I’m leaning toward $Alphabet(G

I’m leaning toward $Alphabet(GOOGL)$ this week, as it’s clearly moving into the harvest phase of AI rather than just telling the story. Gemini 3.0 driving higher Search conversion is exactly what the market wants, and a re-acceleration in Search growth gives earnings a very direct boost.

At the same time, GCP looks structurally stronger. Self-developed TPUs are lowering costs, while large deals like Anthropic support both scale and margins. The Apple AI partnership remains a strong validation of Google’s full-stack capabilities, even if valuation concerns linger.

By comparison, I’m more cautious on $Amazon.com(AMZN)$ in the near term. Elevated inventory and expected margin pullback still pose risks, despite organizational slimming. For this week, I think the market favors clearer ROI — I believe Google can close above $340, driven by its full-stack AI edge, and it has a better chance of setting a new all-time high.

@Tiger_comments @TigerClub @TigerStars

Mag 7 Recap: Capex Falls Short👀 Who Enters Buy Zone?

Google and Amazon delivered earnings showing strong growth but also sharply higher CapEx. Google managed to recover after an initial 7% drop, closing only about -0.6% lower, while Amazon plunged roughly 10%. Last week, Microsoft also reported a major surge in CapEx, and its stock has fallen about 15% over the past two weeks. In contrast, Apple has rallied about 10% over the same period. Meta, after a strong surge last week, has almost given back those gains this week. Tesla, meanwhile, dropped sharply yesterday and slipped back below $400.

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","winRationPercentage":56.578947,"tradeVolumeEst":0},"themes":[{"themeId":"f1b9e4060852447c9171f242483b5702","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Mag 7 Recap: Capex Falls Short👀 Who Enters Buy Zone?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f1b9e4060852447c9171f242483b5702}&rnconfig={\"headerBarHidden\": true}","description":"Google and Amazon delivered earnings showing strong growth but also sharply higher CapEx. Google managed to recover after an initial 7% drop, closing only about -0.6% lower, while Amazon plunged roughly 10%.\nLast week, Microsoft also reported a major surge in CapEx, and its stock has fallen about 15% over the past two weeks. In contrast, Apple has rallied about 10% over the same period. \nMeta, after a strong surge last week, has almost given back those gains this week. 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The Apple AI partnership remains a strong validation of Google’s full-stack capabilities, even if valuation concerns linger.\nBy comparison, I’m more cautious on <a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a> in the near term. Elevated inventory and expected margin pullback still pose risks, despite organizational slimming. For this week, I think the market favors clearer ROI — I believe Google can close above $340, driven by its full-stack AI edge, and it has a better chance of setting a new all-time high.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/912d56f75a8dff9e830c6db95bab40a5\"></t-t></body></html>","htmlText":"<html><head></head><body>I’m leaning toward <a href=\"https://ttm.financial/S/GOOGL\"> $Alphabet(GOOGL)$ </a> this week, as it’s clearly moving into the harvest phase of AI rather than just telling the story. Gemini 3.0 driving higher Search conversion is exactly what the market wants, and a re-acceleration in Search growth gives earnings a very direct boost.\n\nAt the same time, GCP looks structurally stronger. Self-developed TPUs are lowering costs, while large deals like Anthropic support both scale and margins. The Apple AI partnership remains a strong validation of Google’s full-stack capabilities, even if valuation concerns linger.\nBy comparison, I’m more cautious on <a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a> in the near term. Elevated inventory and expected margin pullback still pose risks, despite organizational slimming. For this week, I think the market favors clearer ROI — I believe Google can close above $340, driven by its full-stack AI edge, and it has a better chance of setting a new all-time high.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/912d56f75a8dff9e830c6db95bab40a5\"></t-t></body></html>","text":"I’m leaning toward $Alphabet(GOOGL)$ this week, as it’s clearly moving into the harvest phase of AI rather than just telling the story. Gemini 3.0 driving higher Search conversion is exactly what the market wants, and a re-acceleration in Search growth gives earnings a very direct boost. At the same time, GCP looks structurally stronger. Self-developed TPUs are lowering costs, while large deals like Anthropic support both scale and margins. The Apple AI partnership remains a strong validation of Google’s full-stack capabilities, even if valuation concerns linger. By comparison, I’m more cautious on $Amazon.com(AMZN)$ in the near term. Elevated inventory and expected margin pullback still pose risks, despite organizational slimming. For this week, I think the market favors clearer ROI — I believe Google can close above $340, driven by its full-stack AI edge, and it has a better chance of setting a new all-time high. @Tiger_comments @TigerClub @TigerStars","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/529107147710616","repostId":0,"isVote":1,"tweetType":1,"viewCount":564,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN","GOOGL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":820,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/529107147710616"}