To The Moon

$NASDAQ(.IXIC)$ plunged sharply, as employment data and renewed AI hype added fuel to a pullback triggered by the ongoing government shutdown.

White House advisor David Sacks stated that he would not support OpenAI’s request for government funding, adding that “the U.S. has at least five major tech giants — if one collapses, it’s not a big deal.”

He also noted that Stargate has already provided OpenAI and Oracle with massive orders and funding, implying that further support might be excessive.

OpenAI CEO Sam Altman once said:

“A lot of people are going to lose a lot of money. We don’t know who — but many others will make a lot too.”

In the AI era, which company will emerge as the ultimate winner?

Among “$200 Club”, which stock’s drop now looks like a buying opportunity?

$Alphabet(GOOG)$ AI Strategy: Integration Across the Entire Value Chain

Google recently announced it will roll out its seventh-generation TPU, codenamed Ironwood, in the coming weeks. Google remains the only AI giant that possesses a full-stack capability — Model (Gemini) + Compute (Google Cloud) + Chip (TPU).

This vertical integration gives Google maximum flexibility and cost control, creating a formidable moat that’s difficult for competitors to breach.

When ChatGPT first appeared, the market worried that Google’s core search business might be disrupted — and that AI search could cost up to 5x more than traditional search, severely eroding profits.

But two years later, sentiment has shifted. Google’s AI-powered search (AI Overviews) has actually boosted user retention, and its gross margin impact has been minimal — only dipping from 90% to roughly 86%.

$Apple(AAPL)$ — Betting on “Embodied Intelligence” as the Next Growth Engine

Morgan Stanley believes that embodied intelligence could become Apple’s next major growth driver. If Apple captures just a neutral 9% market share by 2040, its humanoid robotics segment could generate $133 billion in annual revenue, and up to $300 billion in a bullish scenario — potentially adding as much as $65 per share to its stock price.

Apple is rapidly advancing its robotics product development, supply chain, and team structure, positioning robots as the next big narrative after the iPhone.

$Amazon.com(AMZN)$ — Building Its AI Muscle with “Rainier” Supercomputer

Amazon signed a $38 billion cloud service deal with OpenAI, marking a major vote of confidence in its cloud business — especially after past setbacks like service outages and market share losses.

Amazon has made significant progress in its AI push. Its “Rainier” supercomputer, powered by nearly 500,000 Trainium2 chips, has officially gone online.

Analysts estimate this growing demand could add billions in incremental revenue by 2026. Following its strong earnings report, Amazon’s stock jumped over 12%.

Discussion

1. Among $200 club, who has the best shot at hitting $300 by year-end — Google, Amazon, or Apple?

2. Has the market overreacted to recent tech stock corrections, or are these the first cracks of an AI valuation bubble?

3. Who is the best buy now?

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