🌟 I vote $Alphabet(GOOG)$ $Al

🌟 I vote $Alphabet(GOOG)$ $Alphabet(GOOGL)$ as it is seen as a value play among the Tech Giants. Its Forward P/E ratio is slightly below historical averages & with expected Google Cloud growth hitting over 50%, it has significant room to surprise investors if it maintains its margins while scaling AI.

AI Monetisation : Unlike early 2024 when AI was seen as a cost, it is now a confirmed revenue driver.

Google's internal TPU chips allow them to run AI workloads more cheaply than competitors using only Nvidia GPUs.

Operating Margins: Cloud margins are expected to jump from 20% to 30%.

If Google hits these numbers, it proves that its Cloud business has reached a high profit phase similar to Amazon's AWS.

Google's Search usage remains at all time highs. AI Overviews are increasing number of queries people make, leading to 16% growth in ad revenue.

The only thing that could throw a spanner is Capex. If it is higher, Google could be sold off.

@Tiger_Earnings @Tiger_comments

Big Tech Earnings: The AI Trillion-Dollar Reckoning — How Do You See It?

Big tech will report in unison this week in the market's first comprehensive, simultaneous audit of AI capex ROI — the five giants have collectively deployed over $100 billion in AI infrastructure over the past two years. Two thematic lines dominate: cloud growth rates (Azure vs. AWS vs. GCP) and ad ARPU efficiency (META vs. GOOG). AAPL's supply chain risk and Ternus succession uncertainty remain standalone downside variables, decoupled from the broader AI narrative. Five scorecards due simultaneously — whose AI investment will be the first to convert into tangible margin improvement?

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Comments

Yaomao
04-29 19:22
Yaomao
Google's AI cost advantage is huge.

Leave a comment

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They can reap bountiful rewards, 🚀🚀🚀🌛🌛🌛","winRationPercentage":77.094972,"tradeVolumeEst":0},"themes":[{"themeId":"ee89ef715a864ea3934c505b1117de58","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"Big Tech Earnings: The AI Trillion-Dollar Reckoning — How Do You See It?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ee89ef715a864ea3934c505b1117de58}&rnconfig={\"headerBarHidden\": true}","description":"Big tech will report in unison this week in the market's first comprehensive, simultaneous audit of AI capex ROI — the five giants have collectively deployed over $100 billion in AI infrastructure over the past two years. Two thematic lines dominate: cloud growth rates (Azure vs. AWS vs. GCP) and ad ARPU efficiency (META vs. GOOG). \nAAPL's supply chain risk and Ternus succession uncertainty remain standalone downside variables, decoupled from the broader AI narrative. Five scorecards due simultaneously — whose AI investment will be the first to convert into tangible margin improvement?","image":"https://community-static.tradeup.com/news/89b1bc001d5c16b8030b4982e0caebbd"}],"images":[{"img":"https://community-static.tradeup.com/news/20c981ea1d7e9b5e1253278c6a79bd85"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/20c981ea1d7e9b5e1253278c6a79bd85"}],"title":"","html":"<html><head></head><body>🌟 I vote <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a><a href=\"https://ttm.financial/S/GOOGL\"> $Alphabet(GOOGL)$ </a>as it is seen as a value play among the Tech Giants.&nbsp; Its Forward P/E ratio is slightly below historical averages &amp; with expected Google Cloud growth hitting over 50%, it has significant room to surprise investors if it maintains its margins while scaling AI.\n\nAI Monetisation : Unlike early 2024 when AI was seen as a cost, it is now a confirmed revenue driver.\nGoogle's internal TPU chips allow them to run AI workloads more cheaply than competitors using only Nvidia GPUs.\nOperating Margins: Cloud margins are expected to jump from 20% to 30%.\nIf Google hits these numbers, it proves that its Cloud business has reached a high profit phase similar to Amazon's AWS.\nGoogle's Search usage remains at all time highs. AI Overviews are&nbsp; increasing number of queries people make, leading to 16% growth in ad revenue.\nThe only thing that could throw a spanner is Capex. If it is higher, Google could be sold off.\n<a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments</a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/20c981ea1d7e9b5e1253278c6a79bd85\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟 I vote <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a><a href=\"https://ttm.financial/S/GOOGL\"> $Alphabet(GOOGL)$ </a>as it is seen as a value play among the Tech Giants.&nbsp; Its Forward P/E ratio is slightly below historical averages &amp; with expected Google Cloud growth hitting over 50%, it has significant room to surprise investors if it maintains its margins while scaling AI.\n\nAI Monetisation : Unlike early 2024 when AI was seen as a cost, it is now a confirmed revenue driver.\nGoogle's internal TPU chips allow them to run AI workloads more cheaply than competitors using only Nvidia GPUs.\nOperating Margins: Cloud margins are expected to jump from 20% to 30%.\nIf Google hits these numbers, it proves that its Cloud business has reached a high profit phase similar to Amazon's AWS.\nGoogle's Search usage remains at all time highs. AI Overviews are&nbsp; increasing number of queries people make, leading to 16% growth in ad revenue.\nThe only thing that could throw a spanner is Capex. If it is higher, Google could be sold off.\n<a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments</a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/20c981ea1d7e9b5e1253278c6a79bd85\"></t-t></body></html>","text":"🌟 I vote $Alphabet(GOOG)$ $Alphabet(GOOGL)$ as it is seen as a value play among the Tech Giants. Its Forward P/E ratio is slightly below historical averages & with expected Google Cloud growth hitting over 50%, it has significant room to surprise investors if it maintains its margins while scaling AI. AI Monetisation : Unlike early 2024 when AI was seen as a cost, it is now a confirmed revenue driver. Google's internal TPU chips allow them to run AI workloads more cheaply than competitors using only Nvidia GPUs. Operating Margins: Cloud margins are expected to jump from 20% to 30%. If Google hits these numbers, it proves that its Cloud business has reached a high profit phase similar to Amazon's AWS. Google's Search usage remains at all time highs. AI Overviews are increasing number of queries people make, leading to 16% growth in ad revenue. The only thing that could throw a spanner is Capex. If it is higher, Google could be sold off. @Tiger_Earnings @Tiger_comments","highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":1,"repostSize":10,"favoriteSize":0,"link":"https://ttm.financial/post/558474621321336","repostId":0,"isVote":1,"tweetType":1,"viewCount":831,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GOOGL","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":817,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":558817389622312,"commentId":"558817389622312","gmtCreate":1777461741259,"gmtModify":1777466824277,"authorId":3479274778691584,"author":{"id":3479274778691584,"idStr":"3479274778691584","authorId":3479274778691584,"name":"Yaomao","avatar":"https://static.tigerbbs.com/efe507ad2bc8ac0c13cd278221a98642","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":558474621321336,"objectIdStr":"558474621321336","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Google's AI cost advantage is huge.","text":"Google's AI cost advantage is huge.","html":"Google's AI cost advantage is huge.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/558474621321336"}