$Alphabet(GOOG)$  It turns out that two of the traditional leaders in AI, Google and Nvidia, are assisting Apple with its most advanced model, called the Apple Foundation Model Cloud Pro, according to Apple executives speaking to media at its headquarters on Monday. While Apple and Google announced their partnership for Apple Intelligence back in January, this is the first time the company has officially confirmed that some of its Apple Intelligence features will run on Nvidia chips.

To me, $CoreWeave, Inc.(CRWV)$  might honestly be one of the few AI names that still looks "cheap." Why? Because the market keeps obsessing over the debt, while completely ignoring how quickly the financial picture is improving. Here's what stands out: They've secured over $20B in debt and equity capital year-to-date. No major debt maturities until 2029. Interest expense is projected to fall from about 25% of revenue this year to around 7% by 2030. EBT margin is expected to turn positive by 2028. And the biggest piece: The odds of backlog converting are probably north of 90% in this AI demand environment. Reports say $Alphabet(GOOG)$  and Anthropic are paying huge premiums for excess compute. Th

There are two signals the market might still be underestimating. Reportedly, $Meta Platforms, Inc.(META)$  is exploring large-scale financing options to support AI CapEx that could reach around $145B. $Alphabet(GOOGL)$  has already raised significant capital (~$85B) to fund AI expansion, with strong demand. The key shift is that AI spending is no longer funded only by cash flow. Big tech is now willing to use debt, equity, and balance sheet expansion to stay competitive. This reflects a structural change: AI isn't optional; it's driven by survival. That's why pullbacks in AI infrastructure names might be more sentiment-driven than demand-driven.

$Meta Platforms, Inc.(META)$ Sometimes it really is that simple. I'm heavily positioned in S&P Global, Meta, and Mastercard. I'm not chasing short-term moves, just compounding high-quality businesses over time. There's plenty of noise in between, but the core thesis stays the same: strong earnings power, durable moats, and long-term execution. Let time do the work.

Unusual flow alert on $Alphabet(GOOG)$  from Alpha Gold. Over $3M worth of calls confirmed and bought. When you see that kind of size hit the tape, it gets your attention fast. I've been watching since the original sweeps back on June 2nd, so seeing more flow stack in is definitely interesting. Target is still $400. Feels like someone is positioning for something bigger down the road.

$Meta Platforms, Inc.(META)$ I have half a million in FBL.

$Alphabet(GOOG)$ I always listen to the Nvidia CEO. He predicted MRVL would be the next $1 Trillion company, so I bought in that morning. Basically, he was predicting well past $1,000/share. Long Google, Amazon, Nvidia, Marvell, and others. Stay diversified.

$Alphabet(GOOG)$ I've always said Wiz is coming. They're poised to own cybersecurity in the near term.

$Alphabet(GOOG)$  Picking the correct race horse is half the battle.

$Alphabet(GOOG)$ The Berkshire index, I mean it's a catalyst. That triples confidence when Berkshire triples its position.

$Alphabet(GOOG)$ So the market seems to have made up its mind—Google is the big winner among the hyperscalers.

$Alphabet(GOOG)$ Honestly, the chance to achieve exceptional financial growth is a key motivator for many participants. Bitcoin's bull markets are a prime example of this potential. Investors are often drawn in by the possibility of exponential gains. And Bitcoin has repeatedly demonstrated its ability to generate massive returns.

$Alphabet(GOOG)$ In Q1 2026, Google Cloud revenue jumped 63%, far ahead of Azure at 40% and AWS at 28%. A significant part of that growth seems to be coming from companies that can't wait for OpenAI to build its own chips and are moving to Google's ready-to-use infrastructure instead.

$Alphabet(GOOG)$ Jefferies has raised their price target on Alphabet from $400 to $445 and maintained their Buy rating.

$Alphabet(GOOG)$  Shorts, thanks. Just the covering should take Googl to 400.

$Alphabet(GOOG)$ Goog could one day be the #1 company in the world, with TPU chips expanding their reach into all sectors of the economy... earnings at 360.00?

$Alphabet(GOOG)$ Today was a blessing. Google is priced low, especially before earnings. It's a safe bet for the future.

$Alphabet(GOOG)$  A pullback is inevitable, but that is a buying opportunity.

$Alphabet(GOOG)$ This straight-up move from 271 makes me think there's more going on that we're not privy to. Sure, earnings are around the corner on 4/29/26, and we know from the past that earnings alone have created run-ups in price. If that's true, we may have more upside yet since we started from such a low point near the 200-day moving average on GOOG shares. Either way, it's all good.

$Alphabet(GOOG)$ Personally, I think Google AI looks set to take Alphabet to new highs in the coming months.