To The Moon

This joint venture between Google and Blackstone is a brilliant, highly defensive move for Google, and an aggressive land grab for Blackstone. Looking past the massive headline numbers, this deal changes the playing field for AI infrastructure in three critical ways: 1. The Weaponization of the TPU (Challenging Nvidia) Up until now, if an AI developer wanted to use Google’s highly efficient Tensor Processing Units (TPUs) to train a large model, they had to build their stack inside Google Cloud Platform (GCP). By unlocking TPUs for a third-party "neocloud" venture, Google is essentially treating its custom silicon as a standalone commercial product. This provides a massive pressure valve for the industry's severe Nvidia GPU shortage. TPUs are famously cost-efficient for AI inference and tra

My View: Google is no longer “just” an AI model company — it’s becoming a full-stack AI infrastructure platform The combination of: 1. aggressive consumer AI rollout at Google I/O, and 2. the new Blackstone + Google $5B AI infrastructure venture …tells me the market is underestimating how serious Google is about monetizing AI beyond ads. The key shift: • 2023–2024 = “Who has the best model?” • 2025–2026 = “Who owns the compute + distribution + enterprise rails?” Google may now be the only player with: • Search distribution, • Android ecosystem, • Gemini models, • TPUs, • hyperscale cloud, • and now institutional capital backing AI compute expansion. ─── 3 Takeaways 1) Google is moving from AI products → AI utility infrastructure The Blackstone deal matters more than people think. Blackston

This does look like “sell the news” on the surface, but the underlying issue is deeper. The market is not questioning AI demand. It is questioning AI economics and capital intensity. When Alphabet announces it is being “rebuilt for AI”, investors hear two things: Long-term dominance potential Near-term margin dilution and heavier capex cycles The joint structure with Blackstone reinforces that concern. It signals: Data centre buildout is too capital-intensive to fully internalise Returns may be shared, delayed, or structurally lower than expected So the decline is not just profit-taking. It is a repricing from narrative to ROI discipline. On whether AI is already priced in: Partially, yes. The market had already priced: Gemini scaling Search + AI monetisation Cloud acceleration What is not

🌟🌟🌟Google I/O 2026 showcase the latest technological advances of $Alphabet(GOOG)$ and reinforces my strong conviction of why I invest in this amazing tech giant. From Gemini Spark, TPU 8i to Android XR intelligent eyewear, Google is the heart of the AI revolution. Wall Street Analysts have given Google a Strong Buy with the consensus price target at USD 431.12 vs the last closing price of USD 384.90. So if you have not invested in Google yet, it is time to buy!  @Tiger_comments @TigerStars @Tiger_SG

$GOOG 20270617 270.0 CALL$  

$Alphabet(GOOG)$  

$Alphabet(GOOG)$ Highest profit 

$ProShares UltraPro QQQ(TQQQ)$  AI的連鎖效應將加快TQQQ上升步伐 世間沒有無緣無故的愛，亦沒有莫名其妙的恨. AI一方面為大眾帶來娛樂與生活便利，與此同時亦帶來莫大威脅，甚至直接搶走人類飯碗。倘若不幸成為被 AI 取代的受害者，就不得不急急另覓出路；就算暫時幸運倖存、未被裁員，亦必須加快步伐裝備自己，不斷進修自我增值。將來一旦有什麼冬瓜豆腐，都可以有一技傍身、自保不失。這並非危言聳聽，而是此刻正在發生的真實事件。 正正因為AI滲透力極強、影響層面極廣，大家都見到，近來儲存晶片相關廠商股價漲勢不停，背後全由AI人工智能帶動。不知不覺間，AI發展早已滲透地球每一個角落，大眾日常的吃喝玩樂、生活起居，無一不與AI息息相關，AI儼然已成為社會生活不可或缺的一部分。 隨著AI發展速度遠超市場想像，相關儲存類產品持續出現供不應求的局面。企業老闆賺得盆滿缽滿之餘，心底亦不免暗自慨嘆：早知市場需求如此龐大，當初就應該提早擴產，方能賺得更多。經歷今次供需失衡的教訓，**美光、希捷、西部数据**等各大廠商紛紛啟動產能擴張計劃，全力追趕市場需求。 而人工智能牽動的產業，又豈止儲存板塊。作為AI運作「大腦」的半導體晶片行業，同樣迎來格局重組與顛覆。**納指100成分股中，AI晶片龍頭輩出：輝達(NVDA)一馬當先， AMD緊追其後，博通(AVGO)坐擁高速互連晶片，英特爾(INTC)重整陣地，應用材料(AMAT)、拉姆研究(LRCX)、科磊(KLAC)、阿斯麦(ASML)把持設備要衝**，整條鏈條無一不在AI浪潮下全速運轉。過往那種幾年繁榮、幾年低迷的傳統行業週期，已逐漸失去參考意義。皆因全球AI應用全面落地、全民AI時代來臨，產業鏈24小時不停運轉，市場格局瞬息萬變

$Alphabet(GOOG)$  Trumponomics in action. To me, he'll always be linked to the AI boom and this red-hot stock market. Onward.

$GOOG 20260529 400.0 CALL$ 

This joint venture between Google and Blackstone is a brilliant, highly defensive move for Google, and an aggressive land grab for Blackstone. Looking past the massive headline numbers, this deal changes the playing field for AI infrastructure in three critical ways: 1. The Weaponization of the TPU (Challenging Nvidia) Up until now, if an AI developer wanted to use Google’s highly efficient Tensor Processing Units (TPUs) to train a large model, they had to build their stack inside Google Cloud Platform (GCP). By unlocking TPUs for a third-party "neocloud" venture, Google is essentially treating its custom silicon as a standalone commercial product. This provides a massive pressure valve for the industry's severe Nvidia GPU shortage. TPUs are famously cost-efficient for AI inference and tra

My View: Google is no longer “just” an AI model company — it’s becoming a full-stack AI infrastructure platform The combination of: 1. aggressive consumer AI rollout at Google I/O, and 2. the new Blackstone + Google $5B AI infrastructure venture …tells me the market is underestimating how serious Google is about monetizing AI beyond ads. The key shift: • 2023–2024 = “Who has the best model?” • 2025–2026 = “Who owns the compute + distribution + enterprise rails?” Google may now be the only player with: • Search distribution, • Android ecosystem, • Gemini models, • TPUs, • hyperscale cloud, • and now institutional capital backing AI compute expansion. ─── 3 Takeaways 1) Google is moving from AI products → AI utility infrastructure The Blackstone deal matters more than people think. Blackston

This does look like “sell the news” on the surface, but the underlying issue is deeper. The market is not questioning AI demand. It is questioning AI economics and capital intensity. When Alphabet announces it is being “rebuilt for AI”, investors hear two things: Long-term dominance potential Near-term margin dilution and heavier capex cycles The joint structure with Blackstone reinforces that concern. It signals: Data centre buildout is too capital-intensive to fully internalise Returns may be shared, delayed, or structurally lower than expected So the decline is not just profit-taking. It is a repricing from narrative to ROI discipline. On whether AI is already priced in: Partially, yes. The market had already priced: Gemini scaling Search + AI monetisation Cloud acceleration What is not

$ProShares UltraPro QQQ(TQQQ)$  AI的連鎖效應將加快TQQQ上升步伐 世間沒有無緣無故的愛，亦沒有莫名其妙的恨. AI一方面為大眾帶來娛樂與生活便利，與此同時亦帶來莫大威脅，甚至直接搶走人類飯碗。倘若不幸成為被 AI 取代的受害者，就不得不急急另覓出路；就算暫時幸運倖存、未被裁員，亦必須加快步伐裝備自己，不斷進修自我增值。將來一旦有什麼冬瓜豆腐，都可以有一技傍身、自保不失。這並非危言聳聽，而是此刻正在發生的真實事件。 正正因為AI滲透力極強、影響層面極廣，大家都見到，近來儲存晶片相關廠商股價漲勢不停，背後全由AI人工智能帶動。不知不覺間，AI發展早已滲透地球每一個角落，大眾日常的吃喝玩樂、生活起居，無一不與AI息息相關，AI儼然已成為社會生活不可或缺的一部分。 隨著AI發展速度遠超市場想像，相關儲存類產品持續出現供不應求的局面。企業老闆賺得盆滿缽滿之餘，心底亦不免暗自慨嘆：早知市場需求如此龐大，當初就應該提早擴產，方能賺得更多。經歷今次供需失衡的教訓，**美光、希捷、西部数据**等各大廠商紛紛啟動產能擴張計劃，全力追趕市場需求。 而人工智能牽動的產業，又豈止儲存板塊。作為AI運作「大腦」的半導體晶片行業，同樣迎來格局重組與顛覆。**納指100成分股中，AI晶片龍頭輩出：輝達(NVDA)一馬當先， AMD緊追其後，博通(AVGO)坐擁高速互連晶片，英特爾(INTC)重整陣地，應用材料(AMAT)、拉姆研究(LRCX)、科磊(KLAC)、阿斯麦(ASML)把持設備要衝**，整條鏈條無一不在AI浪潮下全速運轉。過往那種幾年繁榮、幾年低迷的傳統行業週期，已逐漸失去參考意義。皆因全球AI應用全面落地、全民AI時代來臨，產業鏈24小時不停運轉，市場格局瞬息萬變

🌟🌟🌟Google I/O 2026 showcase the latest technological advances of $Alphabet(GOOG)$ and reinforces my strong conviction of why I invest in this amazing tech giant. From Gemini Spark, TPU 8i to Android XR intelligent eyewear, Google is the heart of the AI revolution. Wall Street Analysts have given Google a Strong Buy with the consensus price target at USD 431.12 vs the last closing price of USD 384.90. So if you have not invested in Google yet, it is time to buy!  @Tiger_comments @TigerStars @Tiger_SG

$GOOG 20270617 270.0 CALL$  

$Alphabet(GOOG)$  

$Alphabet(GOOG)$ Highest profit 

$Alphabet(GOOG)$  Trumponomics in action. To me, he'll always be linked to the AI boom and this red-hot stock market. Onward.

$GOOG 20260529 400.0 CALL$