GOOG: CLOUD IS TEARING IT UP

Hello everyone! Today i want to share some trading ideas with you!

1.

$Alphabet(GOOG)$ CLOUD IS TEARING IT UP

GCP just hit a Rule of 40 score of 46 -- apply a 20x multiple on its $48B run rate & you’ve got a $1T cloud business.

But sure, let’s keep talking about “potential softness” in the consumer side of the business -- while their AI infra is on fire.

Image

2.

THE MACRO ISN’T SLOWING DOWN AI HARDWARE

$Alphabet(GOOGL)$ just raised CapEx by $200M -- $17.2B vs Est. $17B -- big sentiment win for $NVIDIA(NVDA)$ 👀

Image

3.

$Alphabet(GOOGL)$ IS TRADING NEAR A DECADE-LOW VALUATION

The real question heading into today's earnings: can the strength of their infrastructure business -- cloud, security, enterprise AI -- offset the potential softness in consumer-facing segments?

We’re about to find out 🧐

Image

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For whom haven't open CBA can know more from below:

Find out more here：
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AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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Today i want to share some trading ideas with you!</p><p></p><p>1.</p><p> <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> CLOUD IS TEARING IT UP</p><p>GCP just hit a Rule of 40 score of 46 -- apply a 20x multiple on its $48B run rate &amp; you’ve got a $1T cloud business.</p><p>But sure, let’s keep talking about “potential softness” in the consumer side of the business -- while their AI infra is on fire.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/9a30c2c23f3737a2e9261c3416e0dcab\" tg-width=\"991\" tg-height=\"699\"><span>Image</span></p><p>2.</p><p>THE MACRO ISN’T SLOWING DOWN AI HARDWARE</p><p> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>  just raised CapEx by $200M -- $17.2B vs Est. $17B -- big sentiment win for  <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>   👀</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/96bafab81e2d0236af97d9bbf4558fe7\" tg-width=\"680\" tg-height=\"381\"><span>Image</span></p><p>3.</p><p>  <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>  IS TRADING NEAR A DECADE-LOW VALUATION</p><p>The real question heading into today's earnings: can the strength of their infrastructure business -- cloud, security, enterprise AI -- offset the potential softness in consumer-facing segments?</p><p>We’re about to find out 🧐</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/a6baccd0ff2f572d0ee6d4c7063b4c61\" tg-width=\"987\" tg-height=\"702\"><span>Image</span></p><p>Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><p>For whom haven't open CBA can know more from below:</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://tigr.link/9ApRRc\" title=\"Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote></body></html>","htmlText":"<html><head></head><body><p>Hello everyone! Today i want to share some trading ideas with you!</p><p></p><p>1.</p><p> <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> CLOUD IS TEARING IT UP</p><p>GCP just hit a Rule of 40 score of 46 -- apply a 20x multiple on its $48B run rate &amp; you’ve got a $1T cloud business.</p><p>But sure, let’s keep talking about “potential softness” in the consumer side of the business -- while their AI infra is on fire.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/9a30c2c23f3737a2e9261c3416e0dcab\" tg-width=\"991\" tg-height=\"699\"><span>Image</span></p><p>2.</p><p>THE MACRO ISN’T SLOWING DOWN AI HARDWARE</p><p> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>  just raised CapEx by $200M -- $17.2B vs Est. $17B -- big sentiment win for  <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>   👀</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/96bafab81e2d0236af97d9bbf4558fe7\" tg-width=\"680\" tg-height=\"381\"><span>Image</span></p><p>3.</p><p>  <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>  IS TRADING NEAR A DECADE-LOW VALUATION</p><p>The real question heading into today's earnings: can the strength of their infrastructure business -- cloud, security, enterprise AI -- offset the potential softness in consumer-facing segments?</p><p>We’re about to find out 🧐</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/a6baccd0ff2f572d0ee6d4c7063b4c61\" tg-width=\"987\" tg-height=\"702\"><span>Image</span></p><p>Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><p>For whom haven't open CBA can know more from below:</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://tigr.link/9ApRRc\" title=\"Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote></body></html>","text":"Hello everyone! Today i want to share some trading ideas with you! 1. $Alphabet(GOOG)$ CLOUD IS TEARING IT UP GCP just hit a Rule of 40 score of 46 -- apply a 20x multiple on its $48B run rate & you’ve got a $1T cloud business. But sure, let’s keep talking about “potential softness” in the consumer side of the business -- while their AI infra is on fire. Image 2. THE MACRO ISN’T SLOWING DOWN AI HARDWARE $Alphabet(GOOGL)$ just raised CapEx by $200M -- $17.2B vs Est. $17B -- big sentiment win for $NVIDIA(NVDA)$ 👀 Image 3. $Alphabet(GOOGL)$ IS TRADING NEAR A DECADE-LOW VALUATION The real question heading into today's earnings: can the strength of their infrastructure business -- cloud, security, enterprise AI -- offset the potential softness in consumer-facing segments? We’re about to find out 🧐 Image Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly! For whom haven't open CBA can know more from below: Find out more here： Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading. 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 💰CBA Mini Course 1: What is Cash Boost Account(CBA)?","highlighted":1,"essential":1,"paper":2,"likeSize":18,"commentSize":0,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/428212906053848","repostId":0,"isVote":1,"tweetType":1,"viewCount":1058,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","GOOGL","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1021,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/428212906053848"}