To The Moon

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

What the market is drawing right now is a clear capital discipline versus capital intensity divide, rather than a simple “good earnings, bad earnings” story. Alphabet and Amazon both delivered strong top-line momentum, but investors reacted very differently to their spending trajectories. Google’s swift recovery after the initial selloff suggests the market is comfortable that its AI CapEx is translating into visible monetisation via Search, YouTube, and Cloud. In contrast, Amazon’s sharp drawdown reflects concern that AWS-led AI investment is front-loaded, margin-dilutive in the near term, and harder to model, especially with free cash flow already under pressure. The same logic applies to Microsoft. The CapEx surge confirms Azure’s AI demand strength, but the stock’s 15 percent pullback

We’ve moved past the phase of pure excitement over AI and into a phase of investor skepticism regarding the cost of that AI. 1. The CapEx Conundrum Companies like Google, Microsoft, and Amazon are spending tens of billions of dollars on hardware (chips like Nvidia’s) and massive data centers to power AI.  * The Problem: Investors are worried that these companies are over-investing. They see the massive bills coming in now, but they don't see the massive profits from AI services showing up on the balance sheet yet.  * The Reaction: When a company says, "We're growing, but we're going to spend $15 billion more than expected on server farms," Wall Street often panics about shrinking profit margins. 2. The Great Divergence: Infrastructure vs. Consumer Notice how Apple is rallying whi

Microsoft and Amazon for me

Yo, the Mag 7 recap is on fire. The CapEx angle is key—Google and Amazon showed strong earnings but blew up their capital spending, which sent Amazon tumbling ~10% while Google barely slipped after an initial 7% dip. Microsoft's big CapEx spike dragged its stock down 15% in the last two weeks, but Apple rode the opposite wave, rallying ~10%. Meta erased its recent gains, and Tesla got smashed, dropping below $400. If you're eyeing a "buy zone", watch the stocks that've been punished the most (Amazon, Microsoft, Tesla) and see if the CapEx surge is a temporary hiccup or a sign of deeper issues. Google's resilience suggests it might be a safer play among the Mag 7 right now.

The recent earnings reports from the Mag 7 companies have been a mixed bag, with Google and Amazon delivering strong growth but also sharply higher capital expenditures (CapEx). This has led to a sell-off in some of these stocks, with Amazon plunging roughly 10% and Microsoft falling about 15% over the past two weeks. On the other hand, Apple has been a bright spot, rallying about 10% over the same period. Meta, which had a strong surge last week, has given back some of those gains this week. Tesla, meanwhile, has dropped sharply and slipped back below $400. The key question now is which of these stocks is entering a buy zone. Based on the recent price action, it seems that Amazon and Microsoft may be due for a bounce. Both stocks have been hit hard by the CapEx concerns, but they still ha

again... here's the ranking from top choice to bottom META - lowest PE, smallest capex, so easier to be profitable AMZN - very strong moat because many businesses into 1 and reasonable  PE GOOGL - AI tech getting ahead but not undervalued anymore. MSFT - undervalued but threatened. might be vulnerable. TSLA - hopuim but don't bet against Elon. horrible financials APPL - huh. what you doing? just chilling.

🐎🧧🐴🧨

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

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

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

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.

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

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

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

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

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

We’ve moved past the phase of pure excitement over AI and into a phase of investor skepticism regarding the cost of that AI. 1. The CapEx Conundrum Companies like Google, Microsoft, and Amazon are spending tens of billions of dollars on hardware (chips like Nvidia’s) and massive data centers to power AI.  * The Problem: Investors are worried that these companies are over-investing. They see the massive bills coming in now, but they don't see the massive profits from AI services showing up on the balance sheet yet.  * The Reaction: When a company says, "We're growing, but we're going to spend $15 billion more than expected on server farms," Wall Street often panics about shrinking profit margins. 2. The Great Divergence: Infrastructure vs. Consumer Notice how Apple is rallying whi

$Alphabet(GOOGL)$   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.

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.

What the market is drawing right now is a clear capital discipline versus capital intensity divide, rather than a simple “good earnings, bad earnings” story. Alphabet and Amazon both delivered strong top-line momentum, but investors reacted very differently to their spending trajectories. Google’s swift recovery after the initial selloff suggests the market is comfortable that its AI CapEx is translating into visible monetisation via Search, YouTube, and Cloud. In contrast, Amazon’s sharp drawdown reflects concern that AWS-led AI investment is front-loaded, margin-dilutive in the near term, and harder to model, especially with free cash flow already under pressure. The same logic applies to Microsoft. The CapEx surge confirms Azure’s AI demand strength, but the stock’s 15 percent pullback

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.

The recent earnings reports from the Mag 7 companies have been a mixed bag, with Google and Amazon delivering strong growth but also sharply higher capital expenditures (CapEx). This has led to a sell-off in some of these stocks, with Amazon plunging roughly 10% and Microsoft falling about 15% over the past two weeks. On the other hand, Apple has been a bright spot, rallying about 10% over the same period. Meta, which had a strong surge last week, has given back some of those gains this week. Tesla, meanwhile, has dropped sharply and slipped back below $400. The key question now is which of these stocks is entering a buy zone. Based on the recent price action, it seems that Amazon and Microsoft may be due for a bounce. Both stocks have been hit hard by the CapEx concerns, but they still ha

🌟🌟🌟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

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 earnings reports from Google, Amazon, and Microsoft have highlighted a common theme: strong growth, but also sharply higher capital expenditures (CapEx). This has led to a mixed reaction from investors, with some stocks recovering from initial declines, while others have continued to fall. Google's earnings report showed strong growth, but the company's CapEx guidance was higher than expected, leading to an initial 7% drop in the stock price. However, the stock managed to recover and closed only 0.6% lower. Amazon, on the other hand, reported strong growth, but its CapEx guidance was even higher, leading to a 10% decline in the stock price. Microsoft's earnings report last week also showed a major surge in CapEx, and the stock has fallen about 15% over the past two weeks. This s