To The Moon

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

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

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)

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 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.

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

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.

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

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

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

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

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!

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

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.

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

$Alphabet(GOOGL)$   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.

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.