$Alphabet(GOOGL)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ Oppenheimer sees big TPU revenue upside for Alphabet after their deep-dive analysis. They are keeping an Outperform rating on Alphabet and significantly raising GCP estimates after digging into the TPU outlook. Their AI survey also points to Alphabet holding the lead with consumers. The firm is forecasting 6.6GW of TPU sales, or about $170B cumulative incremental TPU sales through 2028, which isn't in Street estimates. The new estimates point to 15%/30% upside to Street GCP revenue and 4%/18% upside to consolidated EPS in 2027/2028, assuming very conser
$Alphabet(GOOG)$ Morgan Stanley sees GCP revenue hitting $308 billion in 2028. If that plays out, GCP alone would justify the current share price. Plenty of shortsighted sellers seem to be dumping what looks like an obvious winner.
$Alphabet(GOOG)$ GCP CEO Kurian said at GS that their payback period on AI servers is under 2 years, and on their own silicon it's half that. He also noted that the majority of infra contracts are 5-year committed contracts. That suggests $Alphabet(GOOGL)$ is earning around $20B per GW on TPU servers, which cost about half of a GPU server.
$Netlist, Inc.(NLST)$ The ITC filing adds real pressure here. Netlist filed a fresh action at the U.S. International Trade Commission seeking import bans on Micron's DDR5 and MRDIMM hardware, along with system builders like HPE, Lenovo, and Supermicro. That compresses Micron's timeline to hold out pretty heavily, since ITC cases typically move on an expedited track to trial within roughly a year and pose a direct threat to hardware supply chains. The Samsung settlement and cross-license established a real-world baseline valuation for these server memory patents, which makes it much harder for Micron to claim zero liability indefinitely once import pressures mount. Companies currently infringing on our tech/patents:
$Alphabet(GOOG)$ People were talking about the November earnings report. By then this could be around $250, and whatever gains show up before that might not mean much. The market sets the price, and this one is really disliked right now.
$SUPER MICRO COMPUTER INC(SMCI)$ The market is still sleeping on this one, in my view. Supermicro sits at the center of the AI infrastructure buildout, with exposure to some of the biggest names in compute — NVDA, AMD, MSFT, xAI, CSCO, and more. The bull case is getting harder to ignore: explosive AI infrastructure demand, massive revenue scale, deep hyperscaler and AI ecosystem relationships, liquid-cooling leadership for next-gen racks, the FY2026 10-K now filed and removing another major overhang, and a valuation that still looks discounted versus what the growth opportunity could justify. The bears keep trading the headlines. I'm watching the business. If SMCI keeps executing and Wall Street eventually gives it a valuation closer to other
$Alphabet(GOOG)$ I especially like the part where they're sitting on a mountain of cash. Waymo isn't even mentioned, and they're doing well in Santa Monica, just testing in San Diego. Market leader.
$SAP SE(SAP)$ SAP insiders have been buying aggressively into the weakness, which I see as a strong confidence signal. Thomas Saueressig bought 1,500 shares at €178.30 on Aug. 26 for about €267,450. Gina Vargiu-Breuer purchased 1,700 shares at €179.15 on Aug. 12 for roughly €304,551. Before that, Dominik Asam reported a purchase on July 27, and CEO Christian Klein bought 2,435 shares at €133.56 on July 24. SAP's own investor-relations page confirms all four transactions as purchases. To me, this is notable because several senior executives are putting their own money into SAP shares while the stock still trades well below its previous highs. Insider buying never guarantees rising prices, but a cluster of purchases within a short period can be