It feels like the AI revenue inflection might be closer than what the market is currently pricing in. The next phase of the AI infrastructure buildout seems to be approaching. $IREN Ltd(IREN)$ ’s Horizon 1, which is the first stage of its 200 MW Horizon 1–4 rollout, is expected to be delivered to $Microsoft(MSFT)$ around July 19. The potential impact could be significant. Horizon 1 alone is estimated to contribute $120M-$130M in quarterly revenue. The full Horizon 1–4 rollout could reach approximately $500M in quarterly revenue potential by Q4 2026 as additional capacity comes online. The market often focuses on today's numbers, but it's worth considering the revenue ramp that hasn't fully mate
$Alphabet(GOOG)$ Berkshire Hathaway has made a long-term investment in Google, which is now in their top holdings. They invest in winners, and Google is not only a winner now but will be for years to come. It's not just a search company. It's a compute company, a quantum computing company, an AI company. I'm holding my shares; I think it has a long way to go and could break out of the pack.
This is a fifteen-year compounding snapshot that shows what's really happening beyond the price action. Back then: • The stock was around $47 • Revenue was $22.96B • Free cash flow was $10.55B • EPS was $0.85 Today: • The stock is around $390 • Revenue is $281.72B • Free cash flow is $71.61B • EPS is $13.64 The chart goes up and down, traders get nervous, headlines change, but the underlying business has just kept scaling through each cycle. To me, this is what real compounding looks like: volatility in the share price, but exponential growth in the fundamentals. Over time, $Microsoft(MSFT)$ feels less like a trade and more like a machine that turns innovation into cash flow.
$Alphabet(GOOG)$ A merger with SentinelOne could shift Google Chronicle from its current role as a high-speed data analytics tool into a more comprehensive, autonomous XDR platform.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Morgan Stanley raised its price target on Alphabet to $415 from $375 and kept an Overweight rating. The note mentions that Alphabet shares have fallen 10% over the past month, but argues fundamentals and visibility into 2027 and 2028 are improving, creating a tactical buying opportunity for one of the best-positioned AI companies. They see Alphabet adding 9 GW of compute capacity in 2028 and selling 4 GW of TPU on a first-party basis, and now project over $300 billion in revenue and $19 in EPS for 2028.
This list includes some of the most dominant companies across the AI value chain. $Broadcom(AVGO)$ is benefiting from explosive demand for AI networking and custom silicon. $ASML Holding NV(ASML)$ holds a near-monopoly on EUV lithography, making it indispensable for advanced chips. $Microsoft(MSFT)$ continues to expand its AI moat through Azure and the OpenAI ecosystem. $Meta Platforms, Inc.(META)$ is using AI to improve ad efficiency and engagement, while $Alphabet(GOOG)$ remains deeply positioned across search, cloud, and AI models. The biggest op
$Microsoft(MSFT)$ Now might be a good opportunity to buy Microsoft. Looking back, this feels more like sector rotation. Meta was down huge before, then recovered significantly. Google also experienced a deep drop and has now rebounded strongly. Now Microsoft is down a lot, and you can probably guess what comes next... History tends to repeat itself, even though people keep denying it—just like wars never truly end, they keep happening.