To The Moon

Come too late. Goog vs AMZN. Voting ended! Thank @icycrystal @Tiger_Earnings

Google VS Amazon, I would pick Google because it is more likely to hit a new all-time high compared to Amazon. ( Google got more productivity and benefits from AI than Amazon)

Alphabet’s capex in 4Q2025 was up 95% from a year ago to US$27.9 billion, with capex for the whole year of 2025 reaching US$91.4 billion. As GCP’s backlog grows – it was up 55% sequentially to US$240 billion in 4Q2025 – Alphabet’s capex in 2026 is projected to be US$175 billion to US$185 billion, around double from 2025’s level. Alphabet is seeing broad-based demand for its AI offerings such as its latest Gemini models and Ironwood TPUs. Despite the sharp increase in capex, Alphabet is driving efficiencies through the proliferation of AI across its business's  Overall, among Alphabet’s AI-powered products and services, 14 products were observed to have annual revenues exceeding US$1 billion, reflecting material adoption of the company’s AI offerings.

With huge capex spending, free cash flow is of concern. Nvidia and  Alphabet are currently considered most successful in monetization.

Google really dominates the search engine and that is key to having a great training data set for their LLLM and recently they have launched several ai tools which are really useful such as notebooklm, canon banana pro etc. Google is definitely a strong competitor to OpenAI and I see them being the forefront. strong price support from 300-310 really good time to buy!

Top pick of The Magnificent 7: $Microsoft(MSFT)$ pays most dividends than any other S&P 500 company — even more than Apple. It is a growth stock for long-term investors to buy now. In addition, $Microsoft(MSFT)$ consistently buys back its stock, and this returns capital directly to the shareholders. The outstanding share count will fall, and its earnings per share will rise laster than net income, making the stock a better value buy for long-term investors. Thanks @Tiger_comments @TigerStars

Google Turns AI Answers Into Checkouts 🤖🛒 — Advertising Just Leveled Up Google is embedding shopping directly inside AI results across Search and Gemini. Users ask. AI answers. Products appear. You buy — without leaving. If executed well, this could be one of the most important monetization upgrades in years. Here’s why 👇 ⸻ 🧠 From “search engine” → to “decision engine” Traditional ads depend on keywords. AI understands intent. That difference is enormous. Instead of: “running shoes” AI can interpret: best shoes for flat feet, marathon training, under $150, available this week. That’s not traffic. That’s a buyer. ⸻ 💰 Why advertisers pay up for this Conversion probability rises. When friction drops and recommendations feel personalized, marketing budgets shift toward whoever closes the sale.

Google's move to integrate AI-powered shopping directly into Search and Gemini is a game-changer for ad monetization. By enabling users to purchase products while receiving AI-generated answers, Google could significantly boost its AI revenue stream and reshape the advertising landscape. This strategy might strengthen Google's AI monetization by: 1. Enhancing user experience: Seamless shopping within search results can increase engagement. 2. Increasing ad relevance: AI-driven product suggestions can make ads more targeted and effective. 3. Expanding revenue channels: Direct purchases through AI search could open new monetization avenues beyond traditional ads. However, the meaningfulness of this revenue boost depends on user adoption and the balance between AI-driven commerce and user pri

Recent developments indicate that Google is indeed embedding shopping capabilities directly into its AI-driven products — both within Search’s AI Mode and the Gemini chatbot — in a bid to monetise AI usage more directly. Reports confirm that users can now see product offers, engage with “direct offers” from brands and make purchases (for example from merchants such as Etsy and Wayfair) without leaving the AI experience. The company is also experimenting with new ad formats linked to these shopping features.  Will this strengthen Google’s AI monetisation strategy? Yes. The strategy represents a logical extension of Google’s broader efforts to monetise its large and growing AI user base. Traditional search monetisation through advertising is a core revenue driver for Alphabet. As users

We can expect the integration of AI-powered shopping into Google Search and Gemini to boost its monetization strategy by transforming from a discovery engine to an "agentic commerce" platform. This change will likely allow users to make "one-click" purchases without leaving the AI interface. We can hope it to capture a larger portion of the e-commerce market and offset the high costs of AI infrastructure.  Direct impacts could be on (1) direct transactions (2) new advertising formats & (3)  Any  Direct Offers. Further, benefits would be on addressing infrastructure costs, enabling higher margins, valuation growth & market scale.

Google's decision to embed shopping functionality within Search and Gemini, leveraging AI-powered capabilities, is a strategic move that could significantly enhance its monetization strategy. By seamlessly integrating shopping features into its search results, Google can capitalize on the growing trend of voice and visual search, making it more convenient for users to discover and purchase products. This development has the potential to reshape the advertising landscape in several ways: Increased conversion rates: By allowing users to purchase products directly within Search and Gemini, Google can increase conversion rates, making its advertising platform more attractive to merchants and brands. Improved user experience: The AI-powered shopping functionality can provide users with more per

Google is funding its aggressive acceleration of its artificial intelligence (AI) infrastructure with 20B debt featuring 100-year bond. We think we might want to look at these two capital allocation questions: Is issuing $20B in long-dated (including 100-year) debt a smart strategic move for AI infrastructure acceleration? Does this reduce opportunity risk (runway extension) or increase financial risk (cash flow pressure)? In this article, we will try to break it down how we can look at them, Why 100-Year Debt for AI Infrastructure? Strategic Rationale Issuing ultra-long duration debt (e.g., 100-year bonds) is typically done when: Borrowing costs are attractive relative to expected ROI Management wants capital structure certainty The asset being funded has multi-decade relevance AI infrast

Can Google get the return from the amount of investment into AI that they plan to? How are they making money with so many ai model being developed at lower cost 

Share me your thoughts on this 100 years bond

Alphabet’s aggressive capital programme signals one clear message: scale will decide the AI hierarchy. 1. Why borrow when cash is abundant? Alphabet holds substantial liquidity, yet tapping global debt markets achieves several objectives: Locks in long-duration funding before rates potentially reprice higher Preserves cash flexibility for acquisitions and strategic pivots Optimises capital structure while debt remains comparatively cheap The 100-year GBP issuance is particularly strategic. It reflects confidence in long-term cash flow durability from Search, Cloud, and AI infrastructure. 2. What is the $185B funding? Primarily: Data centres and hyperscale expansion Custom silicon such as TPUs AI infrastructure to defend Search and accelerate Cloud Model training and inference capacity This

Alphabet plans to issue the first tech "100-year bond" (in pounds) since Motorola in 1997. This is a very symbolic moment. A. Finance & Business Fundamentals (The Bulls) Lock in ultra-long low cost funds: Issuing a century-old bond means Google has locked in financing costs for the next century. In the current interest rate environment, this is extremely beneficial for issuers. The ammunition depot of the AI arms race: AI infrastructure (data centers, chips) is a gold-guzzling beast. This money will be used directly to maintain its leading position in the AI field. Despite facing regulatory pressure, the success of Gemini 3 demonstrates that its technical moat remains unfathomable. This shows the ultimate recognition of Google credit (which is rumored to have oversubscribed), which is

The recent announcement of Alphabet's $185 billion capital expenditure (capex) plan, coupled with its unprecedented borrowing spree, has sparked significant interest and debate. To provide a detailed analysis: Alphabet's Aggressive Investment Strategy Alphabet's decision to invest $185 billion in capital expenditures, funded through a global borrowing spree, demonstrates the company's commitment to accelerating its AI development and solidifying its position in the market. This move is a strategic attempt to stay ahead in the AI arms race, which is increasingly competitive. Key Highlights of the Borrowing Spree 20B USD Bond Deal: The bond deal, which drew over 100B in orders, showcases the market's confidence in Alphabet's ability to execute its AI strategy. This overwhelming response indi

Inflection point for many IT forms including $Alphabet(GOOG)$ . I think it is fully valued now. So, time to watch this for a dip to invest more.

$Alphabet(GOOGL)$   Google is faurly valued now, so no point entering unless you really love the stock.  Some people might even say, it's time to sell, especially of you have a lot of stock and reallocate your resources.  If not, just hold for now. Don't have to do anything special.

Funds from the world is supporting $谷歌(GOOG)$   Alphabet, the parent company, recently raised nearly $32 billion in debt financing, demonstrating the tech giants' huge demand for funds in artificial intelligence competitions and their willingness to fund them in the credit market. The company followed Monday's $20 billion seven-dollar bond offering, followed by sterling and Swiss franc bonds, both of which set record issuance records. The pound bond includes a rare centenary bond, the first time since the dotcom bubble era that technology companies have issued such long-term bonds. The centennial pound bond was oversubscribed by more than seven times. On February 10, Bloomberg reported that £750m of subscri

Last week’s batch of data / reports, points to a US economy heading into 27–28 January FOMC with solid growth, a still-tight labour market, and inflation stuck just above target rather than re-accelerating. Below are the details. Jobless Claims. Weekly Claims: For week ending 17 Jan 2026, weekly claims rose by 1,000 to 200,000 versus consensus estimated a rise to 209,000. The 4-week moving average dropped to 201,500, its lowest level since early 2024, indicating that layoffs are not yet a primary driver of economic concern. (see below) Continuing Claims: For the week ending 10 Jan 2026, continuing claims fell by -26,000 to 1.849 million, remaining below the average seen in H2 2025. (see above) The decrease suggests that while hiring has been slow, those currently unemployed are finding it

In 1997, 20% of U.S. households had access to the internet. A dozen years later, owners of iconic newspapers like the Los Angeles Times, Chicago Tribune, Philadelphia Inquirer, and many more had filed for bankruptcy. Disruption came quickly for newspapers once publishing online became trivial. Contrast that to streaming, which has taken much longer to disrupt traditional TV and film media. $Netflix(NFLX)$ launched streaming in 2007, and 19 years later, one of the companies that should have been disrupted the most, $Warner Bros. Discovery(WBD)$ , is being acquired by Netflix itself for $83 billion. Disruption happens at different speeds in different industries, and there are good reasons why. Different indu

This recent tech rout boils down to one word: Capex. While the AI hype is real, the spending is massive and the short-term monetization remains blurry. Combined with high valuations and a broader market correction, we’ve seen a "domino effect" across the board: $Alphabet(GOOG)$ & $Amazon.com(AMZN)$ : Earnings showed strong growth, but sharply higher Capex spooked investors. Google managed to claw back from a 7% intraday drop to close -0.6% lower, while Amazon plummeted roughly 10%. $Microsoft(MSFT)$ : Also mired in the Capex trap. The stock has shed about 15% over the past two weeks, slipping below the key $400 psychological level.

Google is funding its aggressive acceleration of its artificial intelligence (AI) infrastructure with 20B debt featuring 100-year bond. We think we might want to look at these two capital allocation questions: Is issuing $20B in long-dated (including 100-year) debt a smart strategic move for AI infrastructure acceleration? Does this reduce opportunity risk (runway extension) or increase financial risk (cash flow pressure)? In this article, we will try to break it down how we can look at them, Why 100-Year Debt for AI Infrastructure? Strategic Rationale Issuing ultra-long duration debt (e.g., 100-year bonds) is typically done when: Borrowing costs are attractive relative to expected ROI Management wants capital structure certainty The asset being funded has multi-decade relevance AI infrast

$Alphabet(GOOGL)$ is scheduled to report its fiscal Q4 2025 earnings on Wednesday, February 4, 2026, after the market close. Heading into the report, the stock has been a standout performer, rallying nearly 70% over the past year and recently hitting record highs near $340. Here is a breakdown of what to expect, the key metrics to watch, and how Alphabet stacks up against AMD in the AI race. Consensus Expectations (Q4 2025) Wall Street has high expectations for Alphabet, driven by the rollout of Gemini 3 and strong Cloud adoption. *Note: Range reflects differences in "Net Revenue" vs. "Total Revenue" reporting across analyst models. Alphabet’s fiscal Q3 2025 earnings, reported in late October 2025, marked a historic turning point for the company.

Online search giant and ascendant AI services leader Alphabet Inc (tickers: $Alphabet(GOOG)$, $Alphabet(GOOGL)$ ) – better known as "Google" – released its Fiscal Year (FY) 2025 results on the 4th of February, a decidedly pivotal moment when investments in AI technology and returns from thereof are under heavy scrutiny in this market. Trends indicate that, on balance and relative to the overall mood prevalent in the market, it could best be described as either “so-so” or reassuring, depending on what investors are looking to find within the results. Trend Analysis Google's top and bottom lines show, i.e. revenue and diluted earnings per share (EPS) – are showing trends that have been consistent since 202

🌟🌟🌟Alphabet $Alphabet(GOOGL)$  $Alphabet(GOOG)$  is sitting at a breathtaking USD 4 Trillion in market cap, brushing against its all time highs.  Yet for me this moment isn't just about the company.  It is about the journey.  I have watched this stock fall under USD 100 in late 2022 when the market panicked but I held on.  When sentiment cracked and headlines screamed, I held on.  Today I am up 191% and that patience feels less like luck and more like conviction finally being recognised. But now comes the real test: February 4 2026 earnings. Wall Street expects an EPS of USD 2.64, an increase of 23% YoY

$Google (GOOG) $Will be onFebruary 4thpublishFourth Quarter Fiscal 2025 Earnings。 Against the background of the recovery of advertising demand and the accelerated growth of cloud business, the market generally expects the company's performance this quarter to maintain a steady expansion trend. From the perspective of core financial indicators, the market consensus expects revenue for this quarter to be approximatelyAround $110 billion, year-on-year growth of approximately15%； Earnings per share (EPS) are expected to be inAround $2.6。 Search advertising is still the pillar of revenue. Benefiting from AI technology to improve advertising conversion efficiency, related businesses are expected to continue double-digit growth; YouTube advertising revenue

The market has reached a clear pricing consensus on $NVIDIA(NVDA)$ . The upward revisions to hyperscaler AI capex for 2026, as well as the successful ramp of the Blackwell platform, are now fully reflected in the stock. As a result, NVDA’s valuation framework has shifted away from being a pure “AI beta” trade toward a more structural question: Can the winner of the AI infrastructure buildout sustain its advantage into 2027 and beyond? At this stage, marginal buyers are increasingly focused on long-term visibility rather than near-term upside surprises. NVDA has effectively entered a valuation regime where narrative matters more than near-term financials. Core Investment Thesis 2027 Revenue Visibility Is the New Valuation Anchor Upside to NVDA’s 20

The recent announcement of Alphabet's $185 billion capital expenditure (capex) plan, coupled with its unprecedented borrowing spree, has sparked significant interest and debate. To provide a detailed analysis: Alphabet's Aggressive Investment Strategy Alphabet's decision to invest $185 billion in capital expenditures, funded through a global borrowing spree, demonstrates the company's commitment to accelerating its AI development and solidifying its position in the market. This move is a strategic attempt to stay ahead in the AI arms race, which is increasingly competitive. Key Highlights of the Borrowing Spree 20B USD Bond Deal: The bond deal, which drew over 100B in orders, showcases the market's confidence in Alphabet's ability to execute its AI strategy. This overwhelming response indi

Recent developments indicate that Google is indeed embedding shopping capabilities directly into its AI-driven products — both within Search’s AI Mode and the Gemini chatbot — in a bid to monetise AI usage more directly. Reports confirm that users can now see product offers, engage with “direct offers” from brands and make purchases (for example from merchants such as Etsy and Wayfair) without leaving the AI experience. The company is also experimenting with new ad formats linked to these shopping features.  Will this strengthen Google’s AI monetisation strategy? Yes. The strategy represents a logical extension of Google’s broader efforts to monetise its large and growing AI user base. Traditional search monetisation through advertising is a core revenue driver for Alphabet. As users

Here are the major developments around Alphabet Inc. ahead of its earnings release on 4 February 2026, focusing squarely on your questions about AI momentum, Google Cloud, and competitive pressures on margins. The consensus view heading into the print reflects strong fundamentals mixed with heightened expectations and execution risk.  Can AI Momentum Meaningfully Reaccelerate Google Cloud Growth This Quarter? Yes — but with important caveats. • AI-driven demand is supporting robust Google Cloud expansion. Consensus estimates before the earnings release project ~34 – 36 per cent year-on-year Cloud revenue growth in Q4, with approximately $16 billion in sales, signalling continued acceleration. This is notable given the hyper-competitive landscape against AWS and Azure.  • Cloud ba

🧠 After Alphabet Hits $4T — Can Earnings Defend the AI Re-Rating? Alphabet has officially crossed the $4 trillion market cap, cementing its place as the world’s #2 most valuable company after Nvidia. This move wasn’t driven by ads alone — it was powered by a renewed belief that Alphabet is no longer “late” to AI, but quietly building one of the deepest AI stacks in the market 🤖🔥 With earnings on Feb 4, expectations are elevated — and so is execution risk. ⸻ 📊 What Wall Street Is Pricing In Consensus expectations • EPS: $2.64 (+23% YoY) • Revenue: $111.3B (+16% YoY) • Key focus: Google Cloud growth + AI monetization signals At $4T, Alphabet is no longer trading on potential. It’s trading on proof. ⸻ 1️⃣ Google Cloud: Is AI Finally Creating an Inflection? ☁️🤖 Google Cloud is the clearest mon

Alphabet’s aggressive capital programme signals one clear message: scale will decide the AI hierarchy. 1. Why borrow when cash is abundant? Alphabet holds substantial liquidity, yet tapping global debt markets achieves several objectives: Locks in long-duration funding before rates potentially reprice higher Preserves cash flexibility for acquisitions and strategic pivots Optimises capital structure while debt remains comparatively cheap The 100-year GBP issuance is particularly strategic. It reflects confidence in long-term cash flow durability from Search, Cloud, and AI infrastructure. 2. What is the $185B funding? Primarily: Data centres and hyperscale expansion Custom silicon such as TPUs AI infrastructure to defend Search and accelerate Cloud Model training and inference capacity This

AI Momentum and Google Cloud Growth AI as a reacceleration vector • The prevailing view on Street expectations is that AI, particularly Gemini, has materially lifted investor sentiment and may begin to show through to tangible revenue growth beyond advertising alone. Recent commentary highlights that Gemini integration is expected to aid growth in search advertising by improving user engagement and monetisation.  • Cloud remains the fastest-growing reporting segment for Alphabet, with triple-digit backlog growth noted in prior quarters and forecasted continued acceleration.  • Analysts are specifically watching whether AI enhancements can drive meaningfully faster growth in Google Cloud, not just in headline top-line figures but also in margin expansion and a path to sustained pr

Come too late. Goog vs AMZN. Voting ended! Thank @icycrystal @Tiger_Earnings

This week, two tech giants are stepping into the earnings spotlight: $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ . One is an AI-fueled advertising and cloud powerhouse, the other a cash machine running on e-commerce, AWS, and retail media. Both will report Q4 results — but only one may win Wall Street’s favor. 📊 Earnings Preview $Alphabet(GOOG)$ (Reports after market close, Feb 4) Estimated Q4 revenue: $111.4B (+15.3% YoY) Estimated EPS: $2.63 (+23.7% YoY) Key focus: AI-powered ad growth (Search + YouTube), Google Cloud margin expansion, Gemini model rollout, TPU chip commercialization. 📞 Earnings call: Feb 5, 5:30 AM SGT →

TigerGPT Answer: ### Financial Forecast Data **Earnings Per Share (EPS):** - Forecast: $2.64 - Prior Year: $2.15 - Percentage Change: ((2.64 - 2.15) / 2.15) * 100 = 22.79% **Total Revenue:** - Forecast: $111,283,688,710 - Prior Year: $96,469,000,000 - Percentage Change: ((111,283,688,710 - 96,469,000,000) / 96,469,000,000) * 100 = 15.35% **EBIT:** - Forecast: $36,973,618,500 - Prior Year: $30,972,000,000 - Percentage Change: ((36,973,618,500 - 30,972,000,000) / 30,972,000,000) * 100 = 19.38% **Significance of Changes:** The significant increases in EPS, total revenue, and EBIT indicate strong financial performance and growth for Alphabet (GOOG). The double-digit growth percentages suggest robust operational efficiency and market expansion. ### Quarte

🌟🌟🌟The recent tech rout can be summed up in one word : Capex.  Not AI, not earnings, not hype.  The Star Wars of Compute is here - a USD 600 billion arms race where every cloud titan is building Death Stars of silicon, data centers and model training clusters.  The market is suddenly asking the only question that matters : Who will actually monetise all this? The Dominoes Fell Fast  $Alphabet(GOOG)$  and $Amazon.com(AMZN)$  both delivered monster growth.  Both revealed monster capex.  Both got punished. Google fell 7% but recovered to - 0.6% by sheer force of fundamentals.  Amazon is down 10% as inve

Google's decision to embed shopping functionality within Search and Gemini, leveraging AI-powered capabilities, is a strategic move that could significantly enhance its monetization strategy. By seamlessly integrating shopping features into its search results, Google can capitalize on the growing trend of voice and visual search, making it more convenient for users to discover and purchase products. This development has the potential to reshape the advertising landscape in several ways: Increased conversion rates: By allowing users to purchase products directly within Search and Gemini, Google can increase conversion rates, making its advertising platform more attractive to merchants and brands. Improved user experience: The AI-powered shopping functionality can provide users with more per