To The Moon

Free cash flow would convince me most. AI revenue and cloud growth can look impressive, but durable value ultimately requires those investments to generate more cash than the capital needed to sustain them. I would watch whether free cash flow improves even as depreciation and infrastructure costs catch up with the current capex boom. If revenue continues growing strongly while capex growth slows and FCF margins expand, that would be much stronger evidence that AI infrastructure is producing genuine economic returns rather than simply adding capacity. For me, the key transition is: AI demand → revenue growth → operating leverage → sustainable free cash flow.

Alphabet (Google): Two Days of Volatility and an Options Trading Opportunity Alphabet (GOOGL) experienced significant selling pressure over the past two trading days following its third-quarter 2026 earnings announcement. The stock suffered a historic decline of approximately 12.6% on Thursday, reflecting investors' disappointment with its earnings performance and concerns about its aggressive AI spending. Despite reporting 25% year-over-year revenue growth and an impressive 103% increase in Google Cloud revenue, Alphabet faced several challenges. Search advertising growth was slower than expected, while its free cash flow turned negative at approximately US$9.1 billion. Investors are increasingly questioning whether the enormous investments in AI infrastructure, data centres and computing

All drop but we hold the fort

Mmm10’58

ok

The $Invesco QQQ(QQQ)$ fell 1.42 per cent on Thursday and the $S&P 500(.SPX)$ declined 0.30 per cent. $Amazon.com(AMZN)$ closed down 4.25 per cent and fell about another 7 per cent after its results. Microsoft slipped just 0.16 per cent, while Meta gained 1.96 per cent. Companies making large AI investments were no longer trading as one group. Amazon reported third-quarter revenue of $201.9 billion, up 12 per cent, and earnings of $1.89 a share. AWS revenue grew 39 per cent to $46.0 billion, while operating income rose 55 per cent to $17.8 billion. The issue was cash generation: trailing 12-month free cash flow s

Alphabet fell more than 12% in one day, and several technology heavyweights are 20%-30% below their 2026 closing highs. That has brought the familiar buying-the-dip question back into focus. Tiger's view: It is reasonable to start screening profitable companies after these pullbacks, but there is not enough evidence to declare a bottom across technology stocks. Prices, earnings and cash flow need to be assessed together—and historical recoveries show why the time horizon matters. 01 | Stock-level selloffs and index drawdowns differ On October 29, the Nasdaq Composite closed at 26,184.72, down 1.38%. The Nasdaq-100 fell 1.38%, while the S&P 500 lost 0.30%. GOOGL dropped 12.64%, Amazon fell 4.25%, Microsoft slipped just 0.16%, and Meta rose 1.96%. The performance was sharply divided. [1]

Alphabet just suffered its worst one-day percentage decline ever. Roughly 12.6% gone. About $500B of market value erased. And the contradiction inside the earnings report was extraordinary. Google Cloud revenue: +103% to $30.7B. Cloud backlog: $561B Yet Alphabet's free cash flow: NEGATIVE $9.1B. How can a company double its fastest-growing major business and simultaneously start burning cash? The obvious answer is: Alphabet is spending too much on AI. That is partly true. But I think it misses something much more interesting. Google is quietly changing what kind of company it is. And one clue buried inside the quarter explains why its cash-flow profile may never look exactly like old Google again. That clue is: TPU SYSTEMS. 🔵 OLD GOOGLE HAD A BEAUTIFUL BUSINESS MODEL For years, Alphabet's

Alphabet’s latest earnings report presents one of the biggest contradictions in the current AI investment cycle. Google Cloud revenue more than doubled, operating income increased substantially, and demand for AI infrastructure appears exceptionally strong. Yet investors sent the stock down 12.64% on Thursday. Why did such impressive cloud growth trigger such a negative market reaction? The answer lies in the difference between growing a business and generating cash from that growth. Alphabet is investing enormous amounts of money to strengthen its position in AI. It is building data centres, purchasing advanced chips, expanding computing capacity and developing AI products. These investments may create significant long-term opportunities, but the financial cost is becoming increasingly di

$Alphabet(GOOG)$  latest quarterly results highlight one of the biggest questions facing the technology sector: how much should investors tolerate today in exchange for potential AI growth tomorrow? For months, Big Tech companies have been competing to build larger data centres, secure advanced chips and expand their AI capabilities. The market initially rewarded this spending as evidence that these companies were positioning themselves for long-term growth. However, investors are becoming more selective. Strong revenue growth is no longer enough. They want to see whether AI investment can eventually translate into sustainable profits and free cash flow. Alphabet’s latest results demonstrate why this debate is becoming more important. Sh

The divergence we are seeing between Google (Alphabet) $Alphabet(GOOGL)$ $Alphabet(GOOG)$ and the broader semiconductor sector highlights a massive shift in how the market views the AI food chain. When chip stocks face "carnage" due to cyclical fears, capacity constraints, or valuation corrections, Google is increasingly viewed as a structural safe haven. Safe Haven or Core Moat? It is a mix of both, but the core moat is what enables the safe-haven status. Berkshire Hathaway’s massive $10 billion private placement anchoring an $80+ billion equity raise—spearheaded by new CEO Greg Abel—is the ultimate institutional stamp of approval. Why are they hiding out in Google while chipmakers bleed? Insulation fro

$Alphabet(GOOG)$  go buy Google, this one hor can confirm win one[Cool]  

Buy buy buy...investing for supermarket run next year

Thank you very much much appreciated 

🥰positive but limited

$GOOG$  google always wins up just little rest huh 

Seven new DLCs have commenced trading on SGX on 9 June, including 4 Long DLCs on $JD-SW(09618)$ , $HSI(HSI)$ , $Tesla Motors(TSLA)$ and $NVIDIA(NVDA)$ , as well as 3 Short DLCs on OCBC, $SMIC(00981)$ and Nvidia. The new Nvidia and Tesla DLCs have been issued to replenish the shelf of US DLCs. Alongside our other US DLCs, these new 3x DLCs on Nvidia and Tesla provide investors with 3x Leveraged and/or Inverse Exposure to US stock underlyings during Asian hours, enabling investors to gain leveraged or inverse exposure to US stocks during Asian trading hours and react more quickly

*Google Stays Strong Amid Chip Carnage: New AI Safe Haven?* While chip stocks like Micron fell on order-cut fears, Google/Alphabet stayed stable. Why? Google doesn’t just sell chips - it sells AI services: Search, Cloud, YouTube ads. *Example*: If NVIDIA drops 10% due to fear, Google might drop 2% because investors trust its AI profits are already flowing in. Buffett’s $10B bet on AI software over chip hardware shows this idea: buy the “picks and shovels users”, not just the “shovel makers”. Less risky in chip cycles, but still not “safe”. No stock is.

$Alphabet(GOOGL)$  now it's AI time and Google is bullish. Forward PE looks reasonable. Compare to$Apple(AAPL)$  it's more reasonable

Yes, I’d rotate some capital from crowded AI hardware into cloud/software, but not abandon chips completely. The cleanest setup is GOOG: it has cloud acceleration, AI deployment, Search monetisation, and still trades cheaper than the quality of its assets suggests. MSFT is the safer fortress, AMZN is the AWS recovery play, and ORCL is the higher-beta infrastructure bet. I’d buy GOOG on pullbacks first, then MSFT/AMZN, while keeping chip exposure smaller and more selective. #GOOG #GOOGL #MSFT #AMZN #AI #Cloud #GoogleCloud #TechStocks

Alphabet (Google): Two Days of Volatility and an Options Trading Opportunity Alphabet (GOOGL) experienced significant selling pressure over the past two trading days following its third-quarter 2026 earnings announcement. The stock suffered a historic decline of approximately 12.6% on Thursday, reflecting investors' disappointment with its earnings performance and concerns about its aggressive AI spending. Despite reporting 25% year-over-year revenue growth and an impressive 103% increase in Google Cloud revenue, Alphabet faced several challenges. Search advertising growth was slower than expected, while its free cash flow turned negative at approximately US$9.1 billion. Investors are increasingly questioning whether the enormous investments in AI infrastructure, data centres and computing

Free cash flow would convince me most. AI revenue and cloud growth can look impressive, but durable value ultimately requires those investments to generate more cash than the capital needed to sustain them. I would watch whether free cash flow improves even as depreciation and infrastructure costs catch up with the current capex boom. If revenue continues growing strongly while capex growth slows and FCF margins expand, that would be much stronger evidence that AI infrastructure is producing genuine economic returns rather than simply adding capacity. For me, the key transition is: AI demand → revenue growth → operating leverage → sustainable free cash flow.

Alphabet fell more than 12% in one day, and several technology heavyweights are 20%-30% below their 2026 closing highs. That has brought the familiar buying-the-dip question back into focus. Tiger's view: It is reasonable to start screening profitable companies after these pullbacks, but there is not enough evidence to declare a bottom across technology stocks. Prices, earnings and cash flow need to be assessed together—and historical recoveries show why the time horizon matters. 01 | Stock-level selloffs and index drawdowns differ On October 29, the Nasdaq Composite closed at 26,184.72, down 1.38%. The Nasdaq-100 fell 1.38%, while the S&P 500 lost 0.30%. GOOGL dropped 12.64%, Amazon fell 4.25%, Microsoft slipped just 0.16%, and Meta rose 1.96%. The performance was sharply divided. [1]

Alphabet just suffered its worst one-day percentage decline ever. Roughly 12.6% gone. About $500B of market value erased. And the contradiction inside the earnings report was extraordinary. Google Cloud revenue: +103% to $30.7B. Cloud backlog: $561B Yet Alphabet's free cash flow: NEGATIVE $9.1B. How can a company double its fastest-growing major business and simultaneously start burning cash? The obvious answer is: Alphabet is spending too much on AI. That is partly true. But I think it misses something much more interesting. Google is quietly changing what kind of company it is. And one clue buried inside the quarter explains why its cash-flow profile may never look exactly like old Google again. That clue is: TPU SYSTEMS. 🔵 OLD GOOGLE HAD A BEAUTIFUL BUSINESS MODEL For years, Alphabet's

The $Invesco QQQ(QQQ)$ fell 1.42 per cent on Thursday and the $S&P 500(.SPX)$ declined 0.30 per cent. $Amazon.com(AMZN)$ closed down 4.25 per cent and fell about another 7 per cent after its results. Microsoft slipped just 0.16 per cent, while Meta gained 1.96 per cent. Companies making large AI investments were no longer trading as one group. Amazon reported third-quarter revenue of $201.9 billion, up 12 per cent, and earnings of $1.89 a share. AWS revenue grew 39 per cent to $46.0 billion, while operating income rose 55 per cent to $17.8 billion. The issue was cash generation: trailing 12-month free cash flow s

$Alphabet(GOOG)$  latest quarterly results highlight one of the biggest questions facing the technology sector: how much should investors tolerate today in exchange for potential AI growth tomorrow? For months, Big Tech companies have been competing to build larger data centres, secure advanced chips and expand their AI capabilities. The market initially rewarded this spending as evidence that these companies were positioning themselves for long-term growth. However, investors are becoming more selective. Strong revenue growth is no longer enough. They want to see whether AI investment can eventually translate into sustainable profits and free cash flow. Alphabet’s latest results demonstrate why this debate is becoming more important. Sh

Alphabet’s latest earnings report presents one of the biggest contradictions in the current AI investment cycle. Google Cloud revenue more than doubled, operating income increased substantially, and demand for AI infrastructure appears exceptionally strong. Yet investors sent the stock down 12.64% on Thursday. Why did such impressive cloud growth trigger such a negative market reaction? The answer lies in the difference between growing a business and generating cash from that growth. Alphabet is investing enormous amounts of money to strengthen its position in AI. It is building data centres, purchasing advanced chips, expanding computing capacity and developing AI products. These investments may create significant long-term opportunities, but the financial cost is becoming increasingly di

All drop but we hold the fort

Mmm10’58

ok

The Smart Investor's Guide: Why Google is a Safe Choice After the Market Drop 🌟🌟🌟$Alphabet(GOOG)$  Alphabet is like a fortress for your money, trading around USD 365.76 per share after a big drop across the US stockmarket on Friday June 5 2026. When the stock market drops, many new investors panic.  But professional investors look at it as a clearance scale.  This drop means you can buy a piece of a massive, successful company at a discount.  In fact Wall Street analysts think that Google is worth much more, setting an average target price of USD 410, with some expecting it to go as high as USD 510. Why is Berkshire Hathaway Is Buying Google? $Berkshire Hathaway(

The divergence we are seeing between Google (Alphabet) $Alphabet(GOOGL)$ $Alphabet(GOOG)$ and the broader semiconductor sector highlights a massive shift in how the market views the AI food chain. When chip stocks face "carnage" due to cyclical fears, capacity constraints, or valuation corrections, Google is increasingly viewed as a structural safe haven. Safe Haven or Core Moat? It is a mix of both, but the core moat is what enables the safe-haven status. Berkshire Hathaway’s massive $10 billion private placement anchoring an $80+ billion equity raise—spearheaded by new CEO Greg Abel—is the ultimate institutional stamp of approval. Why are they hiding out in Google while chipmakers bleed? Insulation fro

Like me, if you are also wondering why $Alphabet(GOOG)$ is falling and falling hard all of a sudden, I managed to track down the root cause. What happened was on 02 Jun 2026, GOOG announced a historic $80 billion equity fundraising plan to fuel its massive artificial intelligence (AI) expansion, a move that highlights the immense capital demands of the ongoing AI arms race. (see below) The initiative represents the largest equity fundraising ever recorded, surpassing the capital raised by the world's 3 largest initial public offerings (IPOs) combined: Saudi Aramco ($25.6 billion in 2019). Alibaba ($21.8 billion in 2014). SoftBank ($21.3 billion in 2018). GOOG’s Structure & Financial mechanisms. Alphabet's capital-raising strategy utilizes a mu

The macro narrative shifted dramatically on Friday, June 5, 2026. Tech took a massive hit (with the Nasdaq sliding 4.2% and the S&P 500 dropping 2.6%) following a red-hot nonfarm payrolls report that saw 172,000 jobs added in May—doubling consensus expectations. This hot data pushed chances of a Fed interest rate hike this year up to roughly 57%, completely flipping the previous script of anticipated cuts. When duration-sensitive mega-caps face a double-barreled threat of rising yields and hawkish policy, separating short-term panic from long-term value is critical. Finding Undervalued Stocks in Cloud When the broader tech sector gets crushed due to rising interest rates, multiple-expansion reverses, hitting the highest-flying names first. Right now, "undervalued" depends on your horiz

The 2026 U.S. IPO market may not just be reopening. It may be asked to do something much harder: price three of the most important private-market stories in the world. SpaceX is the infrastructure bet. OpenAI is the gateway bet. Anthropic is the enterprise workflow bet. They are not ordinary tech companies, nor are they just another wave of short-term excitement in the IPO market. Together, they may mark the first time public markets are being asked to price, all at once, the defining themes of the next decade: the Space Age, the AGI Age, and the Enterprise Intelligence Age. But from an investment perspective, the bigger the company, the more dangerous it is to ask only one question: “Is it great?” A great company and a great investment are always separated by one thing: price. The real qu

$Alphabet(GOOGL)$’s monumental capital injection into AI infrastructure has fundamentally recalibrated its financial strategy, triggering massive movements in its stock price and shifting investor expectations. Between its massive $180–$190 billion total CapEx guidance for 2026 and its unprecedented $80–$85 billion equity raise in June 2026, the company is signaling that the AI build-out requires a different capital structure than its historically cash-hoarding self. I am holding GOOGL for long-term, so I hope GOOGL could go beyond $400 by end of 2026. Buying Opportunity at Sub-$350 Stock Price If you are looking to enter or accumulate Alphabet at sub-$350, the market’s ongoing "CapEx anxiety" might just give you that chance, though the window is

CEO $NVIDIA(NVDA)$ Jensen Huang says the market got it wrong on software stocks. This is CHEATSHEET for what Jensen wants you to buy right now: 1. $ServiceNow(NOW)$ — ServiceNow "We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow." → Named enterprise AI toolkit partner 2. $Micron Technology(MU)$ — Micron "HBM4 memory from Micron, SK Hynix and Samsung." → Only US-listed HBM4 supplier for Vera Rubin 3. $Taiwan Semiconductor Manufacturing(TSM)$ — TSMC "It starts with TSMC. The seven new chips that make up Vera Rubin take shape through hundreds of processing steps. 3 nanometer process." → Sole manufactur

The $5 billion joint venture between $Blackstone Group LP(BX)$ Blackstone and $Alphabet(GOOGL)$ Google is a major development in the AI infrastructure landscape. The deal structure—bringing together the world’s largest private data center owner and Alphabet's custom silicon—directly targets the core bottlenecks of the AI era: capital, power, and chip availability. Here is a breakdown of what Google stands to gain, how this shifts the AI narrative, and what it means for hyper-scale CapEx moving forward. I have Google in my long term technology portfolio, and I have been using Google Cloud and AI products over the past 10 years, and have seen how it have grown to a better platform, to getting Google certific

The AI capital expenditures race just reached a stunning, jaw-dropping milestone. As highlighted in image_12.png, Alphabet (GOOGL) fell 3.81% following its monumental announcement to issue up to $80 billion in new shares to fund its aggressive AI infrastructure ambitions.  This historic move—representing the largest secondary equity fundraising plan in tech history—has cast a harsh spotlight on a growing tension: hyperscalers are racing to secure compute at any cost, yet Alphabet is choosing to tap equity dilution rather than relying strictly on free cash flow to finance the push. This has prompted a wave of investors to rapidly reassess the delicate balance between aggressive AI spending and immediate shareholder returns.  The CapEx Funding Pivot (The [IDEA] Angle): The prompt i

My View: Google is no longer “just” an AI model company — it’s becoming a full-stack AI infrastructure platform The combination of: 1. aggressive consumer AI rollout at Google I/O, and 2. the new Blackstone + Google $5B AI infrastructure venture …tells me the market is underestimating how serious Google is about monetizing AI beyond ads. The key shift: • 2023–2024 = “Who has the best model?” • 2025–2026 = “Who owns the compute + distribution + enterprise rails?” Google may now be the only player with: • Search distribution, • Android ecosystem, • Gemini models, • TPUs, • hyperscale cloud, • and now institutional capital backing AI compute expansion. ─── 3 Takeaways 1) Google is moving from AI products → AI utility infrastructure The Blackstone deal matters more than people think. Blackston