$Alphabet(GOOG)$ The upcoming earnings numbers look very strong. That's a key reason why Google needs more of everything. Global demand represents a massive volume that the company likely won't be able to fully meet for the next five years.
Microsoft $Microsoft(MSFT)$ is a stock worth considering. - Forward P/E: 20.7x - Historical average P/E: 29.1x - Revenue growth YoY: 18% - YTD return: -18.45% It's a rare setup with strong fundamentals, AI exposure, and a valuation below its historical average. With Azure, Copilot, and enterprise AI adoption still expanding, the market might be underestimating Microsoft's next growth phase. The question is whether this pullback becomes an opportunity.
$Oracle(ORCL)$ Earnings revisions for the major hyperscalers $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ ORCL. Looking at the chart, when there's a significant gap with the white revision line trending higher while the blue price line trends lower, that's often a point to consider. There are no guarantees, but it seems like one of the higher-probability setups out there.
$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie Clean Energy and its partner $Hewlett Packard Enterprise(HPE)$ are in the final assembly stage for their CETO wave energy unit's Power Take-Off modules. This work is happening at a global SKF manufacturing facility in Germany. SKF is known for its super-precision bearings and components used in demanding sectors like machine tools and robotics. Final assembly in Spain is targeted for October 2026.
$Meta Platforms, Inc.(META)$ Beyond the cloud "compute" investment that's apparently meant to be rented or sold for a profit, did those shorting the stock forget that META is set this year to overtake the 20+ year king $Alphabet(GOOG)$ in annual ad revenue? That's what I find more impressive. Jensen even said it – META uses AI better than any company in the world.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ According to Sundai, hardware is the bottleneck for compute demand. I'll see all you bears at the next earnings release. When Google's data center investment pays off. Until then, I keep buying on dips and don't over-leverage.