To The Moon

$Alphabet(GOOGL)$ Spending is aggressive, but the business is still getting stronger. Alphabet just raised its 2026 capex guidance to $195B–$205B. Q2 revenue grew 24%, Cloud surged 82%, and operating margin expanded to 34%. ROIC is being pressured by the massive buildout, but ROE and ROA are climbing fast. Google isn't spending to save a struggling business — it's reinvesting into exploding AI and Cloud demand. Bullish GOOG.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ 400Looking ahead, the more capex the better. I hope they double capex again. Investment into AI is the best move they can make. With a future P/E of 22.5, that's pretty remarkable for the world's top AI and tech company. It almost feels like getting free stock.

$Alphabet(GOOG)$ Seems like a great opportunity to add more. Hard to resist Google at these discounted prices.

Taking the other side of what looks like an uninformed sell-off here. Adding to $Alphabet(GOOG)$  and AMZN.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ This chart is a good illustration. People often struggle to visualize exponential growth because, in everyday life, there aren't many tangible things that grow at that rate. This feels like one of those rare cases. Looking at the last four quarters, the chart shows the exponent starting to form. From where I stand, it still feels early.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ The market's already priced in a strong report. I don't expect a major move in either direction from here—any dip will likely be bought, and any pop will probably be faded. Nothing from the upcoming announcement is likely to change the core investment thesis. It's a clear leader in AI and should continue to perform well for the foreseeable future.

$Alphabet(GOOG)$ Alphabet (GOOG) is set to report its Q2 2026 earnings on July 22, 2026.

Looking ahead to 2028, investors who stayed focused on long-term growth in AI and software might see a different picture. $Microsoft(MSFT)$  trading at $700 $Palantir Technologies Inc.(PLTR)$  trading at $400 $Oracle(ORCL)$  trading at $350 $ServiceNow(NOW)$  trading at $300 The question is straightforward. Back when many were calling these stocks 'dead money,' did you see it as an opportunity to buy, or did you wait for a confirmed breakout?

$Alphabet(GOOG)$ The upcoming earnings numbers look very strong. That's a key reason why Google needs more of everything. Global demand represents a massive volume that the company likely won't be able to fully meet for the next five years.

Microsoft $Microsoft(MSFT)$  is a stock worth considering. - Forward P/E: 20.7x - Historical average P/E: 29.1x - Revenue growth YoY: 18% - YTD return: -18.45% It's a rare setup with strong fundamentals, AI exposure, and a valuation below its historical average. With Azure, Copilot, and enterprise AI adoption still expanding, the market might be underestimating Microsoft's next growth phase. The question is whether this pullback becomes an opportunity.