🌟🌟🌟 $Alphabet(GOOG)$ Google

🌟🌟🌟 $Alphabet(GOOG)$ Google Cloud Next 26 gave us a glimpse into a future where Google isn't just part of the AI conversation. It is the conversation.

Google Cloud (GCP) numbers are simply amazing. Citi is modeling 57.5% YoY growth. That is a 11% point gap over consensus. This is a seismic shift.

The advantages of Google AI are:

Infrastructure : Google's custom TPUs offer AI at scale & cost efficiency.

Search Transformation: AI overviews & Gemini integrations are changing Search.

Revenue Growth : Price targets from Goldman & Citi are over USD 400. The AI Dividend is here.

That is why I vote Google as the best performer post earnings.

@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger

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?

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

icycrystal
04-29 05:10
icycrystal
thanks for sharing
- koolgal:
  Best of luck 🍀🍀🍀
- koolgal:
  May you have a winning week 🌈🌈🌈💰💰💰
- koolgal:
  Appreciate your support 🥰🥰🥰
- koolgal:
  My pleasure 😍😍😍

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