Alphabet Inc Pref Shares GOOGN 6.25 05/15/2029

The Semis are having their best day in a few weeks, but still significantly lower from their ATHs.

Source: amit

$Alphabet(GOOGL.US)

I am leaning bullish on Alphabet into earnings, but the key test is whether its enormous AI investment is translating into profitable growth.

In Q1, Search revenue grew 19% while Google Cloud surged 63% to $20 billion, suggesting AI is strengthening rather than cannibalising the core business. So I will be watching Cloud growth, Search monetisation and operating margins closely.

The main risk is Alphabet’s planned $180–190 billion of 2026 capital expenditure, which could pressure free cash flow and increase depreciation.

Strong growth combined with disciplined spending would reinforce the bull case.

@Captain's Watch

Oil will return to $90+ again and stay for quite a while...until Trump decides to drop another bomb shell of a ceasefire and peace talks resumption.

📍 Biggest winner: INTC

🎲 Bonus call (optional): Biggest loser — GOOGL

$Intel(INTC.US)$Tesla(TSLA.US)$Alphabet(GOOGL.US)

The Bull 🐂 , The Bear 🐻 , The Winner 🏆 & The Loser – TSLA / GOOGL / INTC

📍 Biggest Winner: GOOGL

Google stands out for one simple reason: its P/E ratio finally makes sense to me. While other AI plays trade at sky-high premiums, GOOGL’s forward P/E stays very reasonable 26.59.

Furthermore, I see rising Cloud margins and AI boosting Search ad revenues as a high growth cash cow.

In my view , the market is just starting to catch on to this AI leader trading at a discount. Hence, I see more upside than downside.

🎲 Biggest Loser: TSLA

Tesla looks set to lag because its P/E is 372 and P/B ratio at 17x . The current share price is priced for total perfection and totally over stretched. No room for any mishaps.

With this massive premium to traditional automakers and its EV competitors, I see more downside than upside.

Traders will give an excuse to dump the shares with any dissatisfaction with its financial results. For example, a small sign of falling margins could send its P/E sliding sharply lower.

For further information, BYD has PE ratio of 26 times and P/B ratio at 3.12 times .

Therefore, Tesla needs flawless progress on robotaxis and news of new technology breakthrough for its new EV models just to support its stretched valuation.

🔷 INTC ( Neutral- not interesting😆 at all )

Intel is currently trading at P/B 4.63x, share price $102.79.

It has a deep-value turnaround story but it lacks the near-term catalysts to outperform the other two this earnings season. Hence, I do not see any material movement in its share price.

Cross my fingers and pray for my predictions 😆.

I believe Alphabet's earnings could surprise positively if Google Cloud continues delivering strong growth and AI features begin driving higher monetization across Search, Workspace, and Cloud.

The biggest concern remains heavy AI capital spending, but if management demonstrates improving returns on those investments and provides confidence that spending will translate into durable earnings growth, investor sentiment could improve.

With its dominant ecosystem and strong cash generation, I am confident Alphabet remains well positioned to benefit from the long-term AI opportunity.

biggest winner: Tesla

biggest loser: Google

Google's secret chip that hardwires Gemini's architecture into silicon for higher efficiency come as a boost just days before reporting earnings. This could be great especially in modern times where delivering consistent earnings is nowhere near enough; investors want both exceptional results and new breakthroughs.

$Alphabet(GOOGL.US) | Wells Fargo 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭 to $𝟒𝟑𝟖 from $𝟒𝟏𝟔, maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭

nvda still the king even with everyone screaming helios and google frozen chip. the software moat is the whole game, not the raw chip. added a bit today and im not selling my core into this noise 💪

Earnings are around the corner and funds that have derisked into it have done so, tech stocks looked to have bottomed and if earnings confirms AI momentum, tech will fly.

🌟🌟🌟As a long term investor, I am excited by the latest news that $Alphabet - C(GOOG.US)is quietly developing an experimental server chip code named Frozen V2 that is slated for deployment as early as 2028.

This is an audacious leap as Google engineers project the hardware will deliver a staggering 6 to 10 times more tokens served per unit of power compared to their latest cutting edge TPUs.

Since I am holding Google for the next decade, the Frozen V2 project highlights a massive competitive advantage that traditional tech rivals cannot match.

Wednesday's earnings for Google may provide short term volatility but developments like Frozen V2 may provide the foundation for generational wealth. Exciting times are ahead for Google as I believe there will be exponential growth ahead.

While everyone else was focused on South Korea crash & buying the dips on memory stocks, I am paying attention to our local market. With the reduced board lot size introduced in October, many are pushing bank stocks higher before taking profit later on. I'm not 100% sure that a healthy pullback is on the cards anytime soon, but I'm certainly not rushing in as well. I'm buying these bank stocks for my dividend portfolio, not trading, hence the patience and not trying to fomo in to lock in more profits.

When Microsoft and Google both announce Nvidia alternatives on the same day, they’re telling you they don’t want to be taxed anymore. Heliosu + custom Gemini chips = margin pressure and share loss for Nvidia over the next 18 months. Oil at $90 just adds fuel to the risk-off rotation out of semis.

More custom silicon and rack options means AI infra gets commoditized and deployed everywhere. Google with “Frozen v2” and AMD with Helios on Azure lowers cost per token, so usage explodes. Nvidia still sells the most GPUs, but TSMC, power, cooling, and networking all win bigger. This isn’t anti-Nvidia, it’s pro-AI scale.

Seems like Fraser Centerpoint Trust prefers assets in the north-east sector of the island like this Bayshore one. So far, they haven't have foothold to the south-western sector like clementi-jurong east/west-Bukit Batok-Tengah-CCK-Bukit Panjang. Hopefully they would acquire something when the greater southern waterfront district lands.

Memory stocks went down recently, is it a good buy on dip ? if yes which is the next giant should be well performed ? share with me thank you

AMD's Azure win and Google's custom AI chip efforts reinforce that AI demand remains strong beyond Nvidia.Current weakness as sector rotation rather than the end of the AI cycle. If chip stocks pull back while fundamentals remain intact, sentiment-driven weakness could present attractive opportunities to add quality AI names. At the same time, maintaining some energy exposure provides a useful hedge against higher oil prices and geopolitical risks.