Apple said it worked with Google and NVIDIA to bring its Private Cloud Compute a…↗
Jun 8
amit — The Top 10 investments across Robinhood just got updated for June.
All 10 of the top held assets are the same except for one...
$AMD.
AMD replaces $NFLX (which was in the top 10…↗
Jun 8
Alphatica — BREAKING NEWS:
WWDC just confirmed two things we told you to watch.
First: Apple chose Google. The next generation of Apple Intelligence is built in collaboration with Google an…↗
Jun 8
Shay Boloor — $AAPL announced new Apple Foundation Models with $GOOGL built to run smaller AI models both on-device and in the cloud.
The upgrade is aimed at improving image understanding, gene…↗
Jun 8
Wayne Liang — Pretty much nailed that bottom on $INTC last year, right before the aggressive rally.
Celebrating another big day for Intel after $GOOGL placed an order for more than 3 million TP…↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
KaizenInvestor — Something I did not emphasize enough in my $PL deep-dive is how bullish the partnership with $GOOGL is. It's an advantage no other company in the industry has.
A first hurdle for…↗
Jun 8
unusual_whales — Google, $GOOGL, and Nvidia, $NVDA, consider Intel, $INTC, as backup chip manufacturer, per the Information↗
Jun 8
Shay Boloor — $GOOGL reportedly ordered $INTC to package more than 3M TPUs.
Google is expected to produce 6M+ TPUs using Intel’s advanced packaging technology across 2027 and 2028. https://t.co…↗
Jun 8
Shay Boloor — $GOOGL and $NVDA are reportedly considering $INTC as a backup manufacturer for advanced AI chips as $TSM capacity remains tight.
Major AI chip designers are exploring Intel foundr…↗
Jun 8
PhotonBull — What a day
And the market is not even open
$NVDA $GOOGL $INTC↗
Jun 7
TheValueist — $GOOGL $AMZN Battle for the Bench: Google TPU vs. AWS Trainium.
Google TPUs and AWS Trainium/Inferentia are best understood as vertically integrated AI infrastructure platforms ra…↗
Jun 7
Alex A.C. — $GOOGL & Huawei 💘 OCS (==> $LITE to 🌛 )
https://t.co/ZnporLP7f6↗
Jun 7
Shay Boloor — $AAPL held a secret crisis meeting in early 2025 after Apple Intelligence underwhelmed and the new Siri faced delays.
What came out of it:
• AI chief John Giannandrea was stripped…↗
Jun 7
Shay Boloor — “The market is in such a bubble.”
Yet here are the 2027 earnings multiples for some of the largest companies in the world:
• $ORCL ~26x
• $AMZN ~25x
• $GOOGL ~25x
• $MSFT ~22x
•…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 7
InvestmentGuru — $GOOGL at $365
The market is valuing Alphabet like a mature tech company. H2 2026 could force investors to value it like an AI, cloud, autonomous driving, and space conglomerate.…↗
Jun 7
TheValueist — #SPCX $GOOGL $NVDA SpaceX and Google: The AI Infrastructure Cloud Agreement Analysis.↗
Trade Whisperer — Not just $GOOGLE, @AnthropicAI also agreed to pay $SPCX @SpaceX $15 billion annually for computing power until 2029
Anthropic expects $559 million in Q2 operating profit, its firs…↗
Jun 6
Trade Whisperer — My thoughts on this $GOOGL x $SPCX @SpaceX deal.
AI demand is incomprehensible at this point.
To the point where buying GPUs directly from $NVDA is not enough. Building custom TP…↗
Jun 6
TheValueist — $SPCX $GOOGL $NVDA EXECUTIVE ASSESSMENT
The filing is a material positive data point for SpaceX’s post-xAI investment case, but it should be underwritten as a high-value, cancella…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
BULL OF BRITAIN — Why did the market sell off Thursday and Friday? If you are panicing about the sell-off, I will explain what is happening and the future moving forward.
1. $AVGO earnings.
> Rev…↗
Jun 6
Trade Whisperer — $MU $SNDK $DRAM $NVDA Holy Shit
$GOOGL just committed $11 billion per year to $SPCX @SpaceX for 110,000 NVIDIA GPUs. October 2026 through June 2029.
110,000 GPUs need HBM. CPUs n…↗
Jun 5
Alphatica — @NoSoup4U____ If they issue more equity its going to crash. But it will be a good dip buy. $META and $GOOGL are not the same.↗
Jun 5
Ben Pouladian — Google sold stock this week to fund AI capex. Meta, Microsoft and Amazon are weighing the same move
The same week, NVIDIA pledged to return more than 50% of free cash flow to shar…↗
Jun 5
Shay Boloor — $SPCX reportedly signed a $30B cloud compute agreement with $GOOGL.
The deal includes ~110,000 $NVDA GPUs along with CPUs, memory and supporting infrastructure. https://t.co/ixzbR…↗
Jun 5
Shay Boloor — $META is reportedly considering selling tens of billions of dollars in new shares to fund its AI buildout following $GOOGL massive equity raise. https://t.co/xnfi4YQDwt↗
Jun 5
amit — oh my goodness
financial times reporting that $META is now thinking of raising "tens of billions" in new share sale
$GOOGL opened the floodgates...if all the Mag 7s think the ma…↗
Jun 5
Serenity — @darkseidzz hmm, i prefer all your upstream chokepoints over $NVDA long term since those will be re-rated the most (nvidia already largest company in the world)
pretty sure hypers…↗
Jun 5
Trade Whisperer — Patience. Breathe. Think Long Term.
$GOOGL Token Consumption Trajectory.
300x+ growth vs 2024.
Chips are devouring the world.
$MU $SNDK $DRAM $AMD $INTC $TSM https://t.co/4Su…↗
Jun 5
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #44
Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $AVGO earnings & why custom silicon demand st…↗
Jun 5
Serenity — @dong7da7 I used to draw silly things on charts like Pokemon on charts to joke about how people do TAs.
Because most of the time, technical analysis doesn’t actually mean anythin…↗
Jun 5
Shay Boloor — THE $SPCX VALUATION JOURNEY
• 2002: $27M valuation with no rocket flown yet
• 2010: ~$1B valuation after Falcon 9’s first flight
• 2015: ~$10B valuation after $GOOGL invested with…↗
Shay Boloor — $AVGO has locked in some of the most important AI infrastructure customers on Earth across the next several years:
• $GOOGL long-term deal to design and supply future TPU generat…↗
Jun 4
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
Alphatica — +$18.85B. All eight names buy. Zero sellers. First time in the history of the series.
$33.6B in buy blocks. $14.8B in sells. Net flow: +$18.85B. 30,389 prints. Buy/sell ratio: 2.3…↗
Jun 4
Shay Boloor — $AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems.
If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chi…↗
Shay Boloor — $AVGO Semiconductor Solutions revenue grew 79% YoY as it becomes the design partner for hyperscalers building custom AI inference chips.
$GOOGL, $META, OpenAI & Anthropic all…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 4
Shay Boloor — $IBM and $GOOGL Cloud launched a new practice to help enterprises deploy AI agents across hybrid systems.
IBM will use Google Cloud-certified consultants to build industry-specifi…↗
Shay Boloor — $AAPL will reportedly use $GOOGL Cloud's $NVDA Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model.
Thats one of the stron…↗
Jun 4
Shay Boloor — $PLTR and $GOOGL announced a strategic AI and data partnership connecting Palantir Foundry and AIP with Google BigQuery and Gemini.
Gemini gets closer to real enterprise workflows…↗
Serenity — Yeah… I think all your upstream semi supply chain companies are going much higher.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers…↗
Jun 4
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 4
Serenity — @lousyjets No, people are misinterpreting $AVGO CEO comments.
Demand is insatiable in general, but hyperscalers don't want to be bottlenecked, so it's inevitable $GOOGL and other…↗
Jun 4
Serenity — @madridraptor $QCOM was Bytedance and maybe $AMZN if i remember correctly, not $GOOGL TPU.
I'm really not a fan of how much exposure Qualcomm has to China though. But they made s…↗
Shay Boloor — $AVGO said the company entered an agreement to give Anthropic access to another 5GW of next-generation $GOOGL TPU-based compute starting in 2027. https://t.co/LeCW7lktEW↗
Jun 3
Shay Boloor — $AVGO is down over 13% after management kept its AI targets at 10GW in 2027 and $100B+ long term instead of raising guidance like prior quarters.
The pressure is also margin-relat…↗
Shay Boloor — $GOOGL plans to use ~$30B of its $80B equity raise to cover tax obligations tied to employee stock awards.
That represents ~40% of the raise which is about double last year’s lev…↗
Alex A.C. — This is BIG news 😱 I was bullish OCS before (I have some posts about it, that's why I was also bullish MEMS tech), mainly due to $GOOGL but later Huawei said they'll use that solu…↗
Jun 3
Shay Boloor — $GOOGL upsized its capital raise to ~$85B from $80B after its convertible stock sale was reportedly oversubscribed.
The demand comes as Google races to scale AI compute capacity f…↗
Jun 3
Serenity — @Uri62223094 its supply chain confirmation, I knew $NVDA was an investor in Ayar, so Id assume they wanted some strategic collaboration like NVlink ecosystem.
$AMD also invested i…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 2
AlmaCap — The AI labs and SpaceX are all IPOing to raise funding to accelerate their AI build-outs. Meanwhile the MAG 7 have been funding their buildouts from operating cashflows... that isn…↗
Jun 2
Alphatica — @scottz06 Yes. What they did yesterday was a huge bullish signal. But there is only so much to go around. It has to come from somewhere. We would be careful with the crowded names…↗
Jun 2
Shay Boloor — $GOOGL is now sitting over $275B in unrealized gains from its investments in Anthropic and SpaceX.
Both are expected to go public this year in what will be two of the biggest IPOs…↗
Shay Boloor — $GOOGL convertible stock sale is reportedly oversubscribed as the company raises $80B to fund its AI infrastructure buildout.
The demand for the deal comes as Google races to scal…↗
Jun 2
Alphatica — $GOOGL ACTIVE IN THE DARK POOL
BUYS: $ 1442.0M SELLS: $ 63.3M NET: $ +1378.7M COUNT: 20 https://t.co/harEARt2SP↗
Jun 2
TheValueist — $GOOGL $AVGO $APX $BX RESEARCH NOTE - Anthropic-Google TPU Capital Stack: AI Infrastructure Becomes A Balance Sheet Trade
https://t.co/Mx0Q750EJG
Bottom Line: The Anthropic-Googl…↗
Lando — $IREN
REMEMBER every day that passes without a deal means we are that much closer to a deal
It’s only a matter of time
> the stock is near ATHs
> AI trade stronger than…↗
Jun 2
PhotonBull — Two forces dominate global capital right now and nothing else comes close in scale or durability.
We often hear stories about the K-shaped economy and how the regular consumer is…↗
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 2
Alphatica — @Laoyufu Very bullish. Probably for the entire space as well. Some are reading this wrong. This is as bullish an indication as you can get if you are looking for one. $GOOGL↗
amit — @DougCatsby You can’t manipulate it.
Talking about $RDDT $ORCL $GOOGL etc can’t be manipulated
Too big, large floats
Talking about some sub $1B company and a large influence rep…↗
シバイヌおやびん（投資系VTuber） — @amitisinvesting But $GOOGL is also a beneficiary because it sells TPUs to Anthropic. It's a difficult call to make.↗
Jun 1
Serenity — @JonahK44 $NBIS is $META and $MSFT.
$GOOGL has done a lot of Fluidstack deals with $CIFR to $WULF for more Colo. my guess is to plug in a lot more of their TPUS↗
Jun 1
Serenity — I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex…
Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout.
- $40B ATM, $30B offerings, Be…↗
Jun 1
TheValueist — Very bullish. You have this $GOOGL equity offering, $APO $BX $36bn debt financing, plus Anthropic IPO. Tons of cash coming into the Team TPU system.↗
Jun 1
tae kim — If I was an Alphabet shareholder I'd be livid. Why is Berkshire getting a discount vs. average investor? Why are they selling equity at their level of profitability? It makes no se…↗
Trade Whisperer — @Quantum_memory $MSFT & $GOOGL. Not financial advice.↗
Jun 1
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
TheValueist — $BRK.A should have definitely went with team $NVDA . Team $GOOGL not terrible. My bets are spread with both.
(Bloomberg) -- Google parent Alphabet Inc. is raising $80 billion in…↗
Jun 1
Ben Pouladian — Alphabet is raising 80B to buy compute “to meet unprecedented customer demand”
Berkshire put in 10B of it
Read that again
The most patient capital on earth just underwrote a GPU…↗
Jun 1
The Future Investors — $GOOGL Alphabet is reportedly raising $80B to fund its massive AI infrastructure expansion 🤖💰
As part of the deal, Berkshire Hathaway would invest $10B in the company 🚀 https:/…↗
Jun 1
amit — Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings.
The Mag 7 used to buy back stock. Now they are dumping shares in the open market.
Why? AI infras…↗
Jun 1
Trade Whisperer — Jun 1st. $GOOGL plans $80 billion equity raise to fund AI infrastructure expansion, Berkshire Hathaway to invest $10 billion
2026 capex guidance: $180–$190 billion (expected to ri…↗
Jun 1
unusual_whales — BREAKING: Google, $GOOGL, has announced it has raised $80 billion to build AI infrastructure↗
Jun 1
Shay Boloor — $GOOGL announced an $80B capital raise to fund its AI infrastructure buildout with Berkshire Hathaway committing $10B through a private placement.
The raise gives Google more capi…↗
amit — so we saw what they did to $GOOGL last year at $150
we just saw what they did to $MSFT over the past few weeks from $395 —> $460
we all know they will do the same to $META right…↗
Jun 1
Alex A.C. — That's EXCESSIVE guys. Already $50 B / GW vs the "$20B-30B" initial ones was a step, but now $100 B / GW.... ufff..... 😬
That can hurt the AI expansion.... though will give more…↗
Shay Boloor — $ORCL founder Larry Ellison says next phase of AI will come from combining public models with proprietary enterprise data.
These 5 names own some of the deepest proprietary data m…↗
May 30
TheValueist — $NVDA $MU $SNDK $LITE Outstanding interview that provides clear line of sight into how the top institutional TMT investors are thinking about GAI. I as I said below, from my non-sc…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 29
Alex A.C. — Past 10Y-Return:
Big Tech >>> Berkshire Hathaway $BRK
I exclude the GIANT winners of the AI Revolution to not distort the comparison.
Btw, their prices right now are no…↗
May 29
Alphatica — Yesterday: +$21.2B record buy. Today: net sell. The playbook flipped.
$MSFT +$2.45B with $5.6M in sells. $PLTR +$894M with zero sells. $NVDA +$1.08B. Buy platforms and AI. Sell ev…↗
Mo — June seasonality is very clear.
$SPX
Strong early June → steady advance through mid-month → seasonal pause late month → positive finish into month end.
$AAPL
Early strength → wea…↗
Shay Boloor — $GOOGL & $WDAY expanded their AI partnership to bring Gemini-powered agents deeper into enterprise HR & finance workflows.
Sana will now plug into Gemini Enterprise while…↗
May 28
Alphatica — JUST IN:
Workday just made Google's Gemini the default AI model inside its platform.
Not a partnership announcement. Not a pilot. Default integration across HR and finance workf…↗
May 28
Shay Boloor — $AAPL is reportedly preparing a major Siri redesign for iOS 27 that would make it the center of Apple’s AI experience.
• New Siri interface across Dynamic Island, Camera, Search &…↗
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 28
Serenity — Ayar’s announcement today with Wiwynn is potentially very material for $SIVE regarding CPO -> rack scale deployments.
As Wiwynn cloud clients include $AMZN, $META, $MSFT.
And th…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
tae kim — 👀 "we think the [Google Cloud] margin rise is an illusion" - @SemiAnalysis_ $GOOGL https://t.co/AktwrC3e6U↗
May 27
Alex A.C. — @jukan05 - [ $GOOGL $AMZN $META]: "Pls take my money to build more memory factories"
- [ $MU SK hynix Samsung]: "NO" https://t.co/xDij9WtAat↗
May 25
Shay Boloor — $NVDA EXPECTED TO BECOME THE MOST PROFITABLE COMPANY IN WORLD BY 2027
The global profit pool is shifting toward AI compute, memory & the platforms scaling on top of both:
1.…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 23
Michael | Hypermarkets — My girlfriend says she'll buy and hold $SPCX like marriage when it IPO on June 12.
She'd have $40,000,000 if she held $NVDA since its IPO with $10,000.
There's 10 stocks with di…↗
May 23
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TSLA building one of the most vertically integrated humanoid stacks combining Optimus Gen 3 hardware, its in-house AI5 inference chip & same F…↗
Shay Boloor — $GOOGL is the most profitable company in the world with $160B in annual net income.
Google is the only player in the AI economy that owns the full stack: TPU silicon, Gemini model…↗
Alphatica — DARK POOL SCANNER | May 22, 2026 | Warsh Day 1 | Memorial Day Weekend
$9.6B in off-exchange flow. 293 prints ≥$5M. Net: -$2.69B sell.
Both tapes agree heading into the three-day…↗
May 22
Alphatica — Warsh Day 1. -$1.99B net sell. But remove $NVDA and the tape is +$1.83B buy. Two markets on one tape.
Kevin Warsh was sworn in as the 17th Fed Chair at the White House this mornin…↗
May 22
Serenity — Feels like $FUTU and $TIGR are kinda screwed? The Chinese Gov is going after their historical revenues.
There's basically no fair law in China (esp. with IP), so if Gov wants some…↗
May 22
InvestmentGuru — Trump Just Put $2 Billion Into Quantum Computing
The Full Quantum Ecosystem to Watch:
Pure-Play Quantum:
→ $IONQ | $QBTS | $RGTI | $INFQ | $QUBT | $XNDU
Quantum Security:
→ $ARQ…↗
May 22
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Anthropic is reportedly in early talks to rent Azure servers powered by Microsoft’s $MSFT Maia AI chip…↗
May 22
Alphatica — DARK POOL ACTIVITY | May 21, 2026 | Post $NVDA Earnings
$4.9B in off-exchange flow. 274 prints ≥$5M. Net: +$1.25B buy.
Yesterday the dark pool sold $NVDA -$1.32B with zero buys.…↗
May 21
TheValueist — $NVDA $MU $SNDK $LITE $GOOGL Straight from the horse’s mouth. Bullish GOOGL and the GAI infrastructure trade. Yet, they still have much more to figure it out for broader enterprise…↗
May 21
amit — @AustinsStocks It always is in the waiting like what you had to do with $GOOGL before it eventually proved you to be so right↗
May 21
Shay Boloor — OpenAI and Anthropic are locking up capacity years in advance because whoever controls compute controls how fast AI products, agents and inference revenue can scale.
Nearly half o…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $NVDA reported a massive Q1 2026, with revenue reaching $81.6 billion, up 85% year over year. Data Ce…↗
May 20
InvestmentGuru — $NVDA Q1 FY’27 EARNINGS — BEAST MODE
💰 EPS: $2.40 — up +212% YoY
📈 Revenue: $81.61B — up +85% YoY
And they’re not slowing down 👇
🔭 Q2 FY’27 GUIDANCE:
→ Revenue: $91.0B (±2%)…↗
May 20
Shay Boloor — @VanquishTrader Some of the numbers that $GOOGL released yesterday on AI usage was WILD↗
May 20
Shay Boloor — The $GOOGL & $BX neocloud news validates how tight AI compute supply still is with the new platform reportedly targeting 500MW by 2027.
If Google is contributing TPUs, software &…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 20
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. President Trump today said Chinese President Xi Jinping promised him that China is not sending weapon…↗
May 19
Alphatica — DARK ACTIVITY SCANNER | May 19, 2026 | $NVDA Eve
$17.6B in off-exchange flow. 473 prints ≥$5M. Net: +$1.19B buy.
The lit tape said all eight names buy. Zero sellers. The dark poo…↗
May 19
Shay Boloor — Absolutely wild that the number of tokens $GOOGL processes has grown 330x in two years 🤯 https://t.co/e9Kr0qVGfJ↗
May 19
amit — @AimUsurper $GOOGL features have been really impressive
market agrees as the stock is basically at all time highs!↗
May 19
KaizenInvestor — Did $GOOGL just completely reverse the AI market? https://t.co/rPN0UATvFe↗
May 19
Shay Boloor — $GOOGL launched Gemini 3.5 Flash which it says beats Gemini 3.1 Pro across coding, real-world agentic tasks & scaled tool use.
Artificial Analysis shows it running at 289 outp…↗
May 19
Shay Boloor — $GOOGL ENTERS THE AGENTIC AI RACE WITH GEMINI SPARK
Gemini Spark is a personal AI agent that can run 24/7 on dedicated virtual machines powered by Gemini 3.5, Google Antigravity a…↗
May 19
Shay Boloor — $GOOGL just announced Gemini Omni which is its new AI video generation model built directly into Gemini.
Google calls it “our first step towards a model that can create anything f…↗
May 19
The Future Investors — $GOOGL Google unveiled Gemini Omni — a new AI model that can generate video, images, audio & text from almost any input 📹🤖
Google calls it a major step toward AI systems tha…↗
May 19
Shay Boloor — $GOOGL is launching Docs Live in the U.S. this summer.
Users will be able to create and edit documents with voice directly inside Google Docs. https://t.co/S97DMUmqwe↗
May 19
tae kim — Gemini MAU 900 million+ $GOOGL https://t.co/rJq4nd3nYO↗
May 19
Shay Boloor — $GOOGL CEO Sundar Pichai says Google now processes more than 3 quadrillion tokens per month across its ecosystem.
That kind of token growth is the clearest proof that AI cycle is…↗
May 19
tae kim — Google I/O. AI token growth 7X y/y $GOOGL https://t.co/Y8WtWxkZxl↗
May 19
PhotonBull — How to play space solar beamed power without having to pick any single satellite operator, some quick thoughts:
$META reserved up to 1 GW from Overview Energy on April 27, the fir…↗
May 19
TheValueist — $NVDA $MU $SNDK $LITE Read this and watch @GavinSBaker ‘s Sohn interview. Outstanding and inside baseball read on what is transpiring in the GAI infrastructure trade. I agree with…↗
May 19
The Future Investors — $GOOGL $BX Blackstone and Google launched a major AI infrastructure venture to offer cloud access to Google’s TPUs 🤖⚡
▪️ Blackstone commits $5B upfront
▪️ Total investment could…↗
May 19
Ray Wang — Process of researching about $GOOGL TPU. https://t.co/KW9HSuVf0h↗
May 19
TheValueist — $GOOGL $BX EXECUTIVE OVERVIEW
Google’s TPU cloud joint venture with Blackstone is strategically more important than the headline $5 billion equity commitment implies. The transact…↗
May 19
TheValueist — $GOOGL $BX While we are discussing psychology, recognizing my confirmation bias in this TPU situation was key to me sizing up my GOOGL position. It's better to realize it late than…↗
May 19
Shay Boloor — $GOOGL and $BX are reportedly launching a new AI neocloud company with Blackstone providing $5B in equity and Google supplying TPUs, software and services.
The goal is to bring 50…↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
Ray Wang — $GOOGL and $BX to Create $5B New AI Cloud Company Using TPU, per WSJ.
Aims to bring 500MW of capacity online in 2027. https://t.co/iGIw26QQaz↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
TheValueist — $GOOGL quietly knocked out another all time intraday high today. Still more to go for this name. https://t.co/XTxgEVsov9↗
May 18
Wayne Liang — $SPCX (SpaceX) is filing their S-1 publicly this week, and trades on Nasdaq June 12th.
What's interesting is Nasdaq-100's new fast-entry rule (effective May 1) makes $SPCX eligibl…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
KaizenInvestor — 5. $GOOGL
While the previous companies are direct hardware enablers, Alphabet offers a fundamentally different approach with a massive direct financial upside. Alphabet was an ear…↗
May 15
amit — BERKSHIRE HATHAWAY OPENS NEW POSITIONS IN $DAL DELTA AIRLINES AND $M MACYS.
They added very heavily to their $GOOGL position as well by increasing it by 200%.
Some pretty incre…↗
May 15
Shay Boloor — Bill Ackman fully exited $GOOGL last quarter and opened a new $2.1B position in $MSFT. https://t.co/THSNUr0i3A↗
May 15
Shay Boloor — Warren Buffett’s Berkshire Hathaway more than tripled its $GOOGL position last quarter bringing the stake to over $15B. https://t.co/WlktNapGg9↗
May 15
Shay Boloor — Stanley Druckenmiller fully exited his $GOOGL position last quarter and initiated new positions in:
• $AVGO ~$61M
• $SNDK ~$24M
• $INTC ~$18M
• $ARM ~$16M
• $NET ~$11M
• $MU ~$8M…↗
May 15
amit — @VJNCapital was a complete exit
$GOOGL and $DASH↗
May 15
amit — STANLEY DRUCKENMILLER SELLS $GOOGL AND BUYS $SNDK SANDISK IN RECENT 13F FILING
Well, looks like even some of the big guys are ditching their Mag 7s for the AI infrastructure plays…↗
May 15
Ben Pouladian — Here is a guest piece I wrote for @ForwardFuture about what it takes to really run a 10T model
Enjoy the weekend!
$nvda $GOOGL $AVGO $MU $SNDK
https://t.co/m4sghCW8jN↗
May 15
Alex A.C. — "If $GOOGL TPU v9 upgrades the topology [potentially a 6D torus] a 4x increase in ICI bandwidth [it's possible].
If coherent optics [are introduced], dollar content per optical mo…↗
May 15
Serenity — Taiwan financial sector rules are hilariously stupid.
They literally dispositioned Mediatek, one of their largest companies lmfao.
It's like if the US stopped letting people buy…↗
May 15
Serenity — Not sure if people realized this but unless a thesis completely breaks, companies like $NBIS can keep growing.
Just look at $AMZN or $GOOGL over the past 15 years.
If people "tr…↗
tae kim — Investors seem unaware that Google is missing the boat on agentic AI, but alas! $GOOGL↗
May 14
Alphatica — DARK POOL UPDATE | May 13, 2026
$8.8B in off-exchange flow. 326 prints ≥$5M. Net: +$2.85B buy.
Yesterday the dark pool said -$1.05B sell. Today it flipped to +$2.85B buy. The lit…↗
May 13
Mike Investing — Over the last few weeks generational wealth has been made for many.
Some of my most notable callouts include:
$NBIS at $68 & ran to $217+
$RKLB at $37 & ran to $127+
$C…↗
Alphatica — CPI hot. PPI hot. The tape bought +$15.8B. Seven of eight names net buy.
CPI 3.8% yesterday. PPI 6.0% today. Rate hike odds at 39%. The worst back-to-back inflation prints since 2…↗
May 13
Shay Boloor — $GOOGL JUST CLOSED ABOVE $400 FOR THE FIRST TIME EVER https://t.co/2ksbEG1McD↗
May 13
Frenchie — Mes 5 plus grosses convictions actuellement sur le stock :
$STMPA - MCAP ~$51.5B / ~€43.8B
Semi européen sous-valorisé.
Exposition auto, industriel, Datacenter, power semis. Le m…↗
The Future Investors — $GOOGL Google introduced "Googlebook," a new AI-first laptop category combining Android and ChromeOS, built around Gemini Intelligence. Key features include an AI-powered "Magic Po…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
May 13
Shay Boloor — $INTC chips will reportedly power $GOOGL new AI-powered laptop segment called Googlebook. https://t.co/TMoN8zM3ih↗
May 12
Shay Boloor — $GOOGL is launching AI-first laptops called Googlebooks this fall.
They’re built around Gemini, Android apps, Chrome and tighter phone integration including Magic Pointer for Gemi…↗
May 12
The Future Investors — $GOOGL Google is reportedly in talks with SpaceX about launching orbital data centers into space, as Google explores space-based AI and computing infrastructure 🤖🛰️ https://t.co/…↗
May 12
Shay Boloor — $GOOGL & SPACEX ARE IN TALKS TO LAUNCH DATA CENTERS IN ORBIT https://t.co/HF3TYMoEBZ↗
May 12
Antonio Costa — $TSLA $GOOGL SpaceX, Google in Talks to Explore Data Centers in Orbit $ASTS https://t.co/lTy8TTS0n2↗
May 12
Wayne Liang — Starlink V3 is being built with orbital data center capabilities (SpaceX is validating the entire space computing thesis).
Expanding on why each company from my earlier post matte…↗
May 12
Shay Boloor — $KLAR is bringing flexible payment options to $GOOGL Search and Gemini through Google Pay in the U.S.
The integration adds BNPL and installment financing directly into the shoppin…↗
May 12
Shay Boloor — OpenAI reportedly capped $MSFT total revenue share at $38B under its revised deal.
That could give OpenAI more flexibility to work with $AMZN and $GOOGL as it builds toward a pote…↗
Serenity — Not sure why people ask these types of questions across every single stock from $AAOI to $LPK under every post?
I've already said multiple times, I have positions after $FLNC ear…↗
May 11
Alphatica — Earth data centers are getting too loud, so we just decided to move the whole operation to Mars.
Nvidia-powered, zero noise complaints, and the servers stay perfectly cool in the…↗
May 11
Serenity — I actually think $FLNC should be a lot higher.
The implications of having 2 incoming direct hyperscaler contracts in 1 quarter is enormous.
$MSFT to $AMZN don't sign tiny deals…↗
May 11
unusual_whales — Just five companies, Alphabet, $GOOGL, Nvidia, $NVDA, Amazon, $AMZN, Broadcom, $AVGO, and Apple, $AAPL, have accounted for half of the S&P500 growth since April, per FT: https:…↗
May 10
KaizenInvestor — I have some new followers asking about my porftolio. I always give a monthly update on my portfolio but as I had the question a lot last week, I share it again.
I have 15% cash b…↗
May 10
Shay Boloor — HOW MUCH PROFIT THE MAG 7 PRINT EVERY 24 HOURS
• $NVDA ~$485M
• $GOOGL ~$435M
• $MSFT ~$421M
• $AAPL ~$393M
• $AMZN ~$261M
• $META ~$251M
• $TSLA ~$10M https://t.co/B370rgSDCH↗
May 10
Shay Boloor — MY 3 FAVORITE SPACE ECONOMY STOCKS
1. $RKLB (Vertically Integrated Defense Prime)
Rocket Lab is the only company outside of SpaceX that's executing as a vertically integrated sp…↗
May 10
Serenity — @pepemoonboy Thanks, im proud of this one. $AXTI made me famous on X.
My $GOOGL call at $150 made me famous on $RDDT before that just went up to $400.
Hope to see one about a fr…↗
May 9
Evergreen Capital — @evrgn11112231 Lol I mean, I assumed you’re aware the P/E multiples of the largest megacap Internet and semiconductor names, which are really the ones that matter and are the bigge…↗
May 9
Wayne Liang — So I posted $MU back in August 2025 when it was sitting around ~$118, calling a soon-to-come reversal from that choppiness.
Two weeks later, the first https://t.co/r8G8UwUxO6 buy-…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
TheValueist — $NVDA $GOOGL $MSFT Well, it looks like Chris Hohn might be thinking along the same lines as me. https://t.co/4H0uGTrq1M↗
May 8
TheValueist — I've consolidated all of my Mag 7 exposure into $NVDA $GOOGL . Both with all-time highs today. These two have tremendous momentum in both their fundamental businesses and stock pri…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
May 8
Shay Boloor — @PolymarketMoney $GOOGL clearly has high conviction in new space economy 🧐↗
TheValueist — To keep my brain sane, I like to maintain a split (not always balanced) between the mega GAI names like $NVDA and $GOOGL and the high-beta SMID GAI names. For the past couple of ye…↗
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 7
Serenity — Agreed high-level directionally, $FLNC compelling at $3B valuation post-earnings after taking a closer look.
Very rare to see a US energy player that small get 2 direct Hyperscal…↗
May 7
Serenity — Wait a sec…
This feels so weird I talk about Faker and Aespa and suddenly they’re doing $GOOGL ads together. https://t.co/U9TJ1XHUDj↗
May 7
Shay Boloor — $GOOGL says Fitbit Air will launch at $99.99 with Health Coach included through Health Premium. https://t.co/JW5qNpigAS↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
Evergreen Capital — Just to remind people, it hasn’t even been 2 weeks since $GOOGL announced it was doubling the amount of Arm-based Axion CPU hosts per TPU server. Don’t overthink it: no matter how…↗
Alphatica — $SNDK is up 18.5% in 3 sessions since earnings.
The options market disagrees.
We ran a full forensic analysis. Here's what we found:
The put/call ratio has been elevated for ove…↗
May 6
Wayne Liang — Alright so BlackRock teased a new partnership with an unnamed hyperscaler coming later this week.
$13.9 Trillion in AUM deciding where to put capital next... this is absolutely ma…↗
May 6
Trade Whisperer — $GOOGL New PTs: 16 firms. 16 raises.
Just remember: Google can’t do awesome google stuff without buying some chips from $MU $DRAM $SNDK https://t.co/fnEi3QVLZl↗
May 6
Mike Investing — The recent Iran-U.S. war crash was indeed just another generational wealth making opportunity like predicted…
Just a little over a month ago, I shared my top dip-buys to take.
Si…↗
May 6
InvestmentGuru — 5 AI Infrastructure names I’m still buying on pullback
$MU
Hit a new 52-week high of $640 on strong hyperscaler demand signals and bullish analyst revisions.  HBM market growing…↗
TheValueist — $GOOGL (Bloomberg) -- Alphabet Inc. needs to borrow heavily to fund investments in artificial intelligence, and it’s increasingly tapping every market to do so.The parent of Google…↗
The Future Investors — $GOOGL Alphabet is now the most valuable company in the world 🌍👑
Shares rose after reports that Anthropic committed to spending $200 billion on Google Cloud and chips over time…↗
May 5
Shay Boloor — Anthropic reportedly plans to spend ~$200B with $GOOGL over five years for cloud infrastructure and chips.
That commitment would represent more than 40% of Google's disclosed clou…↗
amit — ANTHROPIC COMMITS TO SPENDING $200B ON GOOGLE CLOUD AND CHIPS OVER THE NEXT 5 YEAR — THE INFORMATION
Google $GOOGL is now the most valuable company on Planet Earth, overtaking $NV…↗
May 5
Shay Boloor — $GOOGL just shipped AI-powered “key moments” in Google Finance.
The feature helps users understand major stock chart moves and jump directly to key moments in corporate earnings c…↗
May 5
Trade Whisperer — $TSM Here is what the market does not understand.
Apple is in exploratory talks with Intel and Samsung for SECONDARY foundry capacity.
This is NOT a preference. TSMC capacity are…↗
May 5
Shay Boloor — $GOOGL is reportedly building “Remy” which is a 24/7 personal AI agent for Gemini.
It’s designed to monitor what matters, act across Google services and learn user preferences ove…↗
May 5
Shay Boloor — $AAPL is testing integrations with $GOOGL and Anthropic for iOS 27.
The move would let users choose rival AI models across Apple’s ecosystem. https://t.co/0bESEqZiu8↗
May 5
Shay Boloor — @PolymarketMoney $GOOGL and $NVDA are monsters↗
May 5
Shay Boloor — $GOOGL MAKES $1M IN PROFIT IN UNDER 4 MINUTES 🤯 https://t.co/XKPXuZn4fa↗
May 5
Jason Luongo — 7. $GOOGL - Alphabet
Q1 revenue hit $109.9B, up 22%. Google Cloud grew 63% to $20B with backlog nearly doubling to over $460B. Search still grew 19% on top of its massive base. Th…↗
May 5
Shay Boloor — $DUOL sits in one of the clearest categories for AI disruption as $GOOGL Gemini, ChatGPT & Claude make real-time language tutoring easier to access.
The company has to prove its g…↗
May 5
Shay Boloor — $GOOGL, $MSFT and xAI agreed to give the U.S. government early access to evaluate their AI models before public release.
They join OpenAI and Anthropic in allowing federal pre-rel…↗
May 5
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 4
Alphatica — -$19.6 billion net sell. $AAPL dumped. $NVDA bought back. The tape split.
This morning: breadth positive, volume negative. Our volatility update at 2 PM flagged breadth breaking.…↗
May 4
Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy...
Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗
May 4
Shay Boloor — I shared a new trade 5 weeks ago buying these $MU options when the market sold off on the ridiculous $GOOGL TurboQuant headlines (those same options are now up more than 300%).
So…↗
May 4
The Future Investors — Cloud infrastructure revenue came in at $129B in Q1 2026 (+36% YoY) 🚀
The market share by provider:
🟠 AWS | 28% (0%)
🔵 Azure | 21% (0%)
🟢 GCP | 14% (0%)
⚫ Others | 37% (0%)
$A…↗
May 4
Shay Boloor — TOP 10 AI REVENUE WINNERS
AI revenue is concentrating around the companies that either build the compute or control the cloud demand layer:
AI Infrastructure are where AI demand…↗
May 4
Shay Boloor — This is what happens when $MSFT, $GOOGL, $META & $AMZN all say “we are compute constrained”:
• $NBIS +12%
• $IREN +11%
• $CRWV +7%
• $CIFR +6%
• $APLD +4%
• $DOCN +4%
• $WULF +3%↗
May 4
Shay Boloor — $GOOGL TPUs reportedly still can’t be used in some classified contexts even as the U.S. government looks to reduce reliance on Anthropic’s Claude.
Officials are now seeking ways t…↗
May 4
Shay Boloor — $GOOGL owns ~6% of SpaceX and 14% of Anthropic with its long-term investment portfolio now above $100B.
That portfolio was marked up by ~$40B this quarter as Google now has direct…↗
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
Shay Boloor — Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tec…↗
InvestmentGuru — THE NEOCLOUD SECTOR
$CRWV $IREN $NBIS $CIFR
AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the…↗
May 3
KaizenInvestor — @pinetree_cap I see $PL as one of the safest investments in the space industry. They have a positive free cash flow and positive EBITDA (in some quarters). Their technology works p…↗
May 3
Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment :
1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗
May 3
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
May 3
Shay Boloor — $AMD CEO Lisa Su said at CES 2026 that the world may need 100x more compute over the next five years as AI workloads scale across industries.
This earnings cycle is proving the po…↗
Shay Boloor — THE COMPUTE CAPACITY BOTTLENECK
$GOOGL just admitted Google Cloud is leaving revenue on the table because it cannot build capacity fast enough with shifts the bottleneck to compan…↗
May 2
Lando — @accounting_ds Totally agree. I think $IREN will also utilize a Colo model in the future especially since hyperscalers are diversifying from $NVDA like $AMZN chips + $GOOGL TPUs. I…↗
May 2
Shay Boloor — $GOOGL booked ~$39.7B in profit last quarter which works out to ~$440M per day.
Google has the chips, cloud, models, consumer surfaces, ads engine and enterprise platform making i…↗
May 2
Shay Boloor — Paul Tudor Jones says today’s market has “so many similarities” to 2000 calling it “the easiest bear market” of his career.
Hard to take bear argument seriously when some of the l…↗
May 2
mon — $IREN Sweetwater 1.4GW site energized as scheduled.
A 1.4GW site, fully online, at a time when nearly half of all planned U.S. data centers are either delayed or cancelled altoget…↗
TheValueist — My fundamental error with $GOOGL was pure confirmation bias. I was convinced that GOOGL wouldn't sell TPUs directly to third parties, so I only looked for information that supporte…↗
May 1
Shay Boloor — $GOOGL is up ~40% since Warren Buffett’s Berkshire Hathaway disclosed its $4B stake nearly six months ago. https://t.co/HV20sZD9Js↗
May 1
TheValueist — $ORCL added to the team today. Larry has a knack for scooping up business from Fed/state/local governments.
$NVDA $GOOGL $AMZN $MSFT https://t.co/NiIKttiJSq↗
May 1
KaizenInvestor — The rating of my current holdings according to this framework.
$GOOGL: 97/100
Alphabet’s management operates with relentless execution and immense capital discipline. While the sh…↗
May 1
Shay Boloor — @JRupena Every new $GOOGL TPU generation is going to pull more demand across optics, power, memory, CPUs and interconnect cables. Still so early.↗
May 1
Shay Boloor — $NVDA, $MSFT and $AMZN signed Pentagon AI agreements to expand advanced AI use on classified military networks.
They join $GOOGL, OpenAI and SpaceX as the DoD pushes toward an “AI…↗
May 1
Shay Boloor — $GOOGL JUST HAD ITS BEST MONTH SINCE 2004 https://t.co/QKgtZYTMrP↗
May 1
Frenchie — Il faut que je vous parle de @JulienTechInvst
Julien, c’est le plus gros profil francophone sur les semi-conducteurs et l’IA.
Un ingénieur de formation, aujourd’hui chez @SemiAna…↗
May 1
Mike Investing — If you missed $INTC at $30.
Missed $AMD at $68
Or even missed $GOOGL at $140…
Then you do not want to miss out on $NBIS.
The rotation from Photonics into data centers is only j…↗
Mo — May seasonality is very clear.
$SPX
Early strength → mid-month chop → expansion into the back half.
$AAPL
Steady bid → consistent grind → strength builds into month end.
$MSFT
C…↗
Apr 30
Alphatica — SNDK crushed earnings by 60%. Stock down 6.3%.
Non-GAAP EPS: $23.41 vs Street $14.62, beat by 60.1%
Revenue: $5.95B vs Street $4.70B, beat by 26.6%
Datacenter revenue up 233% sequ…↗
Apr 30
Jerry Capital — "DA Davidson believes the "only way forward" for Alphabet $GOOGL is a complete breakup that would allow investors to own the business they actually want." may 2025↗
Apr 30
Jerry Capital — 12 months ago
"DA Davidson believes the "only way forward" for Alphabet $GOOGL is a complete breakup that would allow investors to own the business they actually want."↗
Apr 30
Shay Boloor — $GOOGL UP MORE THAN 10% TODAY https://t.co/vRGn1Y7BAd↗
Apr 30
Trade Whisperer — $QQQ Tricky day. Solid intraday reversal. The BLUE candle cycle continues.
-April is on track for a 15% monthly gain. Best month since April 2020.
-Think about what happened toda…↗
Apr 30
Shay Boloor — $GOOGL market cap is now larger than India’s GDP:
• Google: $4.2T
• India: $4.1T↗
Apr 30
TheValueist — Read this, friends, if you are investing in the GAI infrastructure ecosystem. This is a damn good analysis and synthesis, and I am not simply saying that because we created it. Ver…↗
Apr 30
Alphatica — ROTATION SCANNER | April 30, 2026
The mega-caps beat. The money went everywhere else.
$MSFT, $GOOGL, $AMZN all beat last night. You'd expect tech to lead today. It's the laggard.…↗
Apr 30
Shay Boloor — $GOOGL chart is what happens when a search monopoly keeps reinvesting into new profit pools instead of standing still.
Search funded the empire, YouTube expanded attention, Androi…↗
Apr 30
Shay Boloor — @JRupena $GOOGL will be a $10T company one day↗
Apr 30
Alphatica — MORNING INTERNALS | 10:50 AM ET
The earnings landed. The internals answered.
For three days the internals and the tape told opposite stories. Breadth said sell. The tape kept buy…↗
Apr 30
amit — what type of pump and dump are the market makers doing with big tech today after earnings 😂
$META worst day since October 2025
$MSFT back to $400
$AMZN quickest $14 reversal I’…↗
Apr 30
Daniel Koss — Could SK Square be a 10x stock?
I believe SK Square (KRX: 402340) could be one of the craziest risk/reward opportunities in the market right now!
Please read the full post to und…↗
Apr 30
Shay Boloor — $GOOGL Search now generates ~$642M in revenue every single day 🤯 https://t.co/sovxUMydhY↗
Apr 30
The Future Investors — The 4 hyperscalers reported earnings last night. Here are their revenue breakdowns 📊
Who’s your top pick for the next 3 years? ✨
Choose your fighter 🥊🚀
$MSFT $META $GOOGL $AMZN…↗
Apr 30
mon — $AMZN guided to roughly $200 billion in capex for 2026, $GOOGL to $175–185 billion, $META to $115–135 billion, and $MSFT is tracking toward $145 billion.
Putting the four combined…↗
Apr 30
Serenity — From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive priva…↗
Apr 30
The Future Investors — Big Tech is going all-in on AI in 2026 🚀
$AMZN, $MSFT, $GOOGL, and $META are expected to spend a combined $725B on AI capex next year 🤯👇 https://t.co/10gFfnHWR6↗
Apr 30
Trade Whisperer — $710 Billion.
One year. Four companies.
That capital has to land somewhere.
Memory. CPU. Packaging. Optics. Foundry.
$MU $SNDK $DRAM $TSM $LITE $INTC $AMD
$MSFT $META $AMZN $GOOGL…↗
Apr 30
TheValueist — $AMZN $GOOGL $META $MSFT RESEARCH NOTE - Mega-Cap AI Earnings: Scale Deployment, Capacity Rationing, and Custom Silicon
https://t.co/zBsm2svbqa
Bottom Line: Mega-cap AI earnings…↗
Apr 30
tae kim — I listened to FOUR HOURS of earnings conference calls tonight and distilled all the important management quotes/insights $GOOGL $META $AMZN $MSFT↗
Apr 30
Puru Saxena — We're still early in AI.
- Google Cloud +63% YoY
- Azure growth +40% YoY
- AWS +28% YoY
Meta raised capex growth this year to 94% YoY In 2025, capex grew 87% YoY.
$AMZN $…↗
Apr 30
Shay Boloor — $GOOGL jumps 7% as the market keeps rewarding one of the most vertically integrated AI stories in mega-cap tech.
Google has the chips, cloud, models, consumer surfaces, ads engine…↗
Apr 29
Wayne Liang — Capex guidance came in bigger than expected...
As mentioned before, this will directly and positively impact $APLD, $IREN, $CIFR, $SLNH, and many more.
The group was projected to…↗
Apr 29
amit — well
big tech absolutely crushed
capex raised across the board
cloud growth rates smashed
guidance strong for Q2
$META the only red name, doesn’t make much sense on 33% growt…↗
Apr 29
Evergreen Capital — Something to keep in mind as $META, $MSFT, and $GOOGL all just guided 2026 capex higher:
These numbers don't even account for the inflection we're witnessing with GPT-5.5, the as…↗
Apr 29
Shay Boloor — $AMZN, $MSFT, $GOOGL and $META just updated guidance and now plan to spend a combined ~$710B on CapEx this year to build the AI economy:
• Amazon ~$200B
• Microsoft ~$190B
• Goog…↗
Apr 29
tae kim — THREE OUT OF THE FOUR HYPERSCALERS ARE NOW UP. USA! USA! $GOOGL $META $MSFT $AMZN https://t.co/cpYcpxt1pc↗
Apr 29
KaizenInvestor — Looks like all the CapEx guidances have been raised again during the earnings of the hyperscalers.
Here is an overview of the CapEx guidances of $AMZN, $GOOGL, $META and $MSFT.…↗
Apr 29
Shay Boloor — $GOOGL Cloud backlog has entered god mode.
Backlog nearly tripled in less than a year to $243B while the CEO said cloud revenue would have been higher with more compute.
Connect…↗
Apr 29
Shay Boloor — $GOOGL CEO Sundar Pichai said Google is still compute constrained.
“Our cloud revenue would have been higher if we had more compute.” https://t.co/fUpe22d85Y↗
Apr 29
Shay Boloor — $GOOGL raised the midpoint of its 2026 CapEx guidance to $185B (up from $180B).
Alphabet also said 2027 CapEx will increase significantly from 2026 as the AI infrastructure buildo…↗
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…↗
Apr 29
The Future Investors — $GOOGL Alphabet Q1 Earnings Highlights in 1 picture ✨🚀 https://t.co/Z96tFRtGOe↗
Apr 29
tae kim — Alphabet: "We expect our 2027 capex to significantly increase compared to 2026" $GOOGL
SIGNIFICANTLY BOYS AND GIRLS↗
Apr 29
Shay Boloor — $GOOGL Cloud is showing major enterprise AI momentum with $100M-$1B cloud deals doubling YoY & customers outpacing initial commitments by 45%.
Revenue from products built on G…↗
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
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
Serenity — @peedgdev I forgot about $GOOGL, I’ll do a follow up once all their transcripts are published.
It’s funny how they’re showing this post on Google though. https://t.co/SPMfIbmkj9↗
Apr 29
Shay Boloor — Hard to take the “AI bubble” argument seriously when some of the largest companies on earth are still putting up these growth numbers:
• $GOOGL Cloud +63% YoY
• $MSFT Azure +40% Y…↗
Apr 29
Ben Pouladian — Wow @SemiAnalysis just dropped day-zero numbers on @deepseek_ai V4 Pro
Blackwell (B300): 8,075 tok/s/GPU
AMD MI355X: 6.99 tok/s/GPU
Hopper (H200): 186 tok/s/GPU at higher interact…↗
Apr 29
mon — - $GOOGL Cloud +63% YoY
- $MSFT Azure +40% YoY
- $AMZN AWS +28% YoY
More demand drives more capex.
More capex unlocks more capacity.
More capacity enables new use cases.
And th…↗
Shay Boloor — $GOOGL Q1 EARNINGS
• Revenue $109.9B vs Est. $106.8B
• EPS $5.11 vs. Est. $2.67
• Operating Income $39.7B vs Est. $36.3B
• Google Cloud Sales $20B vs Est. $18B
• Google Cloud Back…↗
Apr 29
Lando — Just got off work and I’m monitoring the situation $GOOGL $META $AMZN $MSFT https://t.co/9btpBlJEXc↗
Apr 29
The Future Investors — 𝗔𝗹𝗽𝗵𝗮𝗯𝗲𝘁 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $GOOGL
EPS: $5.11 vs $2.62 est. ✅
Revenue: $109.90B vs $106.99B est. ✅
Google Cloud: $20.03B vs $17.70B est. ✅
Shares: +4.0% 📈
Li…↗
Apr 29
unusual_whales — BREAKING: Google, $GOOGL, earnings:
- EPS: $5.11, est: $2.63
- Revenue: $109 billion, est: $107 billion
Microsoft, $MSFT, earnings:
- EPS: $4.27, est: $4.06
- Revenue: $82 billi…↗
Apr 29
TheValueist — $GOOGL let's go, baby.
(Bloomberg) -- Alphabet reported revenue ex-TAC for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Revenue ex-TAC $94.67 bi…↗
TheValueist — Getting ready for some Mag7 fireworks.
$AMZN $GOOGL $META $MSFT https://t.co/rKcAZl3n5t↗
Apr 29
unusual_whales — 4 of the MAG7 report this afternoon $AMZN $GOOGL $META $MSFT
$MSFT has had a recent streak of earnings prints that resulted in price movement that far exceeded the expected move,…↗
Apr 29
Shay Boloor — @VanquishTrader I can't wait to see $GOOGL earnings today.↗
Apr 29
Shay Boloor — $GOOGL says Gemini can now create Docs, Sheets, Slides, PDFs and more directly from chat.
Google is turning Gemini from a chatbot into a workspace execution layer. https://t.co/U0…↗
Apr 29
Alphatica — GOOGL reports today after the close.
7 straight beats. Cloud growing 48%. $240 billion in backlog. Stock +118% in 52 weeks.
Street EPS: $2.62
Street Revenue: $106.60B
Alphatica…↗
Apr 29
PhotonBull — Today is the day.
FOMC decision this afternoon, then 4 of the Mag 7 drop earnings after the close.
$MSFT $META $GOOGL $AMZN
Capex guides will tell you everything you need to kno…↗
Apr 29
Alex A.C. — $GOOGL Gemini
- Tokens consumption per minute up +60% QoQ
- Enterprise users up +40%
Where is exactly the weakness in AI demand?? 😉 Go for the bottlenecks: Memory; Storage; InP…↗
Apr 29
Alphatica — MORNING INTERNALS | 11:00 AM ET
The day has arrived. The weakest internals of the series.
A/D ratio: 0.47x, 3,167 declining vs 1,484 advancing
Volume ratio: 0.36x, down volume le…↗
Apr 29
Shay Boloor — @VanquishTrader Not sure who would want to IPO on the same day $GOOGL, $META, $MSFT and $AMZN report earnings😆↗
Apr 29
Shay Boloor — This is what happens when $AMZN, $GOOGL, $META & $MSFT all report in the same afternoon.
The market doesn't care about my Oura readiness score 😅 https://t.co/IDHKE0hWv0↗
Apr 29
Shay Boloor — We’re at the start of the largest physical infrastructure buildout in modern history.
Today, the Big 4 show how much CapEx they believe is still needed to build the backbone of th…↗
Apr 29
Daniel Koss — Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…↗
Apr 29
mon — Today is set to be the busiest day of the year so far on Wall Street.
> Fed rate decision
> Powell’s last press conference as Fed Chairman
> $GOOGL, $MSFT, $META, & $…↗
Apr 29
amit — $AMZN $GOOGL $META $MSFT earnings all tomorrow at once
going to be one of the craziest days all of us will experience in 2026
all those trillions moving back and forth on revenue…↗
Apr 29
Wayne Liang — Tomorrow is probably the most important earnings day of the year so far...
$META, $GOOGL, $MSFT, and $AMZN all report after market closes. $AAPL follows Thursday.
Pay attention t…↗
KawzInvests 🦑 — Insane hyperscaler capex. Insane token/inference demand. And the AI buildout has barely even begun.
Market was shaky today on an OpenAI revenue miss headline and oil ripping on Ir…↗
Apr 28
Shay Boloor — My predictions for tomorrow’s hyperscaler earnings:
• $MSFT: “We are power and compute constrained”
• $META: “We are power and compute constrained”
• $GOOGL: “We are power and com…↗
Apr 28
Alphatica — SPX GEX LEVELS: April 29 (FOMC Day)
🚨🚨🚨 Tomorrow's expected range: 7,050 – 7,225. Direction depends entirely on the catalysts. The gamma structure amplifies whichever way the h…↗
Apr 28
tae kim — I have been pounding the table over and over on this AI agent megatrend for the last few months. It should be CLEAR and OBVIOUS to ANYONE paying attention.
$NVDA $AMZN $GOOGL $MS…↗
Apr 28
Shay Boloor — ELON MUSK’S OPENAI TESTIMONY SUMMARY
• Musk claimed OpenAI’s for-profit shift violated the original agreement
• The case could become precedent for “looting every charity in Ameri…↗
Apr 28
Mike Investing — These next 24 hours are going to make, or break many portfolios…
$MSFT, $GOOGL, $AMZN & $META all report earnings after the bell tomorrow.
Not only this, but Jerome Powell wi…↗
Apr 28
Shay Boloor — $GOOGL reportedly withdrew from a $100M Pentagon drone swarm challenge after its proposal had already been accepted.
Google cited resourcing but Bloomberg says the decision follow…↗
Apr 28
TheValueist — $GOOGL $NVDA $MU $SNDK $LITE I’ve shared about relative underdevelopment and thus opportunity for data center builds in India, China and the rest of Asia. India has implemented a n…↗
Apr 28
Alphatica — ROTATION SCANNER | April 28, 2026
Nowhere to hide. Almost everything is red.
Previous sessions the rotation scanner showed clear themes, tech up/energy down, or financials up/sem…↗
Apr 28
Alphatica — MORNING INTERNALS | 11:05 AM ET
OpenAI missed its targets. Breadth and volume align down.
The WSJ reported that OpenAI fell short of internal revenue and user growth goals. CFO S…↗
Apr 28
The Future Investors — Tomorrow is the biggest day of earnings season 🔥
4 of the biggest tech giants report after the bell 🔔
$AMZN | Amazon
$MSFT | Microsoft
$META | Meta
$GOOGL | Alphabet
Which of…↗
Apr 28
Shay Boloor — AI hardware stocks are selling off on OpenAI missing internal targets but $GOOGL Cloud’s CEO just said AI will have “more demand than supply” for the next decade.
This doesn't loo…↗
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Apr 28
amit — Stocks are down big this morning on a WSJ report that OpenAI missed internal revenue targets at the end of 2025.
Few thoughts on why this might not be as bad as it is being interp…↗
Apr 28
Shay Boloor — OpenAI missed internal revenue and user targets (including its goal of reaching 1B weekly ChatGPT users) while subscriber churn remains a challenge as $GOOGL Gemini and Anthropic g…↗
Shay Boloor — $GOOGL signed a deal to let the Pentagon use its AI models for classified work and “any lawful government purpose.”
Defense spending keeps moving deeper into AI infrastructure. ht…↗
Apr 28
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 27
Shay Boloor — $NVDA IS NOW WORTH $1T MORE THAN $GOOGL https://t.co/dauXjXq70c↗
Alphatica — MORNING INTERNALS | 11:00 AM ET
The biggest earnings week of the year. The internals are waiting.
Five of the Magnificent Seven report in the next 48 hours. FOMC decides Wednesda…↗
Apr 27
TheValueist — $GOOGL still going strong. This interview with Thomas Kurian made me incrementally bullish.
https://t.co/VA67ye3uWx https://t.co/GhISVeMwWt↗
Apr 27
BULL OF BRITAIN — $SIVE Deep Dive
Sivers Semiconductors. Swedish. ~$1B market cap. Indium phosphide laser supplier sitting inside the supply chain of every major AI optics architecture being built…↗
Apr 27
Serenity — @ponzy_picasso I value $SIVE $2B+ today, and think they can hit $10B+ next year... and more in 2028.
Their likely existing users before volume ramp:
- $AMD CPO | $GFS
- $MRVL CPO…↗
Apr 27
Shay Boloor — $INTC may have landed advanced packaging work for $GOOGL 2027 TPU v8e.
The key detail is EMIB (Intel’s packaging tech) showing up in the roadmap. https://t.co/Tq8WMF1Po3↗
Apr 27
Mike Investing — Investing into these 10 stocks will set you up to be rich before 2030:
1. AMD ~ $AMD
2. CoreWeave ~ $CRWV
3. Nebius ~ $NBIS
4. One Stop Sys ~ $OSS
5. Rocket Lab ~ $RKLB
6. Amazon…↗
Alphatica — Meta makes 41 cents of operating profit for every dollar of revenue.
Google makes 32 cents.
Most people assume it's the other way around.
Google has Search, YouTube, Cloud, Waym…↗
Apr 26
KaizenInvestor — @ModernDayInves Depends on how you look at it. $GOOGL has Waymo, part of Anthropic, SpaceX, Planet, Asts,…↗
Apr 26
Alphatica — SPX GEX LEVELS: April 27
The biggest macro week of the year opens into $1B+ positive gamma. That's the shield.
🚨🚨🚨Tomorrow's expected range: 7,100 – 7,225. Bias higher toward…↗
Apr 26
Alphatica — Last week our earnings model covered 9 names. Called 7 correctly. Nailed $NFLX revenue to the decimal. Owned the misses publicly.
Next week is bigger.
$GOOGL. $MSFT. $META. $AMZN…↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Apr 26
amit — @TechBull_X $GOOGL was the best one of 2025, did 70%
would be quite incredible but also not that shocking if it did it again, just harder from these multiples↗
Apr 26
InvestmentGuru — Earnings season is heating up — week of April 27th is loaded.
$META $AMZN $MSFT $AAPL $GOOGL all reporting this week. The big 5 in one week — markets will move on every print.
$M…↗
Apr 26
Shay Boloor — Nvidia remains the AI compute standard when every major alternative combined still ships only about half as many H100-equivalent units:
• $NVDA ~3M (H100-equivalents)
• $GOOGL ~9…↗
Apr 26
TheValueist — Read our write-ups, friends. You will become a better investor.
$GOOGL $NVDA $MU $SNDK $LITE↗
Apr 26
Daniel Koss — Pure speculation and I have no insight on this, but if I were Nebius I'd announce earnings on April 29 (pre market).
Why? To clearly position $NBIS next to the other hyperscalers…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
mon — 1. Talks between the USA and Iran cancelled.
2. Isreal and Lebanon are at war again.
3. Strait of Hormuz closed.
4. Bank of England predicts a correction.
5. Big earnings coming u…↗
Apr 25
TheValueist — $GOOGL $ARM $NVDA $LITE This is an outstanding interview. Lots of great visibility into Google's cloud and TPU business, as well as color on some of their key customers.
EXECUTI…↗
Alex A.C. — "And they have 300 by 300 ports if they are using $LITE Lumentum’s OCS. The future of OCS is going to scale to 1,000 by 1,000 ports"
"You have these high-radix switches, you can c…↗
Apr 25
Ben Pouladian — Google didn't launch a TPU at Cloud Next
It chose both sides of the AI silicon war
Two camps of silicon. Two axes above them
NVIDIA + OpenAI + Microsoft
Google + Anthropic + TPU…↗
The Future Investors — Get ready for next week! The biggest week of earnings season. 🚀
All major Big Tech companies report, with 4 of the 5 on Wednesday: $MSFT, $GOOGL, $AMZN, and $META, followed by $A…↗
Apr 24
TheValueist — $NVDA $MU $SNDK $LITE $GOOGL You would be doing yourself a disservice if you invest in the GAI infrastructure ecosystem and don't watch this and their previous videos.↗
Alphatica — $65 billion net. HUGE day.
This morning we showed you the divergence, breadth negative at 0.87x, but volume positive at 1.51x. We said: "More stocks are red. But the money is gree…↗
Shay Boloor — The combined market cap of the top five companies is nearly $20 trillion:
1. $NVDA ~$5.1 trillion
2. $GOOGL ~$4.1 trillion
3. $AAPL ~$4.0 trillion
4. $MSFT ~$3.1 trillion
5. $AMZ…↗
Apr 24
unusual_whales — Google, $GOOGL, has announced a $10 billion investment in Anthropic↗
Apr 24
Shay Boloor — @VanquishTrader $GOOGL clearly paying to ensure Anthropic doesn't become exclusively an $AMZN AWS asset after the $100B Amazon deal 😅↗
Apr 24
Shay Boloor — $GOOGL is reportedly investing another $10B into Anthropic at a $350B valuation.
Google may invest up to $30B more if Anthropic hits certain performance targets. https://t.co/hZa5…↗
Apr 24
Alphatica — MORNING INTERNALS | 11:43 AM ET
More stocks are red. But the money is green.
Intel surged 19% after hours on a beat and raised guidance. Semis are on a 17-day winning streak. Tru…↗
Apr 24
Shay Boloor — I bought these $MU options a month ago when the market sold off on the ridiculous $GOOGL TurboQuant FUD and they’re now up +325%: https://t.co/YJpn8qfwsC↗
Apr 24
Shay Boloor — AI startups are struggling to access $NVDA GPUs as cloud providers like $MSFT, $AMZN, $GOOGL & $CRWV reserve more capacity for internal teams & larger AI customers.
The shortage i…↗
Apr 24
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory:
• CPU Architecture: $ARM
• Optical Circuit Switch: $COH…↗
Apr 24
KaizenInvestor — @ParadisLabs Some big names on here but only owning $GOOGL and $RKLB from the list↗
Apr 24
Serenity — I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 24
Alphatica — "Only 7 stocks are carrying the market. That's unhealthy. We're due for a correction."
Half of FinTwit has posted some version of this in the last two weeks.
22 years. 5,696 tra…↗
Apr 23
KaizenInvestor — An often overlooked company who will benefit from a possible $GOOGL and $MRVL collaboration is Accelsius.
The Marvell MPU and Google's TPU v8 generate unprecedented thermal loads…↗
Apr 23
Serenity — The secret is that $AAPL 🍎 is using $SIVE InP laser arrays for mass production of consumer hardware (high confidence).
Launch date around late H2 2027 from estimates and the grap…↗
Shay Boloor — $GOOGL is opening its first data center in Austria.
The site will add 100 direct jobs as Google continues expanding its cloud and AI infrastructure footprint across Europe. https…↗
Apr 23
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 22
Ben Pouladian — Anthropic on stage at #GoogleCloud Next
Fine print on the slide:
“Amazon Web Services is Anthropic’s primary cloud provider and primary training partner”
The multi-cloud hierarc…↗
Apr 22
TheValueist — $GOOGL RESEARCH NOTE - Google TPU 8t and TPU 8i: The TPU Roadmap Splits Into Training and Inference AI Factories, Extending the Read-Through Across Broadcom, HBM, Virgo Networking,…↗
Apr 22
Shay Boloor — $NVDA & $GOOGL are expanding their AI partnership with Rubin-powered A5X instances built for clusters that can scale to ~960K GPUs.
The rollout also points to 10x lower infere…↗
Apr 22
unusual_whales — Google, $GOOGL, is reportedly using AI to generate 75% of all new code.
This is up from 50% last fall, per Bloomberg.↗
Apr 22
Shay Boloor — $GOOGL CEO Sundar Pichai reaffirmed the company’s $175B to $185B capex plan for 2026.
That keeps the AI infrastructure buildout firmly on track. https://t.co/Lvmw2TUu4G↗
Apr 22
Alex A.C. — $GOOGL Virgo Network
Bullish OCS 🔥🔥
You know the suppliers and the supply chain: $LITE $COHR $MEMS https://t.co/kfgGGbdbnb↗
Apr 22
Evergreen Capital — $GOOGL's TPU v8 design is very positive for $ARM:
1) For the first time, Google's single-threaded Arm CPU (Axion) is the head-node for the TPU.
2) To meet surging agentic demands…↗
Apr 22
Alex A.C. — @benitoz $GOOGL networking uses OCS. Take note guys 😉
$LITE $MEMS↗
Apr 22
Ben Pouladian — Wooo! OpenAI announces 30GW = $1.5T at Jensen math
Google Cloud Next opens same morning with 1M TPUs for Anthropic
Two settlement layers
One Token Dollar loop
OpenAI isn't announ…↗
Apr 22
unusual_whales — Nvidia, $NVDA, and Google, $GOOGL, announce a collaboration to advance agentic and physical AI, per Bloomberg.↗
Apr 22
Shay Boloor — $AVGO expanded its $GOOGL Cloud partnership to support Cloud Network Insights which is a first-party service built on AppNeta technology.
The goal is to give customers better end-…↗
Apr 22
The Future Investors — $GOOGL Google unveiled 8th-gen TPUs: TPU 8t (training) & TPU 8i (inference). Splitting workloads to boost performance ⚡
The new chips deliver major gains in speed, efficiency,…↗
Apr 22
Shay Boloor — $GOOGL SAYS AI NOW GENERATES 75% OF ITS NEW CODE https://t.co/mu4au8ykwK↗
Apr 22
Shay Boloor — $GOOGL just unveiled TPU 8t & TPU 8i showing how quickly AI infrastructure is splitting between training & inference:
• TPU 8t for frontier-model training
• TPU 8i for inference,…↗
Apr 22
Shay Boloor — $GOOGL & $NVDA TEAM UP TO ADVANCE AGENTIC & PHYSICAL AI
The expansion includes Rubin-powered A5X systems, Blackwell confidential computing, Gemini on Distributed Cloud &am…↗
Apr 22
Serenity — Bro everyone was doubting me on names like $IQE.
Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts?
Not sure if Swedish media bearposting $SIV…↗
Apr 22
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
Nvidia $NVDA – 1.75M contracts
Tesla $TSLA – 1.19M contracts
Apple $AAPL – 1.14M contracts
Microsoft $MSFT – 805K contracts
Amaz…↗
Apr 21
Alphatica — −$49.5 billion net sell. The tape flipped.
This morning the internals broke: A/D 0.58x, every exchange red, every metric distribution. We said: take this as seriously on the way d…↗
Apr 21
TheValueist — $GOOGL, this is super smart. They built MCP/API calls directly into their Deep Research tool. The LLM no longer needs to randomly scrape websites for research-related data; you can…↗
Apr 21
Alex A.C. — AI compute demand 📈📈
meanwhile....
AI compute supply 🥴
... what means TIGHT SITUATION. And what happens in tight situations? Yep, that prices go to the 🌛
Bullish Hyperscalers…↗
Apr 21
Serenity — Bullish on $ARM, given the new bottleneck shifting back to CPUs. MS shows stuff like Orchestration/RAG requiring CPUs.
But I'm predicting parts of localized inference to be handl…↗
Apr 21
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 3.43M contracts
2. Nvidia $NVDA – 2.46M contracts
3. Apple $AAPL – 1.41M contracts
4. Netflix $NFLX – 875K cont…↗
Apr 20
Serenity — @beard219 It's legit coincidence that it's catalyst ( $JBL ) after catalyst (Nasdaq listing) after catalyst ( $GOOGL + $MRVL ), after catalyst ( $GFS ), after catalyst ( $GFS + $A…↗
Apr 20
Alphatica — @unusual_whales Every hyperscaler is building custom silicon now, Google TPUs, Amazon Trainium, Microsoft Maia, Anthropic exploring its own. The pattern is clear: reduce Nvidia dep…↗
Apr 20
unusual_whales — Google, $GOOGL, to reportedly announce new generation of custom chips at Google Cloud event next week, per Bloomberg.↗
Apr 20
Daniel Koss — Many of you do NOT want to manage your investments full-time.
Realized capital gains taxes, stress, time.
Message received!
So here's a list of stocks I think you can easily buy…↗
Apr 20
Shay Boloor — $GOOGL is set to unveil its next generation of custom AI chips (TPUs) at Google Cloud Next this week.
The messaging is squarely around generative AI, infrastructure, security and…↗
Apr 20
Serenity — Surprised $SIVE isn’t up higher from the $GOOGL ASIC news with Marvell.
Even $MRVL is up 6.24%+ overnight.
Markets still probably don’t know where the upstream laser source come…↗
Apr 20
Serenity — I'm telling you all...
Lot of stuff in the $SIVE supply chains make very compelling longs.
Win Semi (3105) just goes up 10% a day then halts trading after hitting its max.
Obvio…↗
Apr 20
Shay Boloor — $MRVL just hit $150 for the first time ever after a report that $GOOGL is working with Marvell on custom AI silicon for inference.
The reported designs include a memory chip to pa…↗
Apr 19
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
Serenity — @StocksAREnuts I liked $MRVL back at $80 and even here, mainly because of $MSFT Maia.
But having $GOOGL as a likely customer for revenue visibility past 2028 helps a lot too. They…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
Serenity — $MRVL in talks to develop $GOOGL TPU for two different chip models.
High possibility $SIVE likely became the light source for Google's supply chains if talks go well.
Especially…↗
Apr 19
Shay Boloor — $META and $GOOGL now control ~53% of global digital ad spend.
That tells you just how concentrated the internet economy has become. https://t.co/mY9C4NPxQF↗
Apr 19
The Future Investors — $GOOGL $MRVL Google in talks with Marvell Technology to build new AI chips 🤖
Two chips in development:
• Memory chip to support TPUs
• New TPU optimized for AI workloads
Source:…↗
Apr 19
Shay Boloor — $GOOGL is reportedly working with $MRVL on two custom AI chips built for the next phase of inference.
One is a memory processing unit to pair with TPUs and the other is a next-gen…↗
Apr 19
Shay Boloor — I bought these $MU options a couple weeks ago when the market sold off on the ridiculous $GOOGL TurboQuant FUD: https://t.co/5Tp9lwiOXb↗
Apr 19
Serenity — @crux_capital_ It’s supply chain mapping off confirmed agreements.
$GOOGL won’t go out and randomly say in a press releases their upstream substrate provider is $AXTI.
I use wor…↗
Apr 18
Shay Boloor — @JRupena A lot of people don't realize owning $GOOGL gives you quantum exposure as well↗
Apr 18
Shay Boloor — BUILDING THE INFRASTRUCTURE OF TOMORROW
1. $RKLB building the vertically integrated logistics layer of the space economy through launch vehicles, spacecraft buses, satellite compo…↗
Apr 17
Mike Investing — These things are next to happen:
Space Sector names like $ASTS, $RKLB, $PL & $FLY squeeze into the $2T SpaceX IPO.
$GOOGL & $TSLA lead the MAG7 for the next 4 months.
$HIMS will…↗
Apr 17
TheValueist — Mag7 green pre. This feels like a solid long into and through the summer. We will need to see where the prints shake out.
$NVDA $GOOGL $META https://t.co/eBAeYu4107↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 17
Serenity — @C3PIOX $6-10B ARR is very attractive for Cerebras at $35B.
If this were $GOOGL as the core customer id be buying…
The issue is, this is OpenAi.↗
Apr 16
Shay Boloor — $GOOGL is rolling out a new Gemini image feature that uses Personal Intelligence to create more tailored images with less prompting.
U.S. subscribers can also connect Google Photo…↗
Apr 16
unusual_whales — Google, $GOOGL, is reportedly working on an agreement with the Department of War, to allow its Gemini AI model to be used, per the Information↗
Apr 16
Shay Boloor — $GOOGL is reportedly in talks to bring Gemini into classified Pentagon environments after already deploying Gemini agents across unclassified DoD networks.
That would mark a major…↗
Apr 16
Serenity — It doesn't need to be detailed with $ALRIB?
> Riber effective, profitable duopoly with $VECO on MBE equipment, that traded at low fwd multiples.
> $MSFT Quantum as core hyperscal…↗
Apr 16
Mike Investing — Markets have shifted since 2025, & this year large cap names will lead versus smaller caps.
Here are 5 “MUST-BUY” large cap stocks, & their targets:
1. $GOOGL will be $430+
2. $…↗
Apr 16
amit — Today was a pretty crazy day for the stock market.
How are people feeling? Too much too quickly? Coiled spring that was ready to burst?
Best 12-day stretch since 2009. It has leg…↗
Apr 15
Serenity — @ShitcoinMaxi_ $ALRIB is my favorite for that sector, especially now that markets found out $MSFT Quantum buys from them.
It's still a bit early, but the machine sellers benefit f…↗
Apr 15
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 5.7M contracts
2. Nvidia $NVDA – 3.6M contracts
3. Microsoft $MSFT – 1.56M contracts
4. Apple $AAPL – 1.50M con…↗
Apr 15
Shay Boloor — $GOOGL could be sitting on one of the biggest venture wins in tech history through its early SpaceX investment.
Google’s stake (even after likely dilution) could still be worth ab…↗
Apr 15
Shay Boloor — Jensen Huang basically argued that $GOOGL TPU is a specialized chip while $NVDA owns the broader AI compute stack that developers actually build on.
The real moat is not just the…↗
Apr 15
Shay Boloor — $GOOGL just launched Gemini 3.1 Flash TTS in public preview by bringing advanced voice control to Google AI Studio and Vertex AI.
The model supports 70+ languages, 200+ audio tags…↗
Apr 15
TheValueist — Trend is your friend with Mag7. The world feels right again with these names continuing to trade higher.
$NVDA $GOOGL $META https://t.co/sWwrNc3yse↗
Apr 15
InvestmentGuru — QUANTUM COMPUTING — THE NEXT BIG TECH WAVE
The quantum race isn’t coming — it’s already here.
→ $1.9B market in 2025
→ Heading toward $9B+ near term
→ Long-term potential…↗
Serenity — @wealthquake This is finally supply chain mapping validation with $SIVE.
$JBL is ****** massive and Sivers lasers now will likely go into Jabil's hyperscalers clients like $AMZN,…↗
Apr 15
Serenity — Enplas (6961) at ~$985M seems kinda interesting.
They hold two chokepoints:
1. Dominant supplier for MLAs (micro lens arrays). Eg. SiPH switches, 1.6T, 3.2T for photonics.
2.…↗
Apr 14
TheValueist — Mag7 did want to go higher.
$NVDA $GOOGL $META https://t.co/77S7wHaLF9↗
Apr 14
Alex A.C. — "We expect CY27 aggregate hyperscale capex to materially exceed CY26 levels" 🔥
$GOOGL $META etc. bulding more AI capacity ==> bullish neoclouds $NBIS
And of course bullish e…↗
Shay Boloor — $GOOGL just rolled out Gemini Robotics-ER 1.6 which is designed to help robots better reason about the physical world.
The upgrade improves visual understanding, spatial reasoning…↗
Apr 14
Alex A.C. — $GOOGL 💘 $LITE
"With the fastest XPU, chips remain idle for over one-third of the time if networking lags [...]To break this bottleneck, we expect Google is enhancing Networkin…↗
Apr 14
KaizenInvestor — $MRVL is your safest way into photonics.
They are in talks with $GOOGL on TPU-development and early-stage work on a dedicated LLM inference chip.
Winning a contract to help desi…↗
Apr 14
TheValueist — Mag7 feels like it wants to go higher.
$NVDA $GOOGL $META https://t.co/oYJoewCaRW↗
Apr 14
Shay Boloor — $GOOGL is reportedly in talks with $MRVL on TPU development with Marvell potentially taking on a design-services role similar to MediaTek.
It is also said to be involved in early…↗
Apr 14
Serenity — A Guide by Serenity:
How to Cripple the Western Hyperscaler buildout with just $170m.
Just take over Nippon Chemical (4092) with $169m!
For InP substrates, you need: Indium and…↗
Apr 14
Mike Investing — If you bought the most hated MAG7 name every year since 2022 you’d be up +300%, vs the S&P 500 being up +50% over the same period…
2022: $META at $89 -> +640%
2023: $AAPL at $130…↗
unusual_whales — Meta, $META, to bring more advertising revenue than Google, $GOOGL, per WSJ↗
Apr 13
The Future Investors — $META $GOOGL Meta is set to overtake Alphabet as the world’s largest digital ad platform in 2026 📊
💰 Meta ad revenue est. $243B vs Google est. $239B
📈 Faster growth (24% vs 12…↗
Apr 13
Evergreen Capital — $GOOGL always had @demishassabis and @GoogleDeepMind. They had all the pieces they just hadn’t gotten there yet. Then @NoamShazeer tweet-released Gemini Flash 2.0 Thinking in Decem…↗
Apr 13
Jukan @COMPUTEX — I respect the people who bought $GOOGL when Bard came out and everyone thought Google was sinking. It feels just like buying $MSFT right now, doesn’t it?↗
Apr 13
Shay Boloor — $META is on track to overtake $GOOGL as the world’s largest digital advertising business this year.
A pretty wild shift considering Google has dominated online ads for years. http…↗
TheValueist — This is a great episode by $GS. They discuss a long Mag 7 position, implemented via single stock calls, because IV is extremely cheap historically—only once before at these levels…↗
Apr 12
InvestmentGuru — AI’s New Power Struggle
The latest Ramp AI Index data just dropped — and the numbers are wild 👇
US Business AI Adoption (Paid Subscriptions)
→ 50% of US businesses now pay for AI…↗
Apr 12
Mike Investing — As a friendly reminder…
$GOOGL owns 14% of Anthropic.
$AMZN owns 18% of Anthropic.
This year Claude has single handedly taken down the entire Software sector, & won’t slow down a…↗
Apr 12
Shay Boloor — @JRupena Can't forget $AVGO who controls the custom silicon layer that $GOOGL & $META depend on.↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 12
Shay Boloor — $GOOGL Search now generates about $615M in revenue every single day 🤯 https://t.co/ytufgEBome↗
Apr 11
Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud:
• AI Silicon: $NVDA, $AMD, $AVGO, $INTC
• Foun…↗
Apr 11
Evergreen Capital — I don't think we're anywhere near a floor for software.
We're still at the beginning of a once-in-a-lifetime disruption to software as a technology and business. And the pace of c…↗
Alphatica — Yesterday they bought $13.6 billion. Today they're selling $3.5 billion.
The institutional tape flipped in 24 hours. And the reason just landed.
Vance is wheels up for Islamabad.…↗
Apr 10
TheValueist — Nothing is ever a must-buy in my book. For Mag 7 names, I like $NVDA $GOOGL $META more at these prices. For $ORCL , I am staying away. Too much FUD around financing; they could abs…↗
Mike Investing — The S&P 500 is just -2% off all time highs.
Meanwhile many individual tech & growth stocks are still down 50-70%.
You need to focus on these 5 name ONLY as this next market cycle…↗
Apr 9
Shay Boloor — The wildest part is that Jassy says $AMZN chip business would be worth ~$50B if sold externally instead of used in-house.
For context, $AVGO did $41B in chip revenue over the last…↗
Apr 9
Shay Boloor — $INTC and $GOOGL announced a multi-year AI compute collaboration with Google committing to use Xeon chips in its data centers.
The deal gives Intel a meaningful design win as it l…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 8
Mike Investing — Don’t overcomplicate your trading…
Buy $GOOGL and relax.
Buy $AMD and relax.
Buy $ASTS and relax
& finally buy $NBIS and relax.
This strategy will nearly guarantee your po…↗
Apr 8
Evergreen Capital — The frontier labs may well become the biggest long-term competitive threat to the hyperscale clouds, despite driving most of their AI revenue growth today. @anthropic began by sell…↗
Apr 8
Shay Boloor — $GOOGL says its new AI-powered Google Finance is now going global across 100+ countries as a full rebuild of the product with AI at the core.
The update adds AI market research, a…↗
Apr 8
CK Capital — $AEHR has been one of the most talked about names in the photonics space and after yesterday’s earnings it is not hard to see why.
Here is what $AEHR actually does and why it matt…↗
Apr 8
TheValueist — There is IV expansion and underlying price increase for $GOOGL 1/21/28 calls now, giving you a double pickup. https://t.co/xDtjszWh3U↗
Apr 8
Nancy Pelosi Stock Tracker ♟ — New: Pelosi really might be her
Yesterday, Anthropic partnered with 10 companies they trust to help roll out the most powerful AI model ever built
She owns 7 of them
Amazon $AMZ…↗
Apr 8
Shay Boloor — $GOOGL CEO Sundar Pichai says Google had an early version of what became ChatGPT but felt the product was not safe or polished enough to launch.
He admits OpenAI saw the coding us…↗
Apr 8
Shay Boloor — $GOOGL DeepMind CEO Demis Hassabis says AGI could be 10 times bigger than the Industrial Revolution and arrive 10 times faster.
AI may feel overhyped today, but he believes the re…↗
Apr 7
Shay Boloor — $GOOGL CEO says even a modest AI-driven lift in U.S. GDP growth would create enormous economic value which is why Google is spending so aggressively on CapEx.
If intelligence beco…↗
Apr 7
Serenity — @curiosito26 It's nuanced. $POET has low downside risk because everyone already got diluted.
So their cash balance sheet is extremely high ~$400m vs. MC, which cushions downside…↗
Apr 7
TheValueist — 100% agree. When you have GAI names up 50% in 4 weeks, what is the purpose of holding GOOGL ? I feel like now there might be some moderation/slowing down in some of the high-beta G…↗
Apr 7
Lando — I think it’s safe to say $GOOGL CEO Sundar Pichai knows what he’s talking about
Physical AI infrastructure is the bottle neck…
$IREN will succeed and surpass all expectations ht…↗
Apr 7
TheValueist — I've been adding $GOOGL 1/21/28 calls over the past 10 days. I find it hard to identify a scenario where the stock is not $400 by 1/21/28. I am happy to hear the other side.↗
Apr 7
Shay Boloor — $GOOGL CEO Sundar Pichai says wafer capacity is still the core AI bottleneck, while permitting & regulation are becoming major constraints on buildout.
The bigger message is t…↗
Apr 7
TheValueist — $GOOGL is getting a little bump higher on this news. https://t.co/4RTslBtT40↗
Apr 7
Serenity — Turns out... Easter egg hunting works in stocks as well?
Can't believe one of my followers found the undisclosed supplier of a T1 hyperscaler like $NVDA or $GOOGL by:
-> Lookin…↗
Apr 7
Shay Boloor — $GOOGL CEO Sundar Pichai says these AI models are going to “break pretty much all software out there.” https://t.co/ngOXYXAjrX↗
Apr 7
The Future Investors — $AVGO $GOOGL Broadcom will design the next generations of Google’s custom AI chips 🤖 and expanded its deal with Anthropic, giving it access to 3.5GW of compute powered by Google’s…↗
Apr 6
Mike Investing — $GOOGL is a generational buy here that will easily double over the next 2 years…
All while trading at just a 22x P/E, $GOOGL has grown cloud revenues by +48% YoY, EPS by +31% YoY,…↗
Apr 6
amit — @IkeEkeh Absolutely feels like a bargain compared to SpaceX
If Anthropic ends the year at $50B…which seems possible…becomes even more attractive
At some point $AMZN $GOOGL should…↗
Apr 6
amit — BREAKING: Anthropic has now hit a $30B revenue run rate, up from $19B at the end of February.
They added $11B of ARR in one month.
We barely have agents in the enterprise.
Most…↗
Apr 6
Shay Boloor — Anthropic’s run-rate revenue has now surpassed $30B after signing a deal with $AVGO and $GOOGL for multiple gigawatts of next-gen TPU capacity.
That compute will start coming onli…↗
Apr 6
Ben Pouladian — Anthropic locking multiple GW of Google TPUs for 2027 is being framed as a Google win and an NVIDIA loss.
That’s shallow analysis.
I’ve been saying for a while we’re heading into…↗
Apr 6
TheValueist — $GOOGL $AVGO $NVDA $LITE (Bloomberg) -- Broadcom Inc. confirmed plans to deliver chips to AI startup Anthropic PBC using Google’s tensor processing units, or TPUs, offering an alte…↗
Apr 6
Shay Boloor — $AVGO is up over 3% after saying it signed a long-term deal with $GOOGL to develop and supply custom TPUs for Google’s future generations of AI chips. https://t.co/HzrrUhmvYD↗
Apr 6
CK Capital — The AI trade is not just about chips.
Every single GPU $NVDA sells needs to talk to thousands of other GPUs at speeds copper cables physically cannot handle. Without solving that…↗
Apr 6
Shay Boloor — $AVGO signed a long-term deal with $GOOGL to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031.
Broadcom also said Anthrop…↗
Apr 6
Shay Boloor — $GOOGL CEO Sundar Pichai teased why 2027 could mark the start of major agentic AI shifts. https://t.co/aAlg56bWRK↗
Apr 6
KaizenInvestor — @Pramodrwt_ Will probably keep $GOOGL as my anchor holding. Not selling $IREN for now, lot of bad news lately but it can turn quickly with these companies.↗
Apr 6
KaizenInvestor — Both $PL and SpaceX are partially owned by $GOOGL.
I expect this combo to be used as well for Project Suncatcher - where Planet will bring the Google TPUs to space.
I don’t exp…↗
Apr 6
Serenity — The current bottleneck: Transformers/Switchgear. Trade Idea: Long Hammond (~2.2B CAD / ~$1.5B USD) at 184 CAD.
They dominate the market for:
-Transformers (dry, multi year bot…↗
Apr 6
The Future Investors — Intel is pushing into advanced chip packaging, holding talks with Google and Amazon to win AI-related business.
The move puts Intel in closer competition with TSMC as it tries to…↗
Apr 6
Shay Boloor — $INTC is reportedly in talks with $GOOGL and $AMZN for advanced packaging services.
Intel’s CFO recently said the company is close to packaging deals worth billions of dollars a…↗
Apr 5
Serenity — @platochi $AEHR earnings should be fun.
I haven't seen so many hyperscalers/optical transceiver (prob $AMD, $GOOGL, $INTC, and others) companies qualifying a small $1.3B company…↗
Apr 5
Mike Investing — $GOOGL will become the most valuable company in the world over the next 2 years…
The diverse portfolio amongst $GOOGL holds two notable names:
- 14% of Anthropic
- 7.5% of SpaceX…↗
Apr 5
Shay Boloor — Bill Ackman said one of the biggest edges in investing is being willing to underwrite a business 3-5 years out which is why he owns $AMZN, $META & $GOOGL.
Volatility is the pr…↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 4
The Future Investors — Apple vs Microsoft vs Google… the ecosystem battle ⚔️
Each is building its own world:
Cloud ☁️
Mail ✉️
Calendar 📅
Notes 📝
Reminders 🔔
Office 💼
AI 🤖
The deeper you go… the ha…↗
Apr 3
Shay Boloor — A $2T SpaceX would instantly become the world’s sixth-largest public company:
1. $NVDA ~$4.3T
2. $AAPL ~$3.8T
3. $GOOGL ~$3.6T
4. $MSFT ~$2.8T
5. $AMZN ~$2.3T
6. SpaceX ($2T)*…↗
Apr 3
Shay Boloor — $GOOGL Cloud operating margin expansion over the past few years has been nuts to watch.
That’s what happens when you pair custom silicon with one of the largest global data center…↗
Apr 3
Serenity — @RiversSmith3 I haven't seen a company get so many hyperscalers/AI companies qualifying it before... think it's $AMD, $GOOGL, $INTC, and more optical companies, so line up is kinda…↗
Apr 3
Serenity — I just realized… hit 5,118.02% returns last week.
5000%+ not too bad in <2 years?
Hard to keep up with $5 footlong sandwich inflation even after front running:
-> $MSTR for halv…↗
Apr 2
TheValueist — If $MSFT hit “some pretty big audacious goals” I suspect $GOOGL absolutely destroyed any GAI targets they have in place.
--------------------
(Bloomberg) -- Microsoft Corp., resp…↗
Apr 2
CK Capital — $AMZN just is going to pay $9 billion for $GSAT.
A company doing $272 million in annual revenue.
Basic LEO network. No direct-to-device smartphone technology. $AMZN is buying it…↗
Apr 2
Shay Boloor — $NVDA said it is working with $GOOGL to optimize the new Gemma 4 open models across Nvidia’s full AI stack.
It is another sign Nvidia wants open models running efficiently everyw…↗
Apr 2
Shay Boloor — $GOOGL launched Gemma 4 which is its newest open model family built for reasoning, multimodal tasks, agentic workflows & efficient on-device use.
The release adds long context…↗
Alphatica — Earnings Season is right around the corner and if you don't understand CAPEX, you don't understand why $NVDA, $AVGO, $ORCL, $AMZN, $GOOGL and $MU are moving.
$600B in hyperscaler…↗
Apr 1
Jason Luongo — You could buy 100 shares of $GOOGL right now for $30,000.
Or you could buy the $300 call LEAP expiring January 2028 for $6,745. Same 100 shares of exposure. 78% less capital. Near…↗
Apr 1
Serenity — $AEHR looks extremely promising at ~$1.1B MC.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customer…↗
TheValueist — My money is literally on a nice continued rebound here on $GOOGL https://t.co/KVMdWFmEre↗
Apr 1
Serenity — @Trylanol It's fun to see a lot of friends from $RDDT still interacting with me here (I do look at notifications quite a bit with likes and such)!
Think the lvl 100 Charizard had…↗
Shay Boloor — Great to be featured in Barron’s discussing my updated thoughts on how quickly $AAPL, $GOOGL & $META can turn smart glasses into a mainstream consumer device.
$TSM matters her…↗
Mar 31
Shay Boloor — All U.S. $GOOGL users can now change their Gmail address with the old one staying active for sign-in and incoming mail.
Users can make the change once every 12 months. https://t.c…↗
Mar 31
Lando — So basically what I’m reading is that Googles quantum team said “We can crack crypto $BTC $ETH $SOL, good luck”
wtf $GOOGL 🤣↗
Mar 31
KaizenInvestor — While data centers on Earth still looks very early, the next step is already being prepared. Put them in space.
$GOOGL and $NVDA are the prime movers of this revolution. Nvidia a…↗
Mar 31
Serenity — Introducing the Strait of $AXTI:
20% of the world's total global oil supply passes through the Strait of Hormuz.
It is the single most critical chokepoint in the global energy t…↗
Mar 31
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
Mar 31
Serenity — @RonDeSantis Hi Ron, so there's two different parts to it:
1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception,…↗
Mar 30
amit — I'm waiting for a $35K transfer to clear into my Solo-401K but so far $2500 has transferred so I picked 10 of my favorite names and put $250 in each...
BTW if you are self-employe…↗
Mar 30
Shay Boloor — $GOOGL is bringing Maps AI-powered EV charging features to 350+ car models through Android Auto.
AI-powered battery predictions are rolling out now across hundreds of EVs in the U…↗
Mar 30
Shay Boloor — 2026 has been brutal for the Mag 7:
• $AAPL -8%
• $NVDA -10%
• $GOOGL -12%
• $AMZN -14%
• $TSLA -20%
• $META -20%
• $MSFT -26% https://t.co/KlSsD8KIYI↗
Trade Whisperer — At some point in the AI revolution, distribution wins everything.
AI will flood the world with content at a scale that makes today look like a prototype. Code. Apps. LLMs. Agents.…↗
Mar 29
Shay Boloor — $GOOGL new Live Translate brings real-time Gemini audio translation to any headphones across 70+ languages.
This pushes real-time translation into everyday usage instead of someth…↗
Mar 29
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
Mar 28
Shay Boloor — @JRupena $GOOGL has a ton of exposure to so many themes↗
Mar 28
KaizenInvestor — In my newest article, I talk about the AI race to the bottom.
I explain why I would never invest in insurance companies like $LMND, $OSCR, and $UNH.
Why I stay away from ERP so…↗
Mar 28
Shay Boloor — ThE mArKeT iS iN sUcH a BuBbLe
Yet here are the 2027 multiples for some of the largest companies in the world:
• $AMZN ~21x
• $MSFT ~19x
• $GOOGL ~19x
• $AMD ~19x
• $ORCL ~18x
•…↗
Mar 28
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
Mar 28
Trade Whisperer — Magnificent 7: % away from average analyst target price:
$TSLA -18% $AAPL -19% $GOOGL -38% $AMZN -40% $NVDA -60% $MSFT -64% $META -64%
Some are sitting 60%+ below average analyst…↗
Mar 27
Shay Boloor — $GOOGL is nearing a deal to help finance a multibillion-dollar Texas data center leased to Anthropic.
The site is expected to reach 500 MW by late 2026 and could eventually scale…↗
Mar 27
Ben Pouladian — Micron $MU down 20%
SanDisk $SNDK down 18%
All on a compression paper from April 2025 $GOOGL $NVDA
Same week Anthropic rationed Claude sessions and leaked a model too expensive…↗
Mar 27
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1 PM EST covering:
• Claude Mythos impact on cybersecurity: $CRWD, $PANW, $ZS, $OKTA, $RBRK, $FTNT
• Is the me…↗
Mar 27
The Future Investors — The Mag 7 through one lens 🕵️♂️
PEG vs 10Y avg PEG
(<1 = cheaper vs history)
🟢 $NVDA | Nvidia → 𝟬.𝟮𝟴
🟢 $META | Meta → 𝟬.𝟱𝟵
🟢 $AMZN | Amazon → 𝟬.𝟲𝟮
🟢 $MSFT | Micros…↗
Mar 27
Dillon Valdez — Megacap Bear Market — How Far From 52-Week Highs?
The "magnificent 7" aren't so magnificent right now.
📉 MSFT -34.1% ($555 → $366)
📉 META -31.2% ($796 → $548)
📉 TSLA -…↗
Mar 27
TheValueist — $NVDA $MU $SNDK $GOOGL RESEARCH NOTE - TurboQuant vs NVFP4
https://t.co/ru14vFtNf1
Bottom Line: TurboQuant is the more specialized technology and, on KV-cache compression depth,…↗
Trade Whisperer — $GOOGL Thanks for the TurboQuant paper.
Pink candle at the top. Red candles all the way down. Now sitting at the bottom of the BB at $280.
How far does this go?
Get 280+ charts…↗
Mar 26
Mike Investing — Every Magnificent 7 stock has officially seen double digit downside…
Here is how far these names are from their 52 Week highs:
$MSFT -34%
$AMZN -20%
$META -30%
$TSLA -25%
$NVDA…↗
unusual_whales — Some of today's larger ask-side put flows, data pulled from the Options Screener: https://t.co/rg7nzCSBV8
$SOFI 15p 9/18 seeing 7300+ traded today, with an average fill of 2.18.…↗
Mar 26
Shay Boloor — The Mag 7 from peak to now:
• $AAPL: -13%
• $NVDA: -16%
• $GOOGL: -17%
• $AMZN: -18%
• $TSLA: -23%
• $META: -25%
• $MSFT: -33%
The best opportunities rarely feel comfortable when…↗
The Future Investors — $GOOGL Google has launched Gemini 3.1 Flash Live, its newest voice AI model, designed for faster, more natural, and context-aware conversations. It understands tone, adapts to user…↗
Mar 26
Shay Boloor — $GOOGL launched Gemini 3.1 Flash Live which is a new voice model for Gemini Live designed to deliver faster responses, fewer pauses and longer conversations.
The update also makes…↗
Mar 26
Serenity — Lot of people were asking about my top 3 anime:
1) Eminence in Shadow - Kadokawa (TYO: 9468)
2. Classroom of the Elite - Kadokawa (TYO: 9468)
3. Re:Zero - Kadokawa (TYO: 9468)…↗
Mar 26
Serenity — The US tech selloff from $MSFT, $GOOGL and $META looks really overdone now?
Mag7 roughly down:
Microsoft down -21.9% YTD
Google down -7.69% YTD
$AMZN down -7.36 YTD
Meta down -8…↗
Mar 26
KaizenInvestor — @LandoInvests $GOOGL and $PL are working on a similar project. There are parts where datacenters in space are easier to facilitate than on earth.↗
Shay Boloor — @RetailKingsETF $GOOGL announcement today was very bullish for AI DC theme↗
Mar 25
Shay Boloor — $GOOGL launches Lyria 3 Pro which is a new AI music model that can generate studio-quality tracks up to 3 minutes long with more creative control.
Google is also expanding Lyria a…↗
Mar 25
Shay Boloor — $AAPL deal with $GOOGL gives it full access to Gemini inside its own data centers.
It also gives Apple the ability to distill that system into smaller models for its own use. http…↗
Mar 25
Serenity — So just checked out the comments...
$P4O does look like a potential upstream $LITE supplier at a $34M MC.
How it likely maps:
-> Plan Optik $P4O (Glass Wafers)
-> Teledyne $TD…↗
Mar 25
Shay Boloor — $MU and $SNDK are getting hit hard at the open from the release of $GOOGL TurboQuant.
The market is reading it as a potential headwind for memory names because long-context AI inf…↗
Mar 25
Shay Boloor — Indian billionaire Adani is in talks with $META and $GOOGL on potential partnerships for its data center business.
The discussions are part of Adani’s broader $100B digital infras…↗
Mar 25
Shay Boloor — $GOOGL just released TurboQuant which is a new compression method that can cut LLM cache memory by at least 6x & deliver ~8x speedups without sacrificing quality
This could ma…↗
Serenity — @455BAG I'm actually personally pretty bearish on both $ARM and $QLCM.
Probably not the best person to ask on $ARM since I did help out RISC-V quite a bit so I'm a little biased.…↗
Mike Investing — The easiest way to create life changing returns via the stock market is to buy the generational dip…
$AMD at $170
$TSLA at $320
$NVDA at $155
$PLTR at $100
$AMZN at $180
$MSFT at…↗
Mar 23
KaizenInvestor — Companies like $GOOGL and $MSFT fighting over HBM supply now. There are still so many bottlenecks in this AI supply chain. Great for Samsung, $MU and SK Hynix shareholders.↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Serenity — < $SIVE | $SIVEF > at a ~$250M valuation looks like one of the most severe structural mispricing in the optical semi market.
$LITE and $COHR, have $45B+ valuations today:
Largely…↗
Mar 22
Serenity — JPM is projecting 0 rate cuts in 2026 (Mar 19th).
Derivatives show~37% 0 rate cuts.
Here's the traditional winners and losers:
1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC…↗
Shay Boloor — $GOOGL is now the first cloud provider to integrate 1 GW of flexible demand into long-term utility contracts.
The move supports more responsible data center growth by helping util…↗
Mar 20
KaizenInvestor — @CarsonTalkMoney I wouldn’t. Think $GOOGL is the more diversified and safer investment going forward.↗
Shay Boloor — $GOOGL has reportedly started privately testing a Gemini app for $AAPL Mac moving closer to a dedicated desktop client.
That would give Google a more direct answer to ChatGPT and…↗
Mar 19
KaizenInvestor — 3. I would love to hear some updates on the $PL projects tonight.
Pelican: With these rapid tasking, high-res satellites now deployed, I'd like to hear the company talk about cus…↗
Mar 19
KaizenInvestor — Today is all about $PL earnings for me. I bought the stock at $4 when I saw the raw potential of their massive dataset of images and daily earth scans, together with AI.
Since I…↗
Mar 19
Serenity — $SIVE <> $SIVEF is now up 165% this week.
Valuation? ~$300M MC.
However; either I’m dumb or Sivers is one of the best opportunities in photonics today.
You get the laser supplie…↗
Mar 19
Serenity — @Allstarsv16 They're literally the light source for $MRVL Celestial through $POET, Ayar -> Ai Chip/GUC, O-Net, and now Jabil.
So end users are probably all $MSFT, $GOOGL, $META, $…↗
Mar 19
Serenity — Sivers < $SIVE / $SIVEF > powering Jabil ($27B MC) < $JBL > 1.6T LRO transcivers.
As the laser light source.
Is by far the biggest news from $NVDA GTC for Sivers ($280M MC) today…↗
Mar 19
Serenity — @mrsgayathridas $IBKR.
The new announcement $SIVE is the light source for $JBL is probably biggest news to date. And I expect the stock to get re-rated immensely from the news.…↗
Mar 18
Shay Boloor — $GOOGL just launched “vibe design” with Stitch, turning natural language into high-fidelity UI designs.
The update pushes Stitch toward an AI-native design canvas built for faster…↗
Mar 18
Nancy Pelosi Stock Tracker ♟ — Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot
It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis w…↗
Mar 18
Shay Boloor — Great to be featured in U.S. News discussing my updated thoughts on quantum in 2026.
$IONQ, $QBTS, $RGTI, $IBM, $LAES, $GOOGL, $INFQ https://t.co/wE02XdAmYG↗
Mar 18
Shay Boloor — My top 2026 rerating pick is working out exactly as expected.
I’ve been pounding the table on $DOCN since the $20s when the market mispriced it as as AWS-lite business at ~10x EBI…↗
Mar 18
Serenity — $SIVE is the upstream laser supplier for CPO and Silicon Photonics.
They're the likely $COHR / $LITE type future light source for:
- $AMZN Trainium Clusters
- $MSFT Maia Clusters…↗
Mar 17
Lando — @WSM_97 @drp825_ Sold my $GOOGL recently for 70% gain↗
Mar 17
KaizenInvestor — Simple $PL analysis:
- Founded by NASA scientist
- $GOOGL: 11% stake in the company
- Collaboration with Google to put TPU's in space
- Collaboration with $NVDA to put GPU's in sp…↗
Mar 17
Shay Boloor — $GOOGL is partnering with $DTE to build a new hyperscale data center in Michigan.
The project includes 2.7GW of clean energy and a $10M community fund with Google covering infrast…↗
Mar 17
The Future Investors — $GOOGL Google is in talks with China’s Envicool and other suppliers to buy liquid cooling systems for AI data centers ❄️🤖 https://t.co/n3JXA9pjRU↗
Mar 16
Shay Boloor — $SNAP says working with $NVDA + $GOOGL Cloud lets it run AI experiments across petabytes of data for 1B+ users.
The setup reduced experimentation costs by ~76%. https://t.co/S7jqp…↗
Mar 16
Shay Boloor — For the first time in U.S. history, spending on data center construction has surpassed office buildings.
In December alone the U.S. spent ~$3.6B on data centers vs ~$3.5B on offic…↗
Serenity — Just a reflection on my accomplishments this year.
Growing to 100K+ followers in the first three months of 2026:
- Forecasted the upcoming InP substrate/feedstock bottleneck for…↗
Mar 14
Shay Boloor — $GOOGL just embedded AI agents into Google Maps turning the world’s largest navigation app into a conversational discovery engine for the local economy.
Instead of searching categ…↗
Mar 14
Shay Boloor — @FuturumEquities Peter Lynch favored the PEG ratio because it ties valuation to growth.
I prefer using it over a 2026–2028 window so valuation adjusts for how fast the business is…↗
Mar 14
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.5x
• $AAPL ~…↗
Mar 14
Shay Boloor — @BrokeDadCapital @fiscal_ai I don't think this happens. $GOOGL just signed a backstop guarantee on $CIFR Barber Lake facility so they're already structuring their neocloud exposure…↗
Mar 13
Serenity — I've been the first few to cover many supply chain photonic names.
Most are up 100-400%+ since I've posted.
Here's the TLDR overview of my thesis posts:
“Safest” Longs as of Tod…↗
Mar 13
Serenity — @DhruTech InP substrates and raw materials needed to build them.
Basically if you go to the very very top of the entire photonics supply chains that $GOOGL TPUs or $LITE uses.
Th…↗
Mar 13
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings reactions: $ORCL, $ADBE, $RBRK, $PATH
• $NVDA CEO Jensen Huang’s five-layer cake: $…↗
Mar 13
Trade Whisperer — $TSM NVIDIA overtook Apple to become TSMC’s largest customer
$GOOGL Makes First Appearance in Samsung’s Top Five Clients in 2025 amid Soaring TPU Demand (HBM) https://t.co/NBZGvqX…↗
Mar 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 13
Shay Boloor — $META has delayed its new AI model (code-named Avocado) to at least May after internal tests showed it still trails top models from OpenAI & Anthropic in reasoning, coding &…↗
Mar 13
Shay Boloor — The neocloud category may be the most misunderstood corner of the AI trade because the market still treats these names as one uniform GPU-hours bet when they are actually very diff…↗
Mar 13
Serenity — @liliCoc755 @Jacktecau990 C'est vraiment $SOI que je préfère, principalement en raison de son rôle majeur dans la photonique.
Les nouvelles architectures d'intelligence artificiel…↗
Mar 12
Shay Boloor — How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake:
• Layer 1 Energy (The Fuel): $CEG, $VST
• Layer 2 Chips (The Engine): $TSM, $MU
• Layer 3 Infrastruc…↗
Mar 12
Serenity — @Sher_Lockknows Nothings changed with $AAOI and it looks like a buying opportunity.
I’d side with Rosenblatt analysts here where “The company’s sub-$8B market cap is too low when…↗
Mar 12
Shay Boloor — $PLTR CEO Alex Karp says the company’s platforms still integrate with Anthropic for now but will transition if the DoW phases it out.
Karp added Palantir is committed to deliverin…↗
Mar 12
The Future Investors — $GOOGL Google is integrating Gemini AI into Google Maps, introducing "Ask Maps" for conversational place questions and Immersive Navigation, a major upgrade with 3D visuals, smarte…↗
Mar 12
Shay Boloor — $GOOGL says Maps is getting its biggest upgrade in over a decade powered by its Gemini AI models.
The update combines Gemini with Google’s deep understanding of the world to deliv…↗
Shay Boloor — $GOOGL Gemini continues to gain share... rising to 24% from 21% three months ago and 6% a year ago.
In the AI economy, the winner will be whoever can deliver intelligence at scale…↗
Mar 11
KaizenInvestor — @YodaStockInvest Less growth ahead? $GOOGL is in every growing TAM possibe: TPU’s, Space, Robotaxi, LLM, Youtube,… I probably miss a few but I think the possible growth of google i…↗
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
Serenity — Just in 10M ago from Reuters:
New confirmation from sources that Iran has deployed about a dozen mines in the Strait of Hormuz.
There's two very aquatic warfare stocks I found i…↗
Mar 11
Shay Boloor — Anthropic is upgrading Claude for Excel & PowerPoint with deeper context-sharing across both add-ins with the new skills rolling out to all paid plans starting today.
Available th…↗
Mar 11
Lando — @ilzmcfly Not sure, it sounds like they want to be able to deliver what the clients want. Not sure if that means $AMD work or $GOOGL TPUs, would be super cool to get some news on i…↗
Mar 11
The Future Investors — 🟣 𝗟𝗮𝘆𝗲𝗿 𝟰: 𝗠𝗼𝗱𝗲𝗹𝘀
AI models turn computation into intelligence. They understand language, images, video, biology, and more.
Key companies:
$GOOGL | Alphabet
$META |…↗
Mar 11
Jason Luongo — Berkshire Hathaway's top 10 holdings ranked by portfolio weight:
1. $AAPL - Apple - 21.87%
2. $AXP - American Express - 16.97%
3. $KO - Coca-Cola - 11.51%
4. $BAC - Bank of Americ…↗
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
Shay Boloor — Why is $NVDA letting NemoClaw run on any chip?
Because Jensen is no longer trying to win only at the silicon layer against $AMD, $GOOGL TPUs or $AMZN Trainium but trying to own th…↗
Mar 10
unusual_whales — Google, $GOOGL, is rolling out a feature that lets civilian and military personnel build custom AI agents for unclassified work on GenAI .Mil, the Pentagon’s enterprise AI portal,…↗
Mar 10
Shay Boloor — $GOOGL is deepening its Pentagon AI push with a new feature that lets civilian and military personnel build custom AI agents for unclassified work.
The bigger prize is eventual ex…↗
Mar 10
Shay Boloor — $GOOGL, $TSLA and several other companies have joined a new coalition called Utilize aimed at lowering power costs by tapping underused grid capacity.
The group says upcoming res…↗
Mar 10
Shay Boloor — @VanquishTrader Woah about 35% of $GOOGL investment port is in space.↗
Mar 10
Lando — > Got an exam in an hour again, it’s midterm season so wish me luck
> Will be interesting to see what markets do today, I’m expecting red or at the minimum chop
> I al…↗
Mar 10
Lando — @krishdotdev Have you not heard of $GOOGL??↗
KaizenInvestor — @crwdvstr I’m up 131% on $GOOGL at the moment. I’m going to keep them for now. I feel they are very diversified and got a lot of great projects going on for the future. I’m going t…↗
Mar 9
Lando — @Kaizen_Investor Yessir, it’s mainly for diversification purposes. I was overly concentrated and still believe $GOOGL is an amazing investment. I just think they’ll run into a simi…↗
Mar 9
KaizenInvestor — @LandoInvests I still have my $GOOGL shares. It always depends on the porftolio, but a 60% gain is always good to take on such big companies. Aren't you full ported in $IREN at the…↗
Mar 9
Lando — @Kaizen_Investor I recent sold my $GOOGL position as well, I’m happy with a 60% gain and just think there’s better trades/stocks right now!↗
Mar 9
Antonio Costa — $GOOGL Bullish options flow https://t.co/i9dZPq2Of5↗
Mar 9
Jason Luongo — LEAPS are the most underused strategy in retail investing.
Here's how they work:
A LEAP is a long-dated call option with 1+ year until expiration. Instead of buying 100 shares, y…↗
Mar 9
Serenity — $AAOI Receives First $200M Volume Order of 1.6T Data Center Transceivers from Major Hyperscale Customer”
“We expect that we will soon have the largest production capacity for 800G…↗
Mar 9
Serenity — @nengcunren2527 Yep agreed a lot of it is on demand side but I don’t think mag7 or $GOOGL is going to cut capex and lose the AI race to China over Iran tensions.
It’s way too mult…↗
Mar 8
Shay Boloor — These companies are locking in the physical substrate behind the next decade of AI compute and that substrate is power.
You can order GPUs from $NVDA or $AMD or TPUs from $GOOGL b…↗
Mar 8
Serenity — The sentiment around KOSPI | $EWY (SK Hynix / Samsung) on
Crude Oil / LNG / Helium either:
Disrupting Supply or Compressing Margins are overblown.
The supply chain disruption…↗
Mar 8
Alex A.C. — Looks like AI is working very well in the ads space too 🔥🔥
For those of you that don't know about the subject, a 3% conversion increase could mean a x2:
$META $GOOGL $AMZN https…↗
Mar 7
Serenity — @4intheflames $GOOGL CTO of AI literally just signaled increase spend over the next 8 years.
https://t.co/zSf77JAHBQ↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
Mar 7
Serenity — @Oscar69969 Sentiment (eg. War/Oil/LNG) dictates short term prices, fundamentals dictate prices in the long run.
I see zero slowdown from the hyperscaler capex that matters ( $GOO…↗
Mar 7
Serenity — “Google’s Data Center Buildout Could Top 1 Trillion”
The implications for $1.5T+ in capex spend for the Google TPU ecosystem:
From $LITE, Mediatek, $AVGO, $TSM, SK Hynix, Samsun…↗
Mar 7
Serenity — @daniel_koss Agreed, if your name is not $GOOGL or $TSM where you can just sit back 4 years and know it will likely do well.
It’s important to monitor if there’s any material chan…↗
Mar 7
Serenity — @springbok_fin Yeah if you go more upstream for optical transceivers for example, $AXTI is the end of the end materials bottleneck for photonics.
They usually they supply to epiwa…↗
Mar 7
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
Mar 6
Serenity — It’s honestly impressive Bloomberg titles have managed to crash the Semi Market for a second day in a row.
$LITE down 14.4%
$NVDA down 3.5%
$TSM down 4.4%.
On the news that Oracl…↗
Mar 6
Shay Boloor — $GOOGL DeepMind just introduced Gemini 3.1 Flash-Lite which is its most cost-efficient Gemini 3 model yet.
Designed to deliver intelligence at scale while lowering the cost of dep…↗
Mar 6
Serenity — I see zero compelling case to hold $IREN.
Especially given the new $6B share dilution at a $12.8B marketcap.
People will likely see that marketcap inflate to $20-$25B.
But the v…↗
Mar 6
Serenity — @ram_blings Depends on your risk profile. I really, really like $LITE, likely going higher as it's tethered to $GOOGL TPU program.
$AAOI just has more potential for multi-x retu…↗
Mar 5
Serenity — The entire market misunderstood $AVGO CEO’s comments around CPO.
This caused a selloff today on the photonics sector from $LITE to $COHR in the morning.
Markets trade off headlin…↗
Serenity — @daniel_koss The base case I’ve seen from $AAOI short sellers was that the $250m ATM doesn’t cover the capacity ramp and they needed $50m-$278m more (which is pennies given scale)…↗
Mar 4
Shay Boloor — $AVGO says it has line of sight to 2027 revenue “significantly above $100B” driven largely by AI silicon like accelerators, switch chips & DSPs.
Custom AI accelerator demand conti…↗
Mar 4
Shay Boloor — $GOOGL committed to paying for 100% of the power its data centers consume.
The company also pledged to bring net-new energy capacity onto the grid. https://t.co/BOmoGf6LzZ↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 4
Serenity — @hombre242051283 I was actually in $AAOI since $28-ish last year, so it's 3x'd since then.
But didn't really have high conviction in it, just thought it had potential given Made i…↗
Mar 4
Serenity — High conviction long: $AAOI.
I genuinely think this could easily be a 3x by next year.
Nvidia funded $COHR, who does Malaysia manufacturing for 800G/1.6T.
$LITE uses FN i…↗
Mar 4
Serenity — @Maverick5m8 No, CPO is going to happen. Just $GOOGL (which a lot of the TPU capex trade relies on) just decided to say nah↗
Mar 4
Serenity — @JK30998937 Nah, CPO is up and coming anyway it's just slightly bearish. $NVDA is actively pursuing it even if $GOOGL doesn't.
It's the equivalent of $META dropping its ASIC prog…↗
Mar 4
Serenity — $GOOGL rejecting CPO is a massive structural win for the entire pluggable optics ecosystem.
Most people missed this in the Needham analyst note on the $LITE $850 PT upgrade toda…↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
Mar 2
Jason Luongo — Unpopular opinion: AI will replace 80% of financial advisors within 10 years.
Not the top 20% who do real financial planning, tax strategy, and estate work.
The other 80% who cha…↗
Mar 2
Serenity — @yuntungshieh It’s just bottleneck hunting as upstream as you can go.
Even $LITE was considered really early few months ago when I found out it was a large part of $GOOGL TPU BOM.…↗
Mar 2
Serenity — @Gubloinvestor I’m flattered lol. But I’m happy with the performance even with a relatively flat index!
A large part of it is mapping where all the spend goes.
Eg. $GOOGL $180B c…↗
Mar 2
Serenity — @ruth_capital Thank you! It really means a lot that my posts are interesting enough to read.
When I first started posting a few months ago, was mainly to my Reddit friends for mem…↗
Shay Boloor — $AAPL is reportedly considering $GOOGL cloud infrastructure to power next-gen Siri.
Google winning "preferred cloud provider" status for the largest consumer tech company on earth…↗
Mar 1
Frenchie — Je m’intéresse depuis un moment aux goulots d’étranglement de l’IA.
Au début, une partie de moi s’était presque résignée à simplement renforcer sur des valeurs comme $NVDA ou $GOO…↗
Mar 1
Mo — Just updated everything to March.
Seasonality is very clear.
$SPX historically firms up mid-to-late March.
The strongest stretch is usually after the 15th.
$NVDA tends to turn h…↗
Mar 1
Shay Boloor — Just two months into 2026 (with the U.S. military’s raid to capture Venezuelan President Maduro in January and the recent strike on Iran’s Supreme Leader Khamenei) we’re seeing how…↗