🌟🌟🌟 I believe that $Alphabe

🌟🌟🌟 I believe that $Alphabet(GOOG)$ will close at USD334 tomorrow while $Amazon.com(AMZN)$ will close at USD 234.

The market is witnessing a brutal show me moment for Big Tech. While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure.

Google's earnings report showed that it is benefiting from its long term AI integration. However the cost is substantial.

The Harvest: Google Cloud increased 48% as AI workloads grew. It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises.

The Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending.

The reaction : The stock fell. Investors are concerned that Alphabet is spending too much in infrastructure.

Amazon is facing a similar problem to Alphabet - spending too much on Capex. It must show how it can monetise its capex.

@Tiger_comments @TigerStars @TigerClub

Google Cloud +48% But CapEx Spikes! All-In AI Would Drag Stock Down Now?

Alphabet’s earnings sparked violent after-hours swings: shares first fell 7.5%, then rebounded over 4%, before turning lower again as investors digested the outlook. Alphabet reported 18% YoY revenue growth, with Search up 17% and Google Cloud revenue beating estimates by 9%. Even after a 42% jump in R&D and a $2.1B one-off Waymo charge, operating margins stayed above 30%. The sticking point: 2026 spending guidance of $180B, more than 50% above expectations, reigniting fears of AI overinvestment.

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Comments

1PC
02-05 23:26
1PC
Nice Sharing 😁$2 above my prediction [LOL] Good Luck 🤞 @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @DiAngel @Shyon

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They can reap bountiful rewards, 🚀🚀🚀🌛🌛🌛","winRationPercentage":76.436782,"tradeVolumeEst":0},"themes":[{"themeId":"f1b9e4060852447c9171f242483b5702","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Google Cloud +48% But CapEx Spikes! All-In AI Would Drag Stock Down Now?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f1b9e4060852447c9171f242483b5702}&rnconfig={\"headerBarHidden\": true}","description":"Alphabet’s earnings sparked violent after-hours swings: shares first fell 7.5%, then rebounded over 4%, before turning lower again as investors digested the outlook. Alphabet reported 18% YoY revenue growth, with Search up 17% and Google Cloud revenue beating estimates by 9%. Even after a 42% jump in R&D and a $2.1B one-off Waymo charge, operating margins stayed above 30%. The sticking point: 2026 spending guidance of $180B, more than 50% above expectations, reigniting fears of AI overinvestment.","image":"https://community-static.tradeup.com/news/59d7de3787d19f8662f01e4d76283cd7"}],"images":[{"img":"https://community-static.tradeup.com/news/e82b32e1e206521697dca45d39bc919d"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/e82b32e1e206521697dca45d39bc919d"}],"html":"<html><head></head><body>🌟🌟🌟 I believe that <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a>will close at USD334 tomorrow while <a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a>will close at USD 234.\n\nThe market is witnessing a brutal show me moment for Big Tech.&nbsp; While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure. \n Google's earnings report showed that it is benefiting from its long term AI integration.&nbsp; However the cost is substantial.\nThe Harvest: Google Cloud increased 48% as AI workloads grew.&nbsp; It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises.\nThe Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending.\nThe reaction : The stock fell.&nbsp; Investors are concerned that Alphabet is spending too much in infrastructure.\nAmazon is facing a similar problem to Alphabet - spending too much on Capex. It must show how it can monetise its capex.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e82b32e1e206521697dca45d39bc919d\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟 I believe that <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a>will close at USD334 tomorrow while <a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a>will close at USD 234.\n\nThe market is witnessing a brutal show me moment for Big Tech.&nbsp; While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure. \n Google's earnings report showed that it is benefiting from its long term AI integration.&nbsp; However the cost is substantial.\nThe Harvest: Google Cloud increased 48% as AI workloads grew.&nbsp; It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises.\nThe Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending.\nThe reaction : The stock fell.&nbsp; Investors are concerned that Alphabet is spending too much in infrastructure.\nAmazon is facing a similar problem to Alphabet - spending too much on Capex. It must show how it can monetise its capex.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e82b32e1e206521697dca45d39bc919d\"></t-t></body></html>","text":"🌟🌟🌟 I believe that $Alphabet(GOOG)$ will close at USD334 tomorrow while $Amazon.com(AMZN)$ will close at USD 234. The market is witnessing a brutal show me moment for Big Tech. While Google's latest earnings delivered top line growth, it has been overshadowed by a massive looming figure : The 2026 Capital Expenditure. Google's earnings report showed that it is benefiting from its long term AI integration. However the cost is substantial. The Harvest: Google Cloud increased 48% as AI workloads grew. It also decreased Gemini's serving costs by 78%, showing that efficiency is improving as demand rises. The Bill: Capex of USD 175 B to USD 185 billion , almost double its 2025 spending. The reaction : The stock fell. Investors are concerned that Alphabet is spending too much in infrastructure. Amazon is facing a similar problem to Alphabet - spending too much on Capex. 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