$Alphabet(GOOG)$ Just a thought on the tech demand picture. Orders from other large, mid, and small corporations — think Exxon, CAT, Target — are actually coming in stronger than what we saw from the two mega-cap companies building data centers. The idea that a dip in those mega-caps' free cash flow will drag down profits across the entire sector is a bit hard to follow, especially when this is a global transformation. Every company is integrating AI in some form. So when names like GOOG, META, and MSFT need to temporarily scale back order sizes until they recoup some capital, it just lets the rest of these larger, mid-sized, and smaller firms worldwide get their turn to have orders filled. That's probably why we haven't heard any shift or sl
$Alphabet(GOOG)$ The sell-off already happened. Now people will likely pile back into Google because it is seen as a safe name. Play stupid games, win stupid prizes, as far as I'm concerned.
Apple briefly touched a $5 trillion market cap for the first time on Tuesday, just a day after moving past Nvidia to reclaim the top spot among publicly traded companies. The stock has gained 25% this year, outperforming its megacap peers, and hit an intraday high of $342.89 before pulling back a bit. Meanwhile, while Alphabet, Amazon, Meta, and Microsoft are pouring hundreds of billions into capex this year for their AI buildouts, Apple has kept its own spending low, relying instead on cloud infrastructure and AI tech from Google. $Alphabet(GOOG)$ $Apple(AAPL)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META
$Alphabet(GOOG)$ Bank of America kept its Buy rating on Alphabet after the quarter, and the analysts there seem to think the market is missing the bigger signal. Their view is that the sell-off was too harsh, partly because investors overlooked accelerating Cloud growth and early signs that the AI spending is starting to produce returns.
$Alphabet(GOOG)$ Google Cloud is actually accelerating at a very impressive pace, up 82%. On top of that, they are now selling their TPUs to other companies, including competitors. Buffett's recent $10 billion investment gives a pretty good insight into a very long term hold.
I was pretty skeptical about $Oracle(ORCL)$ back when it was at $300. At $115, I'm starting to see it differently. Left an AI investor meetup recently and one thing stood out to most of us. Once the chip frenzy eventually cools down, what's the next trade? Data. It reminds me of the old $Cisco(CSCO)$ days. Everyone was chasing the hardware that built the internet until the infrastructure basically became plumbing. AI compute isn't going anywhere, and neither is $NVIDIA(NVDA)$ , but eventually chips become part of the stack rather than the whole story. The next battleground is proprietary data, enterprise context, retrieval, security and governanc
$Carnegie Clean Energy Ltd.(CWGYF)$ This looks like positive news overall, with significant investment flowing into the defense sector and US involvement confirmed. Carnegie Energy has secured firm commitments for a $2.5 million placement, receiving strong support from overseas investors. The proceeds are set to be used primarily for developing a multi-megawatt CETO array at BiMEP, business development in Europe and the US, deploying and operating CETO via the ACHIEVE Programme, and further advancing spin-off products in the defense and aquaculture industries.
$Alphabet(GOOG)$ The stack of sell orders still looks pretty thick. It seems like the market makers are trying to work through it gradually. Even with the overall index showing a lot of green, I'm hoping GOOG doesn't give back too much ground.