To The Moon

This is the first time Google is clearly trying to close the loop across the entire AI stack. The key shift is not just “better chips” or “better models”, but alignment between training → inference → enterprise workflows (agents). --- 1) What Google actually changed (and why it matters) Split TPU into TPU 8t (training) + TPU 8i (inference) → mirrors how AI demand is evolving (training ≠ deployment anymore)  Big focus on inference efficiency (cost + latency) → critical because real-world AI = mostly inference, not training Launch of Gemini Enterprise (agent platform) → not just chat, but AI agents that execute workflows  Early enterprise traction (e.g. Home Depot, PepsiCo, eBay) → signals real GTM push, not just demos  👉 In short: Google is moving from “model company” → full-

$Strategy(MSTR)$   Approach 1: Strategy Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow model projects future cash flows and then discounts them back to today using a required rate of return, giving an estimate of what the business might be worth in $ right now. For Strategy, the model used is a 2 Stage Free Cash Flow to Equity approach. The latest twelve month free cash flow is a loss of $87.71 million, so the valuation leans heavily on future cash flow projections rather than recent history. Analyst inputs and extrapolations point to free cash flow of $7,304.90 million in 2028, with ten year projections extending out to 2035, all converted into today’s dollars using a discount rate. When all projec

🌟 $Alphabet(GOOG)$ Google's advertising recovery is real & accelerating, moving beyond a simple low base effect.  The data  from late 2025 & early 2026 shows a fundamental structural re-acceleration driven by AI enhanced search and YouTube's massive scale. In Q4 2025, Google's ad revenue jumped 14% YoY to USD 82.3 billion, marking the strongest quarter in its history.  This has followed a steady acceleration throughout the year - from 8.5% in Q1 25 to 14% in Q4, suggesting that the growth is sustained rather than a one time bounce. Google's 2025 annual revenue surpassed USD 400 billion for the first time, with search ad rev

Short answer: TPU gains help, but adoption of Gemini Enterprise is what will move the needle. 1) What Google is doing right Splitting TPU into training (8t) and inference (8i) is a mature move. It targets the real bottleneck now: cost per token at scale. If 8i materially lowers inference cost, Google Cloud becomes more competitive versus Nvidia-based stacks, especially for steady enterprise workloads. 2) Why TPU share alone is not enough TPUs are largely captive to Google Cloud. Unlike Nvidia’s ecosystem, they do not define the broader industry standard. Even with better pricing, switching costs + developer familiarity still favour CUDA ecosystems. 3) Where the real battle sits The app layer: Gemini Enterprise vs OpenAI / Anthropic. Enterprises care less about chips, more about workflow in

Significance for MRVL: a finalised deal could solidify MRVL supplier's role to Google. Which could boost MRVL to its target price of $170. 

The recently announced partnership between Google and GitLab highlights a deeper strategic push into the fast-growing cloud and DevOps ecosystem. At its core, the deal aims to integrate GitLab’s end-to-end software development platform more tightly with Google Cloud, making it easier for developers to build, test, secure, and deploy applications within a unified environment. This move positions Google to better compete against rivals like AWS and Microsoft Azure, where developer experience and ecosystem stickiness are critical drivers of long-term cloud adoption. From a momentum standpoint, the partnership could act as a catalyst for both companies—especially ahead of earnings. For Google, stronger enterprise adoption of Google Cloud is key to sustaining its growth narrative beyond adverti

The recently announced partnership between Google and GitLab highlights a deeper strategic push into the fast-growing cloud and DevOps ecosystem. At its core, the deal aims to integrate GitLab’s end-to-end software development platform more tightly with Google Cloud, making it easier for developers to build, test, secure, and deploy applications within a unified environment. This move positions Google to better compete against rivals like AWS and Microsoft Azure, where developer experience and ecosystem stickiness are critical drivers of long-term cloud adoption. From a momentum standpoint, the partnership could act as a catalyst for both companies—especially ahead of earnings. For Google, stronger enterprise adoption of Google Cloud is key to sustaining its growth narrative beyond adverti

Looking forward to google hitting the $345 mark!

Google and Gitlab Deal - Why It Is Such A Big Deal  🌟🌟🌟The air is thick with anticipation as we head into earnings season.  Google $Alphabet(GOOG)$  $Alphabet(GOOGL)$  is eye balling a massive acquisition of $GitLab, Inc.(GTLB)$  .  It is the kind of move that makes your heart race - a collision of the world's search giant and the backbone of the developer world. The Gitlab and Google collaboration is a massive power play for Cloud and AI supremacy, moving far beyond simple storage into the realm of "intelligent orchestration". What Does Git

TSMC posted strong result? AI rally sustainable?

$NVDA$  niceeeee to the moon I wanna earn more coins

$Broadcom(AVGO)$ $Alphabet(GOOG)$ Broadcom just exploded higher after locking in multi-year TPU procurement agreements with Google and Anthropic, supercharging long-term AI chip revenue visibility and giving investors a clear runway for sustained growth in custom silicon. Alphabet followed suit with a solid 3.56% pop to $314.74, riding the broader market rebound while its previously announced TPU supply pact with Broadcom reinforces its AI infrastructure dominance and Cloud strategy edge. This convergence of deals isn't just headline noise — it's a signal that hyperscalers are doubling down on in-house acceleration to cut costs 30% and slash latency for massive model training, potentially unlocking billio

1. Retail investors are rewriting their own story Over the past year, U.S. retail investors have followed a virtually unchanging rule of thumb: buy on dips. However, the latest Retail Radar report released by JPMorgan on April 8 reveals a fundamental shift—retail investors have switched from a "buy on dips" strategy to a defensive stance of "sell on rallies and wait on dips". This is not a one-day anomaly, but a new behavioral pattern that has solidified over the past month. On a "bullish" trading day when oil prices recorded their largest single-day drop since 2020 and the VIX fell below 20, retail capital inflows not only failed to increase but remained at extremely low levels throughout the day—overall activity was at just the 1.2th percentile of the past year. A group that once reflexi

$Broadcom(AVGO)$’s success in securing the Google TPU (Tensor Processing Unit) v7 deal certainly shifts the competitive landscape, but it doesn't signal an immediate "loss" for $NVIDIA(NVDA)$. Instead, it defines a clear split in the market: Custom ASICs (Application-Specific Integrated Circuits) for efficiency versus General-Purpose GPUs for cutting-edge performance. As of early 2026, here is how the competition is playing out between Broadcom-backed custom silicon and Nvidia's ecosystem. 1. The Broadcom Threat: Cost and Inference Efficiency Broadcom is helping "Hyperscalers" ( $Alphabet(GOOGL)$ Google, $Meta Platforms, In

Hello everyone! Today i want to share some trading ideas with you! 1 $Broadcom(AVGO)$ signed a long-term deal with $Alphabet(GOOGL)$ to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031. Broadcom also said Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027. 2 Peter Beck’s annual letter makes it clear that $Rocket Lab USA, Inc.(RKLB)$ is evolving into a broader space infrastructure platform with growing backlog, deeper defense exposure & multiple growth engines. Rocket Lab is entering 2026 with real momentum behind Neutron, deeper n

$Broadcom(AVGO)$  

$Broadcom(AVGO)$  sbjl all way down pre market lol

$Broadcom(AVGO)$  

19 stocks I like most into April weakness. 99% chance $SPDR S&P 500 ETF Trust(SPY)$ bottomed BEFORE US-IRAN war ends. So these are undervalued: 1. $Coinbase Global, Inc.(COIN)$ $429.54 → ~$160 (-63%) Buy: $140–170 Crypto beta + institutional adoption rising 2. $Robinhood(HOOD)$ $153.86 → ~$75 (-51%) Buy: $65–85 Retail trading + crypto cycle leverage 3. $SoFi Technologies Inc.(SOFI)$ $32.73 → ~$14.93 (-55%) Buy: $13-$15 Fintech scale + profitability inflection 4. $SanDisk Corp.(SNDK)$ $777 → ~$650 (-16%) Buy: $600–650 AI storage demand + pricing power 5.

It is understandable to feel some "tech fatigue" right now. Seeing the market leaders—the engines that drove 2025 — suddenly stalling while geopolitical headlines dominate the ticker is enough to make any investor second-guess their thesis. However, based on current market behavior in early April 2026, we are not necessarily looking at a "tech winter" so much as a tech recalibration. Here is the breakdown of how the Mag 7 trend is likely to play out through the end of Q2 and what it means for your portfolio. The Geopolitical "Tax": Iran and the Strait of Hormuz The volatility you’re seeing is largely a "geopolitical premium" being priced in. The Energy Link: With the conflict in Iran threatening the Strait of Hormuz, energy prices are spiking. For the Mag 7, this is not just about fuel — i

This is the first time Google is clearly trying to close the loop across the entire AI stack. The key shift is not just “better chips” or “better models”, but alignment between training → inference → enterprise workflows (agents). --- 1) What Google actually changed (and why it matters) Split TPU into TPU 8t (training) + TPU 8i (inference) → mirrors how AI demand is evolving (training ≠ deployment anymore)  Big focus on inference efficiency (cost + latency) → critical because real-world AI = mostly inference, not training Launch of Gemini Enterprise (agent platform) → not just chat, but AI agents that execute workflows  Early enterprise traction (e.g. Home Depot, PepsiCo, eBay) → signals real GTM push, not just demos  👉 In short: Google is moving from “model company” → full-

$Strategy(MSTR)$   Approach 1: Strategy Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow model projects future cash flows and then discounts them back to today using a required rate of return, giving an estimate of what the business might be worth in $ right now. For Strategy, the model used is a 2 Stage Free Cash Flow to Equity approach. The latest twelve month free cash flow is a loss of $87.71 million, so the valuation leans heavily on future cash flow projections rather than recent history. Analyst inputs and extrapolations point to free cash flow of $7,304.90 million in 2028, with ten year projections extending out to 2035, all converted into today’s dollars using a discount rate. When all projec

🌟 $Alphabet(GOOG)$ Google's advertising recovery is real & accelerating, moving beyond a simple low base effect.  The data  from late 2025 & early 2026 shows a fundamental structural re-acceleration driven by AI enhanced search and YouTube's massive scale. In Q4 2025, Google's ad revenue jumped 14% YoY to USD 82.3 billion, marking the strongest quarter in its history.  This has followed a steady acceleration throughout the year - from 8.5% in Q1 25 to 14% in Q4, suggesting that the growth is sustained rather than a one time bounce. Google's 2025 annual revenue surpassed USD 400 billion for the first time, with search ad rev

Short answer: TPU gains help, but adoption of Gemini Enterprise is what will move the needle. 1) What Google is doing right Splitting TPU into training (8t) and inference (8i) is a mature move. It targets the real bottleneck now: cost per token at scale. If 8i materially lowers inference cost, Google Cloud becomes more competitive versus Nvidia-based stacks, especially for steady enterprise workloads. 2) Why TPU share alone is not enough TPUs are largely captive to Google Cloud. Unlike Nvidia’s ecosystem, they do not define the broader industry standard. Even with better pricing, switching costs + developer familiarity still favour CUDA ecosystems. 3) Where the real battle sits The app layer: Gemini Enterprise vs OpenAI / Anthropic. Enterprises care less about chips, more about workflow in

The recently announced partnership between Google and GitLab highlights a deeper strategic push into the fast-growing cloud and DevOps ecosystem. At its core, the deal aims to integrate GitLab’s end-to-end software development platform more tightly with Google Cloud, making it easier for developers to build, test, secure, and deploy applications within a unified environment. This move positions Google to better compete against rivals like AWS and Microsoft Azure, where developer experience and ecosystem stickiness are critical drivers of long-term cloud adoption. From a momentum standpoint, the partnership could act as a catalyst for both companies—especially ahead of earnings. For Google, stronger enterprise adoption of Google Cloud is key to sustaining its growth narrative beyond adverti

The recently announced partnership between Google and GitLab highlights a deeper strategic push into the fast-growing cloud and DevOps ecosystem. At its core, the deal aims to integrate GitLab’s end-to-end software development platform more tightly with Google Cloud, making it easier for developers to build, test, secure, and deploy applications within a unified environment. This move positions Google to better compete against rivals like AWS and Microsoft Azure, where developer experience and ecosystem stickiness are critical drivers of long-term cloud adoption. From a momentum standpoint, the partnership could act as a catalyst for both companies—especially ahead of earnings. For Google, stronger enterprise adoption of Google Cloud is key to sustaining its growth narrative beyond adverti

Significance for MRVL: a finalised deal could solidify MRVL supplier's role to Google. Which could boost MRVL to its target price of $170. 

Looking forward to google hitting the $345 mark!

Google and Gitlab Deal - Why It Is Such A Big Deal  🌟🌟🌟The air is thick with anticipation as we head into earnings season.  Google $Alphabet(GOOG)$  $Alphabet(GOOGL)$  is eye balling a massive acquisition of $GitLab, Inc.(GTLB)$  .  It is the kind of move that makes your heart race - a collision of the world's search giant and the backbone of the developer world. The Gitlab and Google collaboration is a massive power play for Cloud and AI supremacy, moving far beyond simple storage into the realm of "intelligent orchestration". What Does Git

1. Retail investors are rewriting their own story Over the past year, U.S. retail investors have followed a virtually unchanging rule of thumb: buy on dips. However, the latest Retail Radar report released by JPMorgan on April 8 reveals a fundamental shift—retail investors have switched from a "buy on dips" strategy to a defensive stance of "sell on rallies and wait on dips". This is not a one-day anomaly, but a new behavioral pattern that has solidified over the past month. On a "bullish" trading day when oil prices recorded their largest single-day drop since 2020 and the VIX fell below 20, retail capital inflows not only failed to increase but remained at extremely low levels throughout the day—overall activity was at just the 1.2th percentile of the past year. A group that once reflexi

$Broadcom(AVGO)$ $Alphabet(GOOG)$ Broadcom just exploded higher after locking in multi-year TPU procurement agreements with Google and Anthropic, supercharging long-term AI chip revenue visibility and giving investors a clear runway for sustained growth in custom silicon. Alphabet followed suit with a solid 3.56% pop to $314.74, riding the broader market rebound while its previously announced TPU supply pact with Broadcom reinforces its AI infrastructure dominance and Cloud strategy edge. This convergence of deals isn't just headline noise — it's a signal that hyperscalers are doubling down on in-house acceleration to cut costs 30% and slash latency for massive model training, potentially unlocking billio

19 stocks I like most into April weakness. 99% chance $SPDR S&P 500 ETF Trust(SPY)$ bottomed BEFORE US-IRAN war ends. So these are undervalued: 1. $Coinbase Global, Inc.(COIN)$ $429.54 → ~$160 (-63%) Buy: $140–170 Crypto beta + institutional adoption rising 2. $Robinhood(HOOD)$ $153.86 → ~$75 (-51%) Buy: $65–85 Retail trading + crypto cycle leverage 3. $SoFi Technologies Inc.(SOFI)$ $32.73 → ~$14.93 (-55%) Buy: $13-$15 Fintech scale + profitability inflection 4. $SanDisk Corp.(SNDK)$ $777 → ~$650 (-16%) Buy: $600–650 AI storage demand + pricing power 5.

$Broadcom(AVGO)$’s success in securing the Google TPU (Tensor Processing Unit) v7 deal certainly shifts the competitive landscape, but it doesn't signal an immediate "loss" for $NVIDIA(NVDA)$. Instead, it defines a clear split in the market: Custom ASICs (Application-Specific Integrated Circuits) for efficiency versus General-Purpose GPUs for cutting-edge performance. As of early 2026, here is how the competition is playing out between Broadcom-backed custom silicon and Nvidia's ecosystem. 1. The Broadcom Threat: Cost and Inference Efficiency Broadcom is helping "Hyperscalers" ( $Alphabet(GOOGL)$ Google, $Meta Platforms, In

It is understandable to feel some "tech fatigue" right now. Seeing the market leaders—the engines that drove 2025 — suddenly stalling while geopolitical headlines dominate the ticker is enough to make any investor second-guess their thesis. However, based on current market behavior in early April 2026, we are not necessarily looking at a "tech winter" so much as a tech recalibration. Here is the breakdown of how the Mag 7 trend is likely to play out through the end of Q2 and what it means for your portfolio. The Geopolitical "Tax": Iran and the Strait of Hormuz The volatility you’re seeing is largely a "geopolitical premium" being priced in. The Energy Link: With the conflict in Iran threatening the Strait of Hormuz, energy prices are spiking. For the Mag 7, this is not just about fuel — i

Hello everyone! Today i want to share some trading ideas with you! 1 $Broadcom(AVGO)$ signed a long-term deal with $Alphabet(GOOGL)$ to develop future TPUs and supply networking and other components for Google’s next-gen AI racks through 2031. Broadcom also said Anthropic will gain access to about 3.5 GW of TPU compute starting in 2027. 2 Peter Beck’s annual letter makes it clear that $Rocket Lab USA, Inc.(RKLB)$ is evolving into a broader space infrastructure platform with growing backlog, deeper defense exposure & multiple growth engines. Rocket Lab is entering 2026 with real momentum behind Neutron, deeper n

TSMC posted strong result? AI rally sustainable?

$NVDA$  niceeeee to the moon I wanna earn more coins

$Broadcom(AVGO)$  

$Broadcom(AVGO)$  sbjl all way down pre market lol

$Broadcom(AVGO)$