🌟🌟🌟I am most excited about
$Alphabet(GOOG)$ Q1 26 report scheduled on Wednesday 29 April 26. This report is seen as a critical test of whether Google's massive AI infrastructure investments are starting to pay off.
Key Themes:
Capex Reckoning : Google has guided for a massive USD 175 to USD 185 billion Capex in 2026. This is almost double its 2025 spend. I will be watching management's commentary on how this spending translates to future revenue.
Cloud Momentum: Google Cloud is expected to be the Star of the Show. Analysts are forecasting growth to exceed 50% YoY.
Search Resilience : While AI Overviews have raised concerns about search monetising, recent data suggests user engagement remains record high, potentially expanding rather than cannibalising the search market.
Google is up 9.28% YTD outperforming the broader tech sector of 6.4%. I believe exciting times are ahead for Google.
@Tiger_comments @TigerStars @Tiger_SG @CaptainTiger @TigerClub
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