Yes, I’d rotate some capital f-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Yes, I’d rotate some capital from crowded AI hardware into cloud/software, but not abandon chips completely. The cleanest setup is GOOG: it has cloud acceleration, AI deployment, Search monetisation, and still trades cheaper than the quality of its assets suggests. MSFT is the safer fortress, AMZN is the AWS recovery play, and ORCL is the higher-beta infrastructure bet. I’d buy GOOG on pullbacks first, then MSFT/AMZN, while keeping chip exposure smaller and more selective.

#GOOG #GOOGL #MSFT #AMZN #AI #Cloud #GoogleCloud #TechStocks

Google Stays Strong Amid Chip Carnage; Buffett's $10B Bet: New AI Safe Haven?

Alphabet slipped just 0.95% on Friday, making it the most resilient mega-cap tech name during the semiconductor rout. Berkshire Hathaway was reportedly disclosed as having built an approximately $10 billion position in Google, while Alphabet's in-house AI chips (TPUs) reduce its dependence on NVIDIA — leading markets to treat the stock as a safe haven amid AI hardware deleveraging. The combination of cash flow, proprietary silicon, and cloud scale is drawing capital rotating out of crowded AI hardware trades. As money exits AI hardware, will you rotate into Google?

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