For me,
$Alphabet(GOOGL)$ Google Cloud is the key metric. TSMC and ASML have confirmed strong AI infrastructure demand, but Alphabet now needs to prove that its heavy AI investment is translating into sustainable Cloud revenue and healthy margins.
I'm also watching AI Search monetization. It's not enough to increase user engagement—Google must maintain advertising revenue while keeping AI inference costs under control. That will determine whether AI strengthens its core business.
Overall, I think Alphabet is becoming a leading end-to-end AI platform. If it delivers strong Cloud growth, solid AI monetization and confidence in free cash flow despite high capex, the long-term AI story becomes much more convincing. I’ll also be listening closely to management’s guidance on 2027 AI spending and TPU commercialization. Those updates could shape sentiment not only for Alphabet, but for the entire AI supply chain.
@TigerStars @Tiger_comments @TigerClub
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