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
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
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…↗
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…↗
May 2026 · 147 mentions
May 31
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 &…↗
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…↗
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↗
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…↗
Mar 31
TheValueist — Took at nibble at $GOOGL 1/21/28 calls. https://t.co/DjSxPiU6iL↗
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…
February 2026 · 39 mentions
Feb 28
KaizenInvestor — Sundar, $GOOGL: “When you truly step back and envision the amount of compute we are going to need, it [datacenters in space] starts making sense... It's a matter of time.”
Peter B…↗
Feb 28
Mike Investing — Currently $SPY (S&P 500) is just down -2.5% off ATH’s meanwhile:
$NVDA (Nvidia) is down 17%
$MSFT (Microsoft) is down 33%
$META (Meta) is down 19%
$TSLA (Tesla) is down 21%
$AAPL…↗
Feb 27
KaizenInvestor — February Portfolio Recap
February Performance: -15.6%
Year-to-Date (YTD) Performance: -0.9%
If you only looked at February, you might think the sky was falling. A -15.6% drop in…↗
The Future Investors — What a week it was 😮
Next week looks just as intense 🔥
A full week of earnings:
$PLTR $AMD $LLY $NVO $UBER $ARM $QCOM $GOOGL $AMZN $IREN and many more 📊
Which one are you watc…↗
Jan 30
The Future Investors — $GOOGL Google DeepMind launched Project Genie, an experimental prototype that lets users create, explore, and remix infinite interactive worlds in real time using its Genie 3 world…↗
Jan 29
Mike Investing — Hear me out…
Currently these 7 setups present generational wealth making opportunities:
Buying $IREN now is like $NVDA at $70.
Buying $ONDS now is like $MSFT at $120.
Buying $AST…↗
mon — $GOOGL head of AI infrastructure, Amin Vahdat, stated the company must deliver 1,000 times more compute and networking capacity within the next five years to remain competitive.
T…↗
Dec 30
Zephyr — @aleabitoreddit Bro, u are modeling 30x price increases
I'm not saying price increase won't happen (in fact, rn is a pretty good time to buy InP producers and substrate suppliers),…↗
Dec 22
The Future Investors — $GOOGL $FSLR Alphabet is acquiring Intersect to speed up data center and power capacity.
Intersect develops large energy infrastructure projects, including utility-scale solar, wi…↗
Mike Investing — $META is the next mega cap stock to see a $GOOGL like squeeze with 200%+ upside possible…
Analysts are rating $META with a projected minimum upside of 31% to take it above $850+…↗
Nov 28
Puru Saxena — AlphaTarget Pulse - new pod
AI Competition, Neoclouds vs. Hyperscalers
Topics-
-Stock market outlook
- AI cycle + competition
- Neoclouds vs. Hyperscalers
- $NVDA $GOOGLE $MSF…↗
Nov 28
The Future Investors — The AI model race is heating up… 🤖🔥
🥇 Google — 18 models
🥈 Meta — 14 models
🥉 OpenAI — 10 models
Who takes the lead over the next 12 months? 👇 $GOOGL $META https://t.co/t1Z…↗
The Future Investors — Meta, Microsoft, Alphabet, and Amazon spent nearly $100B in capex last quarter — a record — as they double down on AI infrastructure. $META $MSFT $GOOGL $AMZN https://t.co/zvjADYk…↗
Oct 31
Ray Wang — It's true that fewer "Taiwanese winners" in the $GOOGL / $AVGO supply chain.
KYEC is one of the few. https://t.co/ep6BDJHFXy↗
Oct 30
The Future Investors — Cloud Infrastructure ARR & Growth (Y/Y)
🟠 AWS | $132B (+20% 📈)
🔵 Azure | ~$88B (+40% 📈)
🟢 Google Cloud | $61B (+34% 📈)
Azure is catching up fast — can it surpass AWS in…↗
Ray Wang — As my previous note suggested, the bigger downside risk for MediaTek moving forward is the ASIC project.
First is $GOOGL, apparently, and next will be $META, it's happening in fro…↗
Sep 29
Ray Wang — Claud 4.5 Benchmark against $GOOGL and @OpenAI https://t.co/OQepX8NI0K↗
Sep 29
Nancy Pelosi Stock Tracker ♟ — Just in: Marjorie Taylor Greene went on a buying spree
On September 11th, she bought up to $150K of new stocks
Including $ADBE, $GOOGL, $DUK, $MS, & more
Most notable: $CRWD…↗
Sep 29
Ray Wang — $GOOGL Looking for AI Infra and TPU Director in Singapore / APAC :) https://t.co/Mh9tK3uip3
August 2025 · 5 mentions
Aug 22
Carolyn Boroden — $GOOGL this is a great example of a royal setup with symmetry!! We are just short of the 209.12 target. Setup + trigger = entry then you manage it!! https://t.co/TbAAfC306k↗
Aug 20
Tech Fund — William Blair went to Austin to compare $TSLA robotaxi and $GOOGL Waymo:
Tesla vs. Waymo. In Austin we took multiple robotaxi and Waymo rides; the contrast was clear. Aside from…↗
Aug 12
Puru Saxena — AI's impact on $GOOGL search traffic -↗
Aug 8
Carolyn Boroden — $GOOGL has met target one...most are trailing stops up as you go... https://t.co/02eQlSUBAp
July 2025 · 3 mentions
Jul 24
Puru Saxena — Google Cloud growth accelerated at~$54B run rate!
32% YoY in Q2.
The cloud market is enormous. $GOOGL https://t.co/RopbC5zsGa↗
Jul 21
Space Investor — Good morning ☕️
U.S. stock futures are up ahead of a packed earnings week, with key reports from $TSLA and $GOOGL on deck.
Roughly 20% of the S&P 500 will report, offering a read…↗
Jul 10
Puru Saxena — OpenAI launching browser to compete with $GOOGL
https://t.co/M8olPmeY0w↗
June 2025 · 7 mentions
Jun 20
Tech Fund — $GOOGL is processing a huge amount of tokens, and at a very manageable cost, from Barcap:
"We break down Alphabet’s recent disclosure around inference tokens. Key conclusions inc…↗
Jun 16
Carolyn Boroden — $GOOGL This chart is explained in the @YouTube video just posted before this! https://t.co/cSsaBHYrnX↗
Jun 16
Carolyn Boroden — $GOOGL buy setup https://t.co/tBnrFbHUm1 via @YouTube↗
Jun 15
KawzInvests 🦑 — @DividendDude_X Agreed. $GOOGL has the ultimate AI advantage - they own the world's largest data goldmine. YouTube, Search, Gmail, Maps, Android - that's decades of human behavior…
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…↗
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
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…↗
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 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
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
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
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…↗
May 14
tae kim — Investors seem unaware that Google is missing the boat on agentic AI, but alas! $GOOGL↗
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…↗
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…↗
May 13
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…↗
May 13
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…↗
May 11
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
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 🧐↗
Shay Boloor — @PolymarketMoney What a legendary $MU dip opportunity that $GOOGL
TurboQuant headline created last month 😅↗
May 7
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…↗
May 7
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…↗
May 6
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…↗
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
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…↗
May 5
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…↗
May 5
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
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
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
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
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
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 3
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…↗
May 3
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 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…↗
May 1
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
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
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…↗
— 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."
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
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
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
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 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
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
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
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
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
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…↗
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
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
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…↗
Apr 29
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
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
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
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
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…↗
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
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
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
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…↗
Apr 26
KaizenInvestor — @ModernDayInves Depends on how you look at it. $GOOGL has Waymo, part of Anthropic, SpaceX, Planet, Asts,…↗
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
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
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…↗
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.↗
Apr 24
unusual_whales — Google, $GOOGL, has announced a $10 billion investment in Anthropic↗
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 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…↗
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
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
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
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
unusual_whales — Nvidia, $NVDA, and Google, $GOOGL, announce a collaboration to advance agentic and physical AI, per Bloomberg.↗
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
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 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
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 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
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
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 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
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
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 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
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
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 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
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…↗
Apr 15
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
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
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…↗
Apr 13
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 12
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
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 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…↗
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…↗
Apr 9
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
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
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 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
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
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
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
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
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 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 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
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 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…↗
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,…↗
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 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
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,…↗
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…↗
Mar 26
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
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.↗
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 24
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.…↗
Mar 24
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…↗
Mar 20
KaizenInvestor — @CarsonTalkMoney I wouldn’t. Think $GOOGL is the more diversified and safer investment going forward.↗
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 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 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
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 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 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…↗
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 9
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
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 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 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,…↗
— @StockStormX It will not surprise me if we see $GOOGL to be the most valuable company at the end of 2026.
KaizenInvestor — My unpopular opinions
Mag 7: $GOOGL > $NVDA
Energy storage: $FLNC > $EOSE
Drone industry: $AMPX > $ONDS
Pharma: $HIMS > $NVO
Space Economy: $PL > $ASTS
Datacenter:…↗
Feb 27
KaizenInvestor — @aleabitoreddit Brilliant breakdown! Given the intense optical transceiver bottleneck and desperation from players like $GOOGL and $MSFT, do you think there's a possibility of hype…↗
Feb 25
KaizenInvestor — @StockSavvyShay This is a major win for public grids. By forcing Big Tech to self-procure, regular consumers won't absorb the massive energy costs of the AI boom.
Expect $AMZN, $…↗
Feb 25
KaizenInvestor — @StockSavvyShay This is a major win for public grids. By forcing Big Tech to self-procure, regular consumers won't absorb the massive energy costs of the AI boom.
Expect $AMZN, $…↗
Feb 25
Nancy Pelosi Stock Tracker ♟ — Big Buy Alert 🚨
Rep. Cleo Fields just disclosed ~$915K of new trades
Buys: $915K
Sells: $0
Biggest buys include
~$250K of Google $GOOGL
~$250K of Micron $MU
~$250K of Meta $MET…↗
Feb 23
KawzInvests 🦑 — China is not trying to out-train the West. They are building intelligence sponges.
24,000 fake Anthropic accounts. $5M in subs extracting $120M+ in inference value. Across $MSFT-b…↗
Feb 22
Mike Investing — $GOOGL quite literally owns the internet…
~ 14% of Anthropic
~ 8% of SpaceX
~ Runs Gemini
~ Powers Claude with TPU’s
~ 90% of Global Searches
~ Owns YouTube
~ Owns Android (3B+ de…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 20
KawzInvests 🦑 — Two Chinese AI labs IPO'd in January. One returned 2x the other.
HKG:2513 (Zhipu): +357%
HKG:0100 (MiniMax): +181%
Zhipu's GLM-5 outperforms M2.5 on coding benchmarks. Returned…↗
Feb 19
KawzInvests 🦑 — $AEP Jan 2027 LEAP calls trading at sub-20% IV while the stock sits at $127.
This is mispriced optionality on the hyperscaler power demand thesis.
AEP's contracted data center lo…↗
Feb 19
The Future Investors — $SE $GOOGL Google and Sea Ltd have partnered to build AI tools for e-commerce and gaming, including an agentic shopping prototype on Shopee 🤝 🤖
The collaboration expands AI into…↗
Feb 17
KawzInvests 🦑 — $RDDT trading at $140, down 50.6% from ATH of $283 despite strong fundamentals.
Q4 2025 Metrics:
Full-year revenue $2.2B, +69% YoY (57% 5-year CAGR)
Q4 revenue $726M, +70% YoY
Q4…↗
Feb 15
Mike Investing — All 7 members of the MAG7 are seeing major drawdown thus far in 2026:
$MSFT -17%
$AMZN -14%
$TSLA -7%
$AAPL -6%
$META -3%
$GOOGL -2.3%
$NVDA -2%
The bottom for $MAGS will happen…↗
Feb 15
Tech Fund — We're not far away from creating movies/series with a prompt and with consistent characters. This likely means that content on Youtube is going to explode, as independent creators…↗
Feb 14
Mike Investing — These are the ownership percentages in Anthropic by corporations:
~ $AMZN (Amazon): 16%
~ $GOOGL (Google): 14%
~ $NVDA (Nvidia): 3%
~ $ZM (Zoom): 1%
Big tech knows what the Anthr…↗
Feb 13
The Future Investors — You have $100,000 to invest 💰
The two clear AI winners are on the table — but you can only choose one for the next 10 years $GOOGL $PLTR
Which do you pick, and why? 🤔 https://t…↗
The Future Investors — $GOOGL Waymo’s 6th-gen fully autonomous robotaxi is going live first with employees in San Francisco and LA, followed by public riders.
The system debuts on the Ojai platform, use…↗
Feb 12
Mike Investing — In the upcoming weeks heading into season weakness the S&P 500 will see drawdown…
Here are some dip buying levels you don’t want to miss:
$HOOD at $60
$PLTR at $100
$MSFT at $370…↗
Feb 10
Mike Investing — When you invest $1,000 into the S&P 500, here’s what you truly buying fully broken down…
~ $72 into $NVDA (Nvidia)
~ $64 into $AAPL (Apple)
~ $63 into $GOOGL (Google)
~ $49 into $…↗
The Future Investors — Cloud infrastructure revenue came in at $119B in Q4 2025 (+30% YoY) 🚀
The market share by provider:
🟠 AWS | 28% (-1%)
🔵 Azure | 21% (+1%)
🟢 GCP | 14% (+1%)
⚫ Others | 37% (-1%…↗
Feb 7
Puru Saxena — Hyperscaler capex ramping up, positive for the AI trade.
AI infrastructure stocks are very oversold and due for a big rally. Infrastructure software vendors which will benefit fro…↗
Feb 6
Lawrence McDonald — Unchanged since
Google $GOOGL November 2025
Facebook $META January 2025
Amazon $AMZN July 2024
Oracle $ORCL June 2024
Microsoft $MSFT January 2024↗
Puru Saxena — Amazon $AMZN -
Capex of $200B in '26 (+54%YoY vs. +40%YoY whisper)
Andy Jassy anticipates strong long-term ROIC but pundits are convinced AI is a bubble.
More capex by $AMZN an…↗
Feb 5
Carolyn Boroden — $GOOGL never triggered against the other zone and we blew through the setup zone...Here are the current decisions via the WEEKLY chart https://t.co/NglR9OPXL8↗
Feb 5
mon — $IREN day today. Nothing else matters.
- Rep. Cleo Fields bought $50-$100K of IREN.
- $GOOGL raises 2026 capex to $175B-$185B.
- Rep. Dale Strong bought IREN shares.↗
Mike Investing — We are actively seeing the largest transfer of corporate treasury to silicon ever seen in human history…
Some of the most notable 2026 CAPEX includes:
~ $GOOGL $185B (+98% YoY)
~…↗
Feb 4
Ray Wang — Ngl $GOOGL YT should offer a function to turn down YT shorts to save many people's time instead of only offering the "not track watching history" to not show shorts on YT.
*from…↗
The Future Investors — 𝗔𝗹𝗽𝗵𝗮𝗯𝗲𝘁 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $GOOGL
EPS: $2.82 vs $2.64 est. ✅
Revenue: $113.83B vs $111.48B est. ✅
Google Cloud: $17.66B vs $16.25B est. ✅
Shares: -6.4% 📉
Li…↗
Feb 4
Nancy Pelosi Stock Tracker ♟ — New Big Buy Alert:
Rep. Cleo Fields just filed ~$550K of new stock buys
- Bought $100K or IREN $IREN
- Bought $250K of Google $GOOGL
- Bought $100K of Meta $META
- Bought $100K o…↗
Feb 3
Carolyn Boroden — $GOOGL target 1 met...ratcheting up stops and some may have taken profits near the extension! https://t.co/KsunjVlNWD↗
— $GOOGL Google is integrating Gemini 3 directly into Chrome, adding a smart side panel, image editing, deep app integrations, and agentic 'auto browse' that can handle multi-step ta…
Mike Investing — $MSFT, $META, $GOOGL, & $AMZN are all going to have a common issue stated during their earnings calls…
That will be the ongoing power constraints as AI rapidly expands.
These…↗
Jan 26
Nancy Pelosi Stock Tracker ♟ — BREAKING: Nancy Pelosi just filed ~$69M worth of new stock trades
Including selling $50M of Apple $AAPL
Major sells include:
- Sold $50M shares of Apple $AAPL
- Sold $5M shares o…↗
Jan 22
The Future Investors — $GOOGL Waymo has launched its fully autonomous public ride-hailing service in Miami, starting with a 60-square-mile area and plans to expand to Miami International Airport soon. Ne…↗
Jan 21
Lawrence McDonald — Drawdowns
Oracle $ORCL -50%
Netflix $NFLX -39%
Facebook $META -24%
Palentir $PLTR -22%
Broadcom $AVGO -21%
Microsoft $MSFT -20%
Apple $AAPL -15%
Nvidia $NVDA -15%
Google $GOOGL -4…↗
Jan 21
The Future Investors — Glassdoor has shared its Best Places to Work for 2026 👥🏆
Below the most notable companies and their rankings 👇
3. $NVDA | Nvidia
7. $NOW | ServiceNow
11. $GOOGL | Alphabet
20.…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Jan 19
Puru Saxena — As per The Information:
- Gemini API calls went from 35b in Mar to 85b in Aug
- Google has sold 8m paid seats of Gemini Enterprise
Gemini gaining traction, Open AI losing s…↗
Jan 18
The Future Investors — What are the Key 𝗤𝘂𝗮𝗻𝘁𝘂𝗺 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 Focus Areas? ⚛️👇
🧠 Quantum Computing / Cloud Services
$QUBT | $RGTI | $QBTS | $IONQ
$CCCX | $IBM | $GOOGL | $HON
🔧 Quantum C…↗
Jan 17
Mike Investing — $GOOGL will become the most valuable company in the world very soon…
One of its most notable features is the diversified portfolio which includes:
~ Search & Advertisement ($2T)…↗
Jan 14
The Future Investors — $SHOP $GOOGL Shopify launched agentic commerce with the Universal Commerce Protocol (UCP), an open standard built with Google.
It lets merchants sell and checkout directly inside…↗
Jan 14
The Future Investors — $GOOGL $NVDA Alphabet and NVIDIA are expanding their partnership to accelerate agentic AI 🤝 🤖
Google Cloud will be among the first to deploy NVIDIA’s Blackwell platform, integra…↗
Jan 12
The Future Investors — $AAPL $GOOGL Apple will use Google’s Gemini to power a major AI upgrade to Siri later this year ✨
Apple’s biggest step into generative AI so far 🤖 https://t.co/WjbdguUN0P↗
Jan 11
The Future Investors — $WMT $GOOGL Walmart is bringing its full shopping experience directly into Google Gemini, allowing customers to discover products, build carts, and complete checkout entirely withi…↗
Jan 10
The Future Investors — Global AI computing capacity is doubling every 7 months 🤖 🚀
🟢 $NVDA still dominating AI compute
🟠 $GOOGL TPUs scaling fast
🔵 $AMZN custom chips + cloud scale
🟣 $AMD rapidly…↗
Jan 8
The Future Investors — $GOOGL $AAPL Alphabet overtook Apple’s market cap for the first time, becoming the world’s second-largest company after Nvidia 📈 🚀
Are you team Alphabet or team Apple? 🔍 vs 📱…↗
Jan 8
mon — “Google has a huge new moat. In fact I’ve probably never seen such a wide moat. Their moat is filled with sharks.”
- Charlie Munger on $GOOGL (said in 2009)
Today Google, has ove…↗
Jan 6
The Future Investors — Who Leads Each Continent? 🌎
The Biggest Companies by Marketcap 👇
𝗡𝗼𝗿𝘁𝗵 𝗔𝗺𝗲𝗿𝗶𝗰𝗮
🇺🇸 1. $NVDA | Nvidia - $4.58T
🇺🇸 2. $AAPL | Apple - $3.90T
🇺🇸 3. $GOOGL | Alphab…↗
Jan 6
Ray Wang — $NVDA CEO Jensen Huang on the future of AI.
- Frontier Models: Expects verticalization and domain specialization; major players with existing verticals ( $META and $GOOGL) will t…↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
Jan 4
Mike Investing — 2024 was the year for $NVDA with +171% gains.
2025 was the year for $GOOGL with +66% gains.
And now $AMZN is going to be the clear winner in 2026 out of the MAG7…
$AMZN is clear…↗
— Brookfield expects AI compute to grow to 82 GW by 2034, with AI training and inference taking a rapidly growing share of global data center capacity 🤖📈
$NVDA $AMD $MSFT $GOOGL $…
Mike Investing — $TSLA has begun its euphoric squeeze and will see $520+ in the upcoming days…
It’s clear that $TSLA is the next large-cap to see a 200/300% upside squeeze in 2026.
This move will…↗
Dec 20
The Future Investors — Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀
Robotics is a full stack — these stocks stand to benefit 👇
🥇𝗧…↗
Dec 19
The Future Investors — $PANW $GOOGL Palo Alto Networks announced a multibillion-dollar expansion of its partnership with Google Cloud 🤝☁️
It will migrate key internal workloads to Google Cloud and use…↗
Dec 16
The Future Investors — Morgan Stanley expects AV miles driven to grow at a 103% CAGR, reaching 16B miles by 2032 🚗🤖
Who will lead?
1️⃣ Tesla — software-first, unmatched data
2️⃣ Waymo — robotaxi pione…↗
Dec 13
The Future Investors — $GOOGL $DUOL Google Translate is launching real-time audio translations via headphones 🎧. It also adds Gemini-powered, more natural translations and expanded language-learning fea…↗
Dec 13
The Future Investors — The 4 largest companies in the world by market cap 🌍
Who’s your top pick for 2026? ✨
Choose your fighter!🥊🚀
$NVDA $MSFT $GOOGL $AAPL https://t.co/w0Uue5rf06↗
Dec 11
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟵 𝗕𝗲𝘀𝘁 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$AMD - AMD
$GOOGL - Alphabet
$MSFT - Microsoft
$NVDA - Nvidia…↗
Dec 8
The Future Investors — $GOOGL Google will launch its first AI glasses in 2026 — both audio-only and with in-lens displays — using its Gemini assistant. The company is partnering with Samsung, Gentle Mons…↗
Dec 8
The Future Investors — $NEE $GOOGL NextEra Energy and Google Cloud are teaming up to build multi-GW data center campuses in the U.S. and use Google’s AI to modernize energy infrastructure, improve grid r…↗
Dec 4
The Future Investors — Our monthly 𝗕𝗲𝘀𝘁 𝗕𝘂𝘆𝘀 (since Dec 2024) have crushed the market!
$AMD +121% 🚀
$GOOGL +87% 💰
$FSLR +79% 🔥
Don’t miss the next winners
𝗖𝗵𝗲𝗰𝗸 𝗼𝘂𝗿 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿…↗
Dec 3
Mike Investing — $AMZN is currently sitting at decade low valuations, and is set up for a breakout…
Just today $AMZN announced they built an AI chip to compete with $NVDA.
If you missed the move…↗
Dec 1
The Future Investors — $AMZN $GOOGL AWS and Google Cloud launched a new multicloud service that simplifies and speeds up data/app movement between both platforms. It follows a major AWS outage. Google Cl…↗
Mike Investing — $TSLA since bottoming at $380 has been positioning itself for a squeeze to $500+
It’s clear that $TSLA will soon have a $GOOGL moment and rally 200/250%+ within months.
You’ll so…↗
Nov 26
Mike Investing — $META is the most undervalued mega cap, but it won’t stay this way for long…
With revenues up 26% YoY, heavy insider buys, and only at a 20x P/E show $META is a clear buy.
Buying…↗
Nov 25
The Future Investors — $NVDA $GOOGL Google is building its own AI chips 🔧🤖
Nvidia responds: "We’re still a generation ahead."
Smart respons by Nvidia… or not? 🤔👇↗
Nov 25
The Future Investors — $GOOGL $META Meta is considering spending billions on Google’s TPUs, including for its own data centers. This could open a huge new market for Google & Broadcom 🚀🔥
Is this a…↗
Nov 25
Mike Investing — Within just 8 days of this post on $GOOGL it has rallied over $51+ with a record blowoff top…
It’s been established that $GOOGL is the clear winner within the AI race.
$GOOGL is…↗
Nov 25
Mike Investing — Many will regret in a few months why they didn’t buy $META today at just a 20x P/E…
With revenues up 26% YoY, and in talks with $GOOGL to save 30% from $105B in Capex it’s clear $…↗
Nov 22
The Future Investors — $GOOGL Google has started showing ads inside AI Mode for the first time. The ads appear at the bottom of AI responses with a "sponsored" label 🔍🤖
Will AI search ads become as pr…↗
Nov 20
The Future Investors — $GOOGL $MSFT Google just overtook Microsoft today — and is now the 3rd biggest company by market cap. 🚀
Can Google stay ahead?
Who would you bet on for the next 10 years? 👇 htt…↗
Nov 20
Zephyr — "The obvious narrative read here is obvious post Gemini release: $AMD being slotted as a #3 behind $NVDA GPUs and TPUs and one likely comes away from the G3 release more bullish on…↗
Nov 18
Carolyn Boroden — $GOOGL If we hold 274-78 area...potential target 1 is 297.80 https://t.co/zrsYozw12P↗
The Future Investors — $GOOGL Waymo introduces fully autonomous driving in five new cities Miami, Dallas, Houston, San Antonio, and Orlando 🚖 🤖 https://t.co/EGmu1ebV8F↗
Nov 16
Mike Investing — These 7 stocks are the best investments available as we head into 2026…
1. $IREN
2. $TSLA
3. $META
4. $SOFI
5. $ZETA
6. $ASTS
7. $GOOGL
Take advantage of pullbacks before the nex…↗
Nov 16
Mike Investing — $GOOGL is going to be a clear winner in the AI race…
This week it was announced that Warren Buffet bought 17.8M shares of $GOOGL.
Also Stan Druckenmiller had also purchased 102,0…↗
Nov 16
Mike Investing — This week Berkshire Hathaway purchased over 17.8M shares of $GOOGL.
Retail is being driven to sell by AI bubble headlines, while billionaires like Warren Buffet are buying.
Take…↗
Nov 15
The Future Investors — $BRKB $GOOGL Warren Buffett’s Berkshire Hathaway has taken a new $4.3B stake in Alphabet, making Google its 10th-largest holding as of Q3.
Good move by Buffett to buy Google? 👀 h…↗
Nov 12
The Future Investors — $GOOGL Waymo just hit a major milestone. For the first time, riders can take fully autonomous freeway trips 🚖🤖
Now live in the Bay Area, LA, and Phoenix. Next up: Austin and Atl…↗
Nov 12
The Future Investors — $GOOGL $TCELL Google teams up with Turkcell on Turkey’s first $1B hyperscale data center, set for 2029 ☁️🇹🇷. Turkcell expects cloud revenue to grow sixfold by 2032 as a Google Cl…↗
Nov 10
The Future Investors — You have $100,000 to invest 💰
Two big tech giants are on the table — but you can only choose one for the next 5 years $GOOGL $MSFT
Which do you pick, and why? 🤔 https://t.co/ou…↗
Nov 7
Ray Wang — "MS expects at least 30% of GUC's '26 revenue contribution to come from $GOOGL.
Based on the server configuration of Google’s TPU v6, it is estimated that 3nm TPU CoWoS modules w…↗
Nov 6
The Future Investors — $GOOGL Google is rolling out Ironwood, its most powerful AI chip yet — a 7th gen TPU that’s 4× faster than its predecessor. The chip will be widely available in the coming weeks ⚙️…↗
Nov 6
Lawrence McDonald — @DougKass @TheStreetPro @business @tomkeene @pboockvar @hkuppy @FerroTV @lisaabramowicz1 @CNBCFastMoney @GuyAdami @HalftimeReport @pisani @carlquintanilla @ScottWapnerCNBC Last 7 D…↗
Nov 5
Ray Wang — $ARM: "In the data center, access to power has now become the bottleneck. And this is accelerated adoption of Arm's new verse compute platform. which has now surpassed 1 billion CP…↗
Nov 5
Ray Wang — IP design house GUC reported an ATH monthly revenue of NT$3.716 billion, up 2.9% MonM and 150% YoY. GUC is $GOOGL's design partner and one of the few ASIC design players.
This is…↗
Nov 5
The Future Investors — Cloud infrastructure revenue came in at $107B in Q3 2025 (+28% YoY) 🚀
The market share by provider:
🟠 AWS | 29%
🔵 Azure | 20%
🟢 GCP | 13%
⚫ Others | 38%
$AMZN $MSFT $GOOGL htt…↗
Nov 5
Ray Wang — KYEC is reportedly to be the only OSAT to secure advanced testing orders from $NVDA, $GOOGL, and $AMZN.
KYEC's AI-related business is expected to surpass 40% of total revenue onc…↗
Nov 3
Lawrence McDonald — Since Thursday, Meta $META and Google $GOOGL borrowed an extra $47.5B in the bond market. You're gonna need a bigger boat. https://t.co/D46kIi4CdZ↗
— Just in: Google is up another 5% after hours
Meaning Dan Crenshaw is now up ~180% since buying $GOOGL back on 10/25/22
In the past, he's been vocal about allowing Politicians to…
The Future Investors — 𝗔𝗹𝗽𝗵𝗮𝗯𝗲𝘁 𝗤𝟯 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $GOOGL
EPS: $2.87 vs $2.28 est. ✅
Revenue: $102.4B vs $100.07B est. ✅
Google Cloud: $15.2B vs $14.66B est. ✅
Shares: +6.4% 📈
Like…↗
Oct 29
Ray Wang — Two tough months for MediaTek! Suddenly, all the headwinds come at once.
MS's recent note suggested that MediaTek's 3nm $GOOGL TPU (v7e likely) was indeed taped out in mid-Octobe…↗
Oct 28
SpotGamma — FlowPatrol showing a chunky $GOOGL Feb 300 C buyer ahead of earnings tomorrow 8k contracts https://t.co/N2DjhjLMxn↗
Oct 28
The Future Investors — $GOOGL $NEE Google and NextEra will restart Iowa’s Duane Arnold nuclear plant by 2029 ⚡️ — providing clean, reliable power for Google’s growing AI operations.
Will nuclear become…↗
Oct 27
Carolyn Boroden — $GOOGL has met target 2 and we have cycles that just say to ratchet up stops on longs https://t.co/Qj84A1JBXR↗
Oct 25
The Future Investors — Get ready for the mother of all weeks 🔥
Next week all Big Tech are reporting: $META, $GOOGL, $MSFT, $AMZN and $AAPL 💥
Plus: $BKNG, $V, $ADYEN, $FSLR, $NOW, $TMDX, $MELI, $LLY a…↗
Oct 24
The Future Investors — $GOOGL Google and Anthropic just signed a huge cloud deal worth tens of billions of dollars ☁️
Anthropic will get access to up to 1M Google TPUs to power its AI models — adding ov…↗
Oct 23
Ray Wang — Anthropic: "We are announcing that we plan to expand our use of $GOOGL Cloud technologies, including up to one million TPUs..." $AVGO https://t.co/Hg5iFjRBzF↗
Oct 23
Ray Wang — "Anthropic confirmed a new deal with Google $GOOGL Cloud to expand its use of up to 1 million TPUs and other cloud services, worth tens of billions of dollars."↗
Oct 22
Ray Wang — Came across a note from KGI indicating that MediaTek’s ASIC revenue is expected to be lower in 2026 and 2027, which partly aligns with my view.
That said, I think 2027 might be s…↗
Oct 22
Puru Saxena — OpenAI's ChatGPT Atlas browser just dropped!
The race is heating up. OpenAI giving Google a serious run for its money.
$GOOGL #ChatGPT
https://t.co/54iyuTRpU3↗
Oct 20
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟵 𝗕𝗲𝘀𝘁 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best AI company' are....
$AMD - AMD
$GOOGL - Alp…↗
Oct 16
The Future Investors — $CRM $GOOGL Salesforce and Google expand their partnership — integrating Agentforce 360 with Gemini AI and Google Workspace 🤖🔍
Together, they’re building the Agentic Enterprise,…↗
Oct 15
Carolyn Boroden — $GOOGL chart updated from last video on GOOGL https://t.co/IAfa7PiJCk↗
Oct 15
The Future Investors — $GOOGL Waymo will launch driverless taxis in London in 2026 — the first fully autonomous taxi service in Europe. 🚕🇬🇧
Is this the first step toward a driverless Europe? 🤖 https…↗
Oct 13
Ray Wang — Some incremental development in the $NVDA GPU and $GOOGL TPU, noted by GF Securities. VR 200 Switch tray upgrade should be well-known already.
1) PCB content in VR200 to increase…↗
Oct 10
Ray Wang — Some update on MediaTek: MediaTek reported September consolidated revenue of NT$54.33 billion, up 22% MoM and 21.6% YoY.
For the first three quarters of 2025, cumulative consolid…↗
Oct 6
Tech Fund — In the last few months, OpenAI has announced deals with all major accelerator providers, both GPU and ASIC - $NVDA $AVGO $AMD and $GOOGL.
The reason is the open source Triton sof…↗
Oct 2
Ray Wang — $NVDA AI server ODM partner WiWynn (Wistron) says AI server order visibility now stretches through 2027 — backlog so strong it’s running out of factories and racing to build more.…↗
Ray Wang — GF Securities: Re-rate MediaTek (2454) to Hold.
ASIC:
- $GOOGL v7e: final design freeze/sign-off has reportedly slipped to mid-4Q25, likely due to internal design-team issues. On…↗
Sep 24
Ray Wang — $GOOGL @GeminiApp passed 5 billion image in less than a month.....↗
Sep 24
Ray Wang — Super interesting article on $AAPL. Sadly I can only read it with Google translation.
One question tho, anyone know if $GOOGL integrate Gemini in their translation? If not, I h…↗
Sep 24
Tech Fund — Be careful with analysts using Shiller PEs to value growth companies – the Shiller PE takes into account EPS of 10, 9, 8, etc. years ago!
Imagine using $NVDA $META $MSFT $GOOGL etc…↗
Sep 23
Ray Wang — 3) Next earnings call, tons of attention will focus on
a) When the revenue $GOOGL ASIC project will come in (still late 26'? or?), and how much is that rev (full design fee or NRE…↗
Sep 23
Ray Wang — 2) MediaTek's downside news on ASIC with $GOOGL.
Pay close attention to this $GOOGL ASIC project, which remains critical, as well as a potential one from $META.
That said, even…↗
Sep 23
Ray Wang — 1) MediaTek has been down 11% in the past 5 days (another 2% today).
Below is a note from 3 days ago. There is big difference between the $1B ASIC revenue management guide and no…↗
Sep 23
Ray Wang — Morgan Stanley said MediaTek's $GOOGL TPU (v7e) is expected to tape out in October, and has a 50% chance of winning the $META ASIC project.
"The long- awaited 3nm Google TPU is e…↗
Sep 22
Ray Wang — GenAI Market Share Update: OpenAI continues to lead the overall market with 76% but down 11% YoY.
Yet, $GOOGL's Gemini is gaining share slowly over the past year, and Chinese Dee…↗
Sep 15
Nancy Pelosi Stock Tracker ♟ — Breaking 🚨
Someone just invested $1,250,000 behind the Pelosi Tracker on @joinautopilot
That user ended up buying:
$234K of Nvidia $NVDA
$198K of Broadcom $AVGO
$151K of Googl…↗
Sep 12
Puru Saxena — AI Chatbots by US market share
OpenAI ChatGPT #1
$MSFT Copilot #2
$GOOGL Gemini #3 https://t.co/PSgI9HEKu4↗
Sep 3
Carolyn Boroden — $GOOGL daily met 3 targets off symmetry support https://t.co/RY5ZS4iHUn↗
Sep 2
Nancy Pelosi Stock Tracker ♟ — Just in : Marjorie Taylor Greene MTG went on a buying spree again
On August 28th, she bought up to $285K of new stocks
Including $FDX, $GOOGL, $EXC, $RHP, & more
Will keep a…↗
Carolyn Boroden — $GOOGL was a royal setup we posted last week...it triggered earlier today...Potential targets are 200.71 and 204.21. https://t.co/0XOt0ICY03↗
KawzInvests 🦑 — Look at this beautiful sea of green
$PLTR: +3.59%
$TSLA: +5.89%
$GOOGL: +2.22%
$NVDA: +1.38%
While everyone panicked about valuations
We just kept accumulating
Green Friday…↗
Jun 4
KawzInvests 🦑 — Everyone worried about ChatGPT and Grok
Reality check:
OpenAI pays for compute + begs for data
Grok has Twitter... that's it
$GOOGL has infinite data + $150B cash + owns the cloud…↗
Jun 3
KawzInvests 🦑 — While everyone's hyping $NVDA and $PLTR
$GOOGL quietly crushing it:
Gemini competing with GPT-4
Cloud revenue exploding
1B+ using their AI assistant
Trading at just 26 P/E
Down 1…↗