🌟🌟🌟 I believe that $Alphabe

🌟🌟🌟 I believe that $Alphabet(GOOG)$ will close at USD334 tomorrow while $Amazon.com(AMZN)$ will close at USD 234.

The market is witnessing a brutal show me moment for Big Tech. While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure.

Google's earnings report showed that it is benefiting from its long term AI integration. However the cost is substantial.

The Harvest: Google Cloud increased 48% as AI workloads grew. It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises.

The Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending.

The reaction : The stock fell. Investors are concerned that Alphabet is spending too much in infrastructure.

Amazon is facing a similar problem to Alphabet - spending too much on Capex. It must show how it can monetise its capex.

@Tiger_comments @TigerStars @TigerClub

Mag 7 Recap: AI Falls Short👀 Buy Apple, Sell Over-CapEx Names?

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.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

1PC
02-05 23:26
1PC
Nice Sharing 😁$2 above my prediction [LOL] Good Luck 🤞 @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @DiAngel @Shyon
- koolgal:
  Best of luck 🍀🍀🍀
- koolgal:
  May you have lots of winning trades next week 🌈🌈🌈💰💰💰
- koolgal:
  Happy weekend 🏖️🏖️🏖️
- koolgal:
  Appreciate your support 🥰🥰🥰
- koolgal:
  Thanks 😍😍😍

Leave a comment

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Tesla, meanwhile, dropped sharply yesterday and slipped back below $400.","image":"https://community-static.tradeup.com/news/59d7de3787d19f8662f01e4d76283cd7"}],"images":[{"img":"https://community-static.tradeup.com/news/e82b32e1e206521697dca45d39bc919d"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/e82b32e1e206521697dca45d39bc919d"}],"html":"<html><head></head><body>🌟🌟🌟 I believe that <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a>will close at USD334 tomorrow while <a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a>will close at USD 234.\n\nThe market is witnessing a brutal show me moment for Big Tech.&nbsp; While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure. \n Google's earnings report showed that it is benefiting from its long term AI integration.&nbsp; However the cost is substantial.\nThe Harvest: Google Cloud increased 48% as AI workloads grew.&nbsp; It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises.\nThe Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending.\nThe reaction : The stock fell.&nbsp; Investors are concerned that Alphabet is spending too much in infrastructure.\nAmazon is facing a similar problem to Alphabet - spending too much on Capex. It must show how it can monetise its capex.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e82b32e1e206521697dca45d39bc919d\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟 I believe that <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a>will close at USD334 tomorrow while <a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a>will close at USD 234.\n\nThe market is witnessing a brutal show me moment for Big Tech.&nbsp; While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure. \n Google's earnings report showed that it is benefiting from its long term AI integration.&nbsp; However the cost is substantial.\nThe Harvest: Google Cloud increased 48% as AI workloads grew.&nbsp; It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises.\nThe Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending.\nThe reaction : The stock fell.&nbsp; Investors are concerned that Alphabet is spending too much in infrastructure.\nAmazon is facing a similar problem to Alphabet - spending too much on Capex. It must show how it can monetise its capex.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e82b32e1e206521697dca45d39bc919d\"></t-t></body></html>","text":"🌟🌟🌟 I believe that $Alphabet(GOOG)$ will close at USD334 tomorrow while $Amazon.com(AMZN)$ will close at USD 234. The market is witnessing a brutal show me moment for Big Tech. While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure. Google's earnings report showed that it is benefiting from its long term AI integration. However the cost is substantial. The Harvest: Google Cloud increased 48% as AI workloads grew. It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises. The Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending. The reaction : The stock fell. Investors are concerned that Alphabet is spending too much in infrastructure. Amazon is facing a similar problem to Alphabet - spending too much on Capex. It must show how it can monetise its capex. @Tiger_comments @TigerStars @TigerClub","highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":6,"repostSize":20,"favoriteSize":0,"link":"https://ttm.financial/post/529392590517632","repostId":0,"isVote":1,"tweetType":1,"viewCount":1980,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":806,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":529545237574744,"commentId":"529545237574744","gmtCreate":1770305185980,"gmtModify":1770305190839,"authorId":3574752437126777,"author":{"id":3574752437126777,"idStr":"3574752437126777","authorId":3574752437126777,"name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior 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href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","text":"Nice Sharing 😁$2 above my prediction [LOL] Good Luck 🤞<a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","html":"Nice Sharing 😁$2 above my prediction [LOL] Good Luck 🤞<a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a><a href=\"https://ttm.financial/U/4091884160412060\"> @Aqa </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a>","likeSize":2,"commentSize":5,"subComments":[{"id":530054193546584,"commentId":"530054193546584","gmtCreate":1770429471470,"gmtModify":1770429475171,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every 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🍀🍀🍀","disclaimerType":0},{"id":530054776640016,"commentId":"530054776640016","gmtCreate":1770429465099,"gmtModify":1770429471850,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every 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🌈🌈🌈💰💰💰","disclaimerType":0},{"id":530054249631808,"commentId":"530054249631808","gmtCreate":1770429445498,"gmtModify":1770429450018,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every 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🏖️🏖️🏖️","disclaimerType":0},{"id":530054225330592,"commentId":"530054225330592","gmtCreate":1770429432822,"gmtModify":1770429436210,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every 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