This quarter confirms to me that AI CapEx is real and accelerating. When Alphabet, Amazon, Microsoft, and Meta Platforms guide ~$725B in 2026 spending, I see strong upstream demand visibility — which reinforces my bullish view on
$Seagate Technology PLC(STX)$ &
$SanDisk Corp.(SNDK)$ as key AI data beneficiaries.
For $Alphabet(GOOGL)$ , I see this as a durable, high-quality beat. Cloud growth at 63% shows real AI monetization, and strong cash flow despite higher CapEx removes margin concerns. I’m comfortable assigning a premium multiple here.
On $Meta Platforms, Inc.(META)$ , I’m not exiting — the drop looks like sentiment-driven, not fundamental. I’d lean toward buying weakness. Meanwhile, I stay bullish on $Amazon.com(AMZN)$ , as AWS acceleration and margins confirm one of the strongest AI monetization stories right now.
@TigerClub @TigerStars @Tiger_comments
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