To The Moon

$IVZ MSCI KUWAIT(MKUW.UK)$   KPC Forced to Slash Crude Output As exports ceased due to the US military blockade of the Strait of Hormuz, Kuwait’s storage facilities reached maximum capacity within weeks. Kuwait Petroleum Corporation (KPC) was forced to drastically cut crude output, adding to previously instated oil and gas curbs from Iraq and Qatar, as the war against Iran has blocked shipments from the Middle East. Iran faced similar technical pressures, cutting its own production as the storage tanks hit the “red zone” due to the US Navy blockade of Hormuz, the world’s most important oil artery that accounts for 20 per cent of global oil and LNG supply. According to the Baker Institute, the “Losing Hormuz”

I'll think that Google is going to breakout above $400 within this year, given the current successful AI investment that is widely used already.  As a user,  I love Gemini, I love Google-ing.  I am also paying for it's cloud service too.  Who is not a Google user, thumbs up here. Lol!  Plus, the shares they hv in Space stock... yes! 

I’m still buzzing from seeing Alphabet’s stock price jump 10% in a single day! It’s wild to think that Google is now sitting at a $4.6 trillion market cap after their cloud revenue and AI search features absolutely crushed expectations. As a new investor, it’s hard not to wonder if they can actually push past that $5 trillion milestone before the year ends. They only need about another 10% gain to get there, and with Waymo finally scaling and $127 billion in cash sitting on their balance sheet, it feels like they have plenty of fuel left in the tank. I’m definitely keeping a close eye on that $401 price target, though I'm curious if the current antitrust headlines will slow them down. ​What do you think—is it too late to jump in, or is $5 trillion just the beginning?

The USD 5 Trillion Dream: Alphabet's AI Coronation  🌟🌟🌟Following a breathtaking Q1 2026 earnings report, $Alphabet(GOOGL)$  $Alphabet(GOOG)$  market cap shot past USD 4.6 trillion this week, nearly tripling its value in just 2 years. This isn't just a rally.  It is a structural re-rating.  Analysts now believe hitting a USD 5 Trillion market cap in 2026 is no longer a bull case day dream.  It is a matter of when, not why. Google's Super Earnings Receipts  Google didn't just beat estimates.  It changed the narrative from AI potential to AI utility. Top Line Surge: Revenue reached USD 109.9 billion, a 22%

Alphabet Inc. just delivered the kind of quarter that changes narrative, not merely numbers. My view: Why the market re-rated GOOG 1. Cloud acceleration is real Google Cloud grew 63% to ~US$20B, materially ahead of expectations, while backlog surged past US$460B. That signals demand visibility, not a one-quarter spike.  2. Gemini is monetising meaningfully Management highlighted 40% QoQ growth in Gemini Enterprise paid MAUs, and enterprise AI solutions are now Cloud’s primary growth driver. This is important because AI is shifting from cost centre to revenue engine.  3. Search remains a fortress Search revenue still grew 19%, easing fears that AI chat products would cannibalise Google’s core cash machine. That combination, legacy cash flow + new AI monetisation, is powerful. 

Alphabet (GOOGL): The standout winner today, surging +9.96% 2. The strong move is likely driven by positive sentiment from news about its Google Cloud launching a $750M fund to drive AI adoption2, a key differentiating catalyst. It broke above its resistance level of $350.71, showing strong buying pressure. Tesla (TSLA): Showing resilience with a +2.37% gain. While not at the same level as GOOGL, TSLA is defying the broader tech weakness seen in names like META and NVDA. Its amplitude (4.45%) suggests high volatility and active trading, distinguishing it from steadier names. ⚖️ Moderately Positive / Neutral: Amazon (AMZN): Edged slightly higher by +0.77% . AMZN's move is a modest gain against a mixed backdrop. It's a more defensive holding within tech today. Apple (AAPL): Also slightly up

Great summary of Big Tech earnings by my friend Tiger Capital Research. $Alphabet(GOOG)$  $Amazon.com(AMZN)$  

Google is a long term winner! It has adapted well with Gemini becoming a great tool which is mostly free vs others like Chatgpt charging after a few questions. Plus w gemini now integrated with other google tools such as google ai search, google is keeping its hold on the search and advertising business. And to top it all Google TPU chips are game changer for agentuc AI!

Alphabet’s beat looks more fundamental than sentiment driven to me. Cloud strength matters, but the bigger signal is that Google is starting to show AI can support both growth and monetisation at scale.  My read: the rally makes sense,  but the path to a $5T narrative depends on whether this becomes sustained margin-accretive execution, not just one strong quarter.$Alphabet(GOOGL)$  

$GOOGL 20260529 330.0 PUT$ 2 day jump 75%

GOOG’s beat looks more fundamental than sentiment-driven. Why: • Strong Google Cloud growth suggests enterprise AI spend is converting into real revenue, not just capex promises. • Search ads holding firm means Gemini is likely enhancing monetisation rather than cannibalising core search. • The sharp divergence versus Meta shows markets are rewarding visible AI ROI, not AI spending alone. Can Google hit US$5T? Yes, but execution matters. That requires sustained Cloud acceleration, Gemini enterprise adoption, and defending search economics against AI-native rivals. My view: US$4T is achievable first, US$5T is possible if Gemini becomes a durable earnings engine rather than a feature showcase.

$Coinbase Global, Inc.(COIN)$   $Strategy(MSTR)$   The Federal Reserve will make its latest interest-rate decision later in the day and is expected to hold rates. It's also likely to be Chair Jerome Powell's final press conference in charge. Then four of the biggest U.S. tech companies will report earnings after the close -- Amazon, Alphabet, Microsoft and Meta Platforms. Big tech earnings and Fed commentary both have the potential to lift cryptocurrencies out of their recent limbo. Bitcoin has failed to break above the $80,000 level on several occasions in recent weeks, despite getting very close. Bitcoin was trading at $77,049 early

Go go go go go go go google!

Google at All-Time Highs: Will Earnings Fuel the Run to $400, or Trigger a Brutal Sell-the-News? Alphabet ($GOOG) just closed near a fresh all-time high of $348, riding massive momentum following the reveal of its 8th-generation TPU lineup (TPU 8t and 8i) at Google Cloud Next last week. The market is currently fully pricing in Google’s aggressive evolution from a search giant into an "Agentic AI" infrastructure powerhouse. But with the stock trading at record levels and expectations sky-high heading into the earnings print, the real question for active traders is whether this fundamental momentum can sustain a breakout toward $400, or if we are walking blindly into a classic sell-the-news trap. 1️⃣ Why the Market Reacted So Violently to TPU 8 The recent rally isn't just retail hype; it rep

Google reaching new highs says a lot about how much confidence the market has in the business right now. But at these levels, the question changes. It is no longer just about whether Google is strong. It is about whether earnings can keep outperforming what investors have already priced in. For me, the things that matter most are: - Advertising  resilience - Cloud momentum - AI monetisation - Also whether management can keep proving that growth and discipline can coexist My view: Google can still be a high-quality long-term name, but the higher the stock goes, the less room there is for even small disappointments.

Alphabet at $400 this year is plausible, but earnings must validate three things: 1. Cloud acceleration: If Google Cloud sustains ~high-30s to 40%+ growth, the market will reward it with a higher multiple. 2. TPU monetisation: TPU 8t/8i is strategically strong. Google is now attacking both training + inference, with better performance-per-dollar and lower latency, directly strengthening its AI moat.  3. Ad resilience: Core Search margins still fund everything. If AI Overviews lift engagement without hurting monetisation, upside remains open. My view: Base case: $360 to $390. Bull case: breaks $400. Risk is classic sell-the-news, especially after a fresh ATH, if Cloud growth merely meets expectations. Still, among mega caps, Google may have one of the cleanest AI full-stack stories: ch

$Alphabet(GOOGL)$  is set to report its fiscal Q1 2026 earnings on Wednesday, April 29, 2026, after the market closes. The stock has been riding a strong wave of momentum, up roughly 18% in the last 30 days, which sets a high bar for the release. Q1 2026 Earnings Expectations Wall Street is looking for strong revenue growth offset by heavy investment in AI infrastructure. Consensus Revenue: ~$106.9 billion (approx. +18.5% YoY) Consensus EPS: ~$2.62 – $2.68 (down from $2.81 last year) Implied Volatility: The options market is pricing in an expected move of approximately ±5.26% (or ~$18.00) for the expiration following the earnings report. Key Metrics to Watch 1. Google Cloud Growth & Backlog Investors are hyper-f

$GOOG 20260515 300.0 PUT$ will google continuous grow with AI theme ?

$Alphabet(GOOG)$ just punched a fresh all-time high, fueled by the blockbuster reveal of its eighth-generation Tensor Processing Unit at Google Cloud Next. This isn’t just incremental hardware — it’s Google aggressively asserting itself as a true frontrunner in the AI infrastructure arms race, with TPUs now positioned as a credible, power-efficient alternative to NVIDIA’s dominance. The market is clearly pricing in a stronger cloud story and deeper vertical integration. But with the stock already at record territory, the big question looms: will this week’s earnings keep the fireworks going, or will we see classic sell-the-news profit-taking? 😱 What’s Driving the TPU-Fueled Breakout Eighth-Gen TPU Launch: Major leap in performance and efficiency,

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$Alphabet(GOOG)$ just punched a fresh all-time high, fueled by the blockbuster reveal of its eighth-generation Tensor Processing Unit at Google Cloud Next. This isn’t just incremental hardware — it’s Google aggressively asserting itself as a true frontrunner in the AI infrastructure arms race, with TPUs now positioned as a credible, power-efficient alternative to NVIDIA’s dominance. The market is clearly pricing in a stronger cloud story and deeper vertical integration. But with the stock already at record territory, the big question looms: will this week’s earnings keep the fireworks going, or will we see classic sell-the-news profit-taking? 😱 What’s Driving the TPU-Fueled Breakout Eighth-Gen TPU Launch: Major leap in performance and efficiency,

The USD 5 Trillion Dream: Alphabet's AI Coronation  🌟🌟🌟Following a breathtaking Q1 2026 earnings report, $Alphabet(GOOGL)$  $Alphabet(GOOG)$  market cap shot past USD 4.6 trillion this week, nearly tripling its value in just 2 years. This isn't just a rally.  It is a structural re-rating.  Analysts now believe hitting a USD 5 Trillion market cap in 2026 is no longer a bull case day dream.  It is a matter of when, not why. Google's Super Earnings Receipts  Google didn't just beat estimates.  It changed the narrative from AI potential to AI utility. Top Line Surge: Revenue reached USD 109.9 billion, a 22%

Google at All-Time Highs: Will Earnings Fuel the Run to $400, or Trigger a Brutal Sell-the-News? Alphabet ($GOOG) just closed near a fresh all-time high of $348, riding massive momentum following the reveal of its 8th-generation TPU lineup (TPU 8t and 8i) at Google Cloud Next last week. The market is currently fully pricing in Google’s aggressive evolution from a search giant into an "Agentic AI" infrastructure powerhouse. But with the stock trading at record levels and expectations sky-high heading into the earnings print, the real question for active traders is whether this fundamental momentum can sustain a breakout toward $400, or if we are walking blindly into a classic sell-the-news trap. 1️⃣ Why the Market Reacted So Violently to TPU 8 The recent rally isn't just retail hype; it rep

GOOGL’s Two-Front War: Will the TPU 8 Split Finally Dethrone Nvidia and OpenAI? Google just drew a massive line in the silicon sand at Cloud Next 2026. By launching the 8th-gen TPU with a hard architectural split—the TPU 8t for heavy-duty training and the TPU 8i dedicated purely to inference—Google Cloud is aggressively attacking the most expensive bottlenecks in AI. Paired with a massive "Gemini Enterprise" rollout focused on AI agents, the narrative is suddenly shifting. The market is now forced into a high-stakes debate: is Google finally executing a masterstroke to undercut Nvidia on compute costs and rival OpenAI in the enterprise, or is this just another incredibly expensive game of catch-up? Let’s break down the implications for GOOGL’s valuation and the broader AI trade. 1️⃣ The "8

Alphabet (GOOGL): The standout winner today, surging +9.96% 2. The strong move is likely driven by positive sentiment from news about its Google Cloud launching a $750M fund to drive AI adoption2, a key differentiating catalyst. It broke above its resistance level of $350.71, showing strong buying pressure. Tesla (TSLA): Showing resilience with a +2.37% gain. While not at the same level as GOOGL, TSLA is defying the broader tech weakness seen in names like META and NVDA. Its amplitude (4.45%) suggests high volatility and active trading, distinguishing it from steadier names. ⚖️ Moderately Positive / Neutral: Amazon (AMZN): Edged slightly higher by +0.77% . AMZN's move is a modest gain against a mixed backdrop. It's a more defensive holding within tech today. Apple (AAPL): Also slightly up

$Alphabet(GOOGL)$  is set to report its fiscal Q1 2026 earnings on Wednesday, April 29, 2026, after the market closes. The stock has been riding a strong wave of momentum, up roughly 18% in the last 30 days, which sets a high bar for the release. Q1 2026 Earnings Expectations Wall Street is looking for strong revenue growth offset by heavy investment in AI infrastructure. Consensus Revenue: ~$106.9 billion (approx. +18.5% YoY) Consensus EPS: ~$2.62 – $2.68 (down from $2.81 last year) Implied Volatility: The options market is pricing in an expected move of approximately ±5.26% (or ~$18.00) for the expiration following the earnings report. Key Metrics to Watch 1. Google Cloud Growth & Backlog Investors are hyper-f

$IVZ MSCI KUWAIT(MKUW.UK)$   KPC Forced to Slash Crude Output As exports ceased due to the US military blockade of the Strait of Hormuz, Kuwait’s storage facilities reached maximum capacity within weeks. Kuwait Petroleum Corporation (KPC) was forced to drastically cut crude output, adding to previously instated oil and gas curbs from Iraq and Qatar, as the war against Iran has blocked shipments from the Middle East. Iran faced similar technical pressures, cutting its own production as the storage tanks hit the “red zone” due to the US Navy blockade of Hormuz, the world’s most important oil artery that accounts for 20 per cent of global oil and LNG supply. According to the Baker Institute, the “Losing Hormuz”

Google and Gitlab Deal - Why It Is Such A Big Deal  🌟🌟🌟The air is thick with anticipation as we head into earnings season.  Google $Alphabet(GOOG)$  $Alphabet(GOOGL)$  is eye balling a massive acquisition of $GitLab, Inc.(GTLB)$  .  It is the kind of move that makes your heart race - a collision of the world's search giant and the backbone of the developer world. The Gitlab and Google collaboration is a massive power play for Cloud and AI supremacy, moving far beyond simple storage into the realm of "intelligent orchestration". What Does Git

1. Retail investors are rewriting their own story Over the past year, U.S. retail investors have followed a virtually unchanging rule of thumb: buy on dips. However, the latest Retail Radar report released by JPMorgan on April 8 reveals a fundamental shift—retail investors have switched from a "buy on dips" strategy to a defensive stance of "sell on rallies and wait on dips". This is not a one-day anomaly, but a new behavioral pattern that has solidified over the past month. On a "bullish" trading day when oil prices recorded their largest single-day drop since 2020 and the VIX fell below 20, retail capital inflows not only failed to increase but remained at extremely low levels throughout the day—overall activity was at just the 1.2th percentile of the past year. A group that once reflexi

$Broadcom(AVGO)$ $Alphabet(GOOG)$ Broadcom just exploded higher after locking in multi-year TPU procurement agreements with Google and Anthropic, supercharging long-term AI chip revenue visibility and giving investors a clear runway for sustained growth in custom silicon. Alphabet followed suit with a solid 3.56% pop to $314.74, riding the broader market rebound while its previously announced TPU supply pact with Broadcom reinforces its AI infrastructure dominance and Cloud strategy edge. This convergence of deals isn't just headline noise — it's a signal that hyperscalers are doubling down on in-house acceleration to cut costs 30% and slash latency for massive model training, potentially unlocking billio

19 stocks I like most into April weakness. 99% chance $SPDR S&P 500 ETF Trust(SPY)$ bottomed BEFORE US-IRAN war ends. So these are undervalued: 1. $Coinbase Global, Inc.(COIN)$ $429.54 → ~$160 (-63%) Buy: $140–170 Crypto beta + institutional adoption rising 2. $Robinhood(HOOD)$ $153.86 → ~$75 (-51%) Buy: $65–85 Retail trading + crypto cycle leverage 3. $SoFi Technologies Inc.(SOFI)$ $32.73 → ~$14.93 (-55%) Buy: $13-$15 Fintech scale + profitability inflection 4. $SanDisk Corp.(SNDK)$ $777 → ~$650 (-16%) Buy: $600–650 AI storage demand + pricing power 5.

This is the first time Google is clearly trying to close the loop across the entire AI stack. The key shift is not just “better chips” or “better models”, but alignment between training → inference → enterprise workflows (agents). --- 1) What Google actually changed (and why it matters) Split TPU into TPU 8t (training) + TPU 8i (inference) → mirrors how AI demand is evolving (training ≠ deployment anymore)  Big focus on inference efficiency (cost + latency) → critical because real-world AI = mostly inference, not training Launch of Gemini Enterprise (agent platform) → not just chat, but AI agents that execute workflows  Early enterprise traction (e.g. Home Depot, PepsiCo, eBay) → signals real GTM push, not just demos  👉 In short: Google is moving from “model company” → full-

Alphabet Inc. just delivered the kind of quarter that changes narrative, not merely numbers. My view: Why the market re-rated GOOG 1. Cloud acceleration is real Google Cloud grew 63% to ~US$20B, materially ahead of expectations, while backlog surged past US$460B. That signals demand visibility, not a one-quarter spike.  2. Gemini is monetising meaningfully Management highlighted 40% QoQ growth in Gemini Enterprise paid MAUs, and enterprise AI solutions are now Cloud’s primary growth driver. This is important because AI is shifting from cost centre to revenue engine.  3. Search remains a fortress Search revenue still grew 19%, easing fears that AI chat products would cannibalise Google’s core cash machine. That combination, legacy cash flow + new AI monetisation, is powerful. 

It is understandable to feel some "tech fatigue" right now. Seeing the market leaders—the engines that drove 2025 — suddenly stalling while geopolitical headlines dominate the ticker is enough to make any investor second-guess their thesis. However, based on current market behavior in early April 2026, we are not necessarily looking at a "tech winter" so much as a tech recalibration. Here is the breakdown of how the Mag 7 trend is likely to play out through the end of Q2 and what it means for your portfolio. The Geopolitical "Tax": Iran and the Strait of Hormuz The volatility you’re seeing is largely a "geopolitical premium" being priced in. The Energy Link: With the conflict in Iran threatening the Strait of Hormuz, energy prices are spiking. For the Mag 7, this is not just about fuel — i

$Broadcom(AVGO)$’s success in securing the Google TPU (Tensor Processing Unit) v7 deal certainly shifts the competitive landscape, but it doesn't signal an immediate "loss" for $NVIDIA(NVDA)$. Instead, it defines a clear split in the market: Custom ASICs (Application-Specific Integrated Circuits) for efficiency versus General-Purpose GPUs for cutting-edge performance. As of early 2026, here is how the competition is playing out between Broadcom-backed custom silicon and Nvidia's ecosystem. 1. The Broadcom Threat: Cost and Inference Efficiency Broadcom is helping "Hyperscalers" ( $Alphabet(GOOGL)$ Google, $Meta Platforms, In

$Coinbase Global, Inc.(COIN)$   $Strategy(MSTR)$   The Federal Reserve will make its latest interest-rate decision later in the day and is expected to hold rates. It's also likely to be Chair Jerome Powell's final press conference in charge. Then four of the biggest U.S. tech companies will report earnings after the close -- Amazon, Alphabet, Microsoft and Meta Platforms. Big tech earnings and Fed commentary both have the potential to lift cryptocurrencies out of their recent limbo. Bitcoin has failed to break above the $80,000 level on several occasions in recent weeks, despite getting very close. Bitcoin was trading at $77,049 early

I’m still buzzing from seeing Alphabet’s stock price jump 10% in a single day! It’s wild to think that Google is now sitting at a $4.6 trillion market cap after their cloud revenue and AI search features absolutely crushed expectations. As a new investor, it’s hard not to wonder if they can actually push past that $5 trillion milestone before the year ends. They only need about another 10% gain to get there, and with Waymo finally scaling and $127 billion in cash sitting on their balance sheet, it feels like they have plenty of fuel left in the tank. I’m definitely keeping a close eye on that $401 price target, though I'm curious if the current antitrust headlines will slow them down. ​What do you think—is it too late to jump in, or is $5 trillion just the beginning?

GOOG’s beat looks more fundamental than sentiment-driven. Why: • Strong Google Cloud growth suggests enterprise AI spend is converting into real revenue, not just capex promises. • Search ads holding firm means Gemini is likely enhancing monetisation rather than cannibalising core search. • The sharp divergence versus Meta shows markets are rewarding visible AI ROI, not AI spending alone. Can Google hit US$5T? Yes, but execution matters. That requires sustained Cloud acceleration, Gemini enterprise adoption, and defending search economics against AI-native rivals. My view: US$4T is achievable first, US$5T is possible if Gemini becomes a durable earnings engine rather than a feature showcase.

Great summary of Big Tech earnings by my friend Tiger Capital Research. $Alphabet(GOOG)$  $Amazon.com(AMZN)$  

Alphabet at $400 this year is plausible, but earnings must validate three things: 1. Cloud acceleration: If Google Cloud sustains ~high-30s to 40%+ growth, the market will reward it with a higher multiple. 2. TPU monetisation: TPU 8t/8i is strategically strong. Google is now attacking both training + inference, with better performance-per-dollar and lower latency, directly strengthening its AI moat.  3. Ad resilience: Core Search margins still fund everything. If AI Overviews lift engagement without hurting monetisation, upside remains open. My view: Base case: $360 to $390. Bull case: breaks $400. Risk is classic sell-the-news, especially after a fresh ATH, if Cloud growth merely meets expectations. Still, among mega caps, Google may have one of the cleanest AI full-stack stories: ch