To The Moon

This looks more like a valuation reset than a deterioration in the business. Alphabet's underlying fundamentals remain strong: Cloud revenue growth of 82% YoY suggests AI demand is accelerating, not slowing. Management says demand exceeds capacity, implying additional investment is driven by customer demand rather than speculative spending. Search, Cloud and AI together give Alphabet multiple earnings engines. The concern is that higher capex delays free cash flow expansion and compresses near-term returns, prompting investors to lower the valuation multiple even if long-term earnings potential improves. For long-term investors, that can create an opportunity, provided they believe management will convert today's AI spending into future cash flows. The key metrics to watch are Cloud operat

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Alphabet(GOOGL)$ GOOGL got absolutely hammered pre-market even though they beat market expectations on earnings, increasing their capex spend on AI-related technology. However, investors are not confident that GOOGL can cope with these goals and decide to sell off.  So the bottom line is a clear earnings beat does not always reflect in the stock movement. There are many layers of consideration in place, this is the exact reason why I do not trade earnings. With that said. I still believe in the business model and market cap that GOOGL has, it will be just a short term tai

Nice Sharing 😁 @Aqa @DiAngel @koolgal @JC888 @Barcode @Shernice軒嬣 2000 //@Shyon:I'd pick A) DBS / OCBC / UOB — the banking trio. I've always wanted more flexibility to add to these banks, especially DBS, but a 100-share lot required a much larger upfront investment than I prefer. I'd rather build my

I still believe AI hardware is the strongest theme. Every AI platform depends on chips, memory, networking and advanced manufacturing before software can scale. Google's Cloud growth strengthens my conviction in companies like NVIDIA, TSMC, Broadcom and Micron. The AI infrastructure cycle still looks like it has plenty of room to run. The negative free cash flow from $Alphabet(GOOGL)$ and $Tesla Motors(TSLA)$ doesn't worry me yet. Both are investing heavily for future growth. My focus is whether those investments eventually drive stronger revenue, margins and cash flow. Between the two signals, I think Google Cloud's 82% growth matters more. It proves customers are already paying for AI services. If ad

🌟🌟While all 4 sectors represent critical pillars of the technology sector, AI Cloud Platforms are demonstrating the most robust fundamental strength. Why?  Hyper Growth Acceleration: $Alphabet(GOOG)$ Q2 earnings served as proof of this theme's dominance.  Google Cloud growth exploded by a huge 82% YoY to USD 24.8 billion, underscoring that enterprise customers are deploying real dollars to secure cloud infrastructure & run Gemini workloads. AI Hardware theme remains strong but because semiconductor stock valuations are sitting at highly elevated valuations, this sector faces shorter term technical consolidation. Autonomy & Robots theme is experiencing notable margin compression.  $Te

There are different types of numbers on Wall Street right now. Some are scary and depressing—like watching $TSLA drop ~14.52% in a single post-earnings trading session. But if you look past the daily market noise, there are numbers that are bright, incredibly encouraging, and point to a brilliant future. Here are 7 hard metrics that demonstrate Tesla’s quiet, explosive progress with Robotaxi: 1️⃣ Nearly 2.5 million paid miles By the end of Q2, Robotaxi reached nearly 2.5 million cumulative paid miles. While this figure includes trips with a human safety monitor, it proves the ride-hailing foundation is actively scaling on public roads. 2️⃣ 380,000+ unsupervised miles This is the concrete proof of autonomy: Tesla's software has driven over 380,000 completely unsupervised miles across six ci

There are different types of numbers on Wall Street right now. Some are scary and depressing—like watching $TSLA drop ~14.52% in a single post-earnings trading session. But if you look past the daily market noise, there are numbers that are bright, incredibly encouraging, and point to a brilliant future. Here are 7 hard metrics that demonstrate Tesla’s quiet, explosive progress with Robotaxi: 1️⃣ Nearly 2.5 million paid miles By the end of Q2, Robotaxi reached nearly 2.5 million cumulative paid miles. While this figure includes trips with a human safety monitor, it proves the ride-hailing foundation is actively scaling on public roads. 2️⃣ 380,000+ unsupervised miles This is the concrete proof of autonomy: Tesla's software has driven over 380,000 completely unsupervised miles across six ci