🐯Alphabet vs Amazon Earnings:-To The Moon - Tiger Brokers Online Investing Community - To The Moon

🐯Alphabet vs Amazon Earnings: GOOG is entering its “Harvest Season” with Gemini 3.0 boosting Search (+15% est.), Cloud scaling via TPUs & Anthropic deals, plus Apple endorsement validating AI strength. AMZN faces margin pressure from inventory surge & logistics costs despite slimming efforts.🎯 My pick: Google—Closing price prediction $342 as AI ROI clarity drives upside momentum.[Cool]@JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000 @Aqa @DiAngel

@Tiger_comments：Alphabet vs Amazon Earnings: Who Turns AI Spend Into Revenue?

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AMZN faces margin pressure from inventory surge &amp; logistics costs despite slimming efforts.🎯 My pick: Google—Closing price prediction $342 as AI ROI clarity drives upside momentum.[Cool]<a target=\"_blank\" href=\"https://ttm.financial/personal/3570103090255456\">@JC888 </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4171900329979952\">@Barcode </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3581734406950755\">@Shyon </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3559581955535845\">@koolgal </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3560184106659134\">@Shernice軒嬣 2000 </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4091884160412060\">@Aqa </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4100833454173050\">@DiAngel </a>\n<br></body></html>","htmlText":"<html><head></head><body>🐯Alphabet vs Amazon Earnings: GOOG is entering its “Harvest Season” with Gemini 3.0 boosting Search (+15% est.), Cloud scaling via TPUs &amp; Anthropic deals, plus Apple endorsement validating AI strength. AMZN faces margin pressure from inventory surge &amp; logistics costs despite slimming efforts.🎯 My pick: Google—Closing price prediction $342 as AI ROI clarity drives upside momentum.[Cool]<a target=\"_blank\" href=\"https://ttm.financial/personal/3570103090255456\">@JC888 </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4171900329979952\">@Barcode </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3581734406950755\">@Shyon </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3559581955535845\">@koolgal </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3560184106659134\">@Shernice軒嬣 2000 </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4091884160412060\">@Aqa </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4100833454173050\">@DiAngel </a>\n<br></body></html>","text":"🐯Alphabet vs Amazon Earnings: GOOG is entering its “Harvest Season” with Gemini 3.0 boosting Search (+15% est.), Cloud scaling via TPUs & Anthropic deals, plus Apple endorsement validating AI strength. AMZN faces margin pressure from inventory surge & logistics costs despite slimming efforts.🎯 My pick: Google—Closing price prediction $342 as AI ROI clarity drives upside momentum.[Cool]@JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000 @Aqa @DiAngel","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/529506209038800","repostId":529158621373128,"repostType":1,"repost":{"magic":2,"id":529158621373128,"tweetId":"529158621373128","gmtCreate":1770197176449,"gmtModify":1770216600011,"author":{"id":3501196737273098,"idStr":"3501196737273098","authorId":3501196737273098,"authorIdStr":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","vip":4,"userType":4,"introduction":"Tiger Official Account","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":8455,"starInvestorFlag":false},"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 $180B, more than 50% above expectations, reigniting fears of AI overinvestment.","image":"https://community-static.tradeup.com/news/59d7de3787d19f8662f01e4d76283cd7"}],"images":[{"img":"https://community-static.tradeup.com/news/969d46a96a77e661a7f440b2167841d2","width":"1280","height":"714"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/969d46a96a77e661a7f440b2167841d2"}],"title":"Alphabet vs Amazon Earnings: Who Turns AI Spend Into Revenue?","extraTitle":"","html":"<html><head></head><body><p>This week, <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a><strong>,</strong> with a market cap exceeding $4 trillion, and <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>, currently streamlining its organization, will take center stage. This time, the market is looking beyond \"Large Model\" narratives to focus on real margins and ROI.</p><h2 id=\"id_2424275902\"><a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>: The \"Harvest Season\" of Full-Stack AI</h2><p><strong>Power of Gemini 3.0</strong>: BofA expects Search growth to rise to 15% (from 13%), driven by higher conversion rates from AI Search.</p><p><strong>Cloud (GCP) Acceleration</strong>: With self-developed TPUs (70% unit cost reduction) and mega-deals like Anthropic, Cloud has become the fastest growth engine.</p><p><strong>Apple Endorsement</strong>: The AI partnership with Apple is seen as a ultimate validation of its tech strength, though valuation concerns (higher than MSFT) remain.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/969d46a96a77e661a7f440b2167841d2\" tg-width=\"1280\" tg-height=\"714\"></p><h2 id=\"id_1371060533\"><a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>: Beware the Lingering \"Bullwhip Effect\"</h2><p><strong>Inventory Alert</strong>: Q3 2025 inventory hit a record peak of $41.5 billion, up 21.28% YoY, far outstripping the 13% revenue growth.</p><p><strong>Margins Peaking?</strong> Market expects Q4 net margin to pull back to 9.93% (from 11.7%), hit by inventory-driven promotions and logistics costs.</p><p><strong>Organizational Slimming</strong>: Can the plan to cut 16,000 corporate roles offset inventory costs and sustain its premium valuation?</p><p>This Week’s Two Big Tech Reports — Google vs. Amazon, Who Beats?</p><p>Which one can hit a new all-time high?</p><h2 id=\"id_2036615508\" style=\"text-align: start;\">🎁Join the prediction game</h2><ul style=\"\"><li><p>Each participant who guesses the correct closing price will share <strong>1,000 Tiger Coins (evenly split)</strong>.</p></li><li><p>Each participant gets <strong>5 Tiger Coins</strong> just for joining.</p></li></ul><p><strong>Comment below like</strong></p><p>I think <strong>Google</strong> can close above $340, benefiting from its <strong>full-stack AI advantage</strong>.</p><p>Leave your comment to win tiger coins~</p><p></p></body></html>","htmlText":"<html><head></head><body><p>This week, <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a><strong>,</strong> with a market cap exceeding $4 trillion, and <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>, currently streamlining its organization, will take center stage. This time, the market is looking beyond \"Large Model\" narratives to focus on real margins and ROI.</p><h2 id=\"id_2424275902\"><a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>: The \"Harvest Season\" of Full-Stack AI</h2><p><strong>Power of Gemini 3.0</strong>: BofA expects Search growth to rise to 15% (from 13%), driven by higher conversion rates from AI Search.</p><p><strong>Cloud (GCP) Acceleration</strong>: With self-developed TPUs (70% unit cost reduction) and mega-deals like Anthropic, Cloud has become the fastest growth engine.</p><p><strong>Apple Endorsement</strong>: The AI partnership with Apple is seen as a ultimate validation of its tech strength, though valuation concerns (higher than MSFT) remain.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/969d46a96a77e661a7f440b2167841d2\" tg-width=\"1280\" tg-height=\"714\"></p><h2 id=\"id_1371060533\"><a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>: Beware the Lingering \"Bullwhip Effect\"</h2><p><strong>Inventory Alert</strong>: Q3 2025 inventory hit a record peak of $41.5 billion, up 21.28% YoY, far outstripping the 13% revenue growth.</p><p><strong>Margins Peaking?</strong> Market expects Q4 net margin to pull back to 9.93% (from 11.7%), hit by inventory-driven promotions and logistics costs.</p><p><strong>Organizational Slimming</strong>: Can the plan to cut 16,000 corporate roles offset inventory costs and sustain its premium valuation?</p><p>This Week’s Two Big Tech Reports — Google vs. Amazon, Who Beats?</p><p>Which one can hit a new all-time high?</p><h2 id=\"id_2036615508\" style=\"text-align: start;\">🎁Join the prediction game</h2><ul style=\"\"><li><p>Each participant who guesses the correct closing price will share <strong>1,000 Tiger Coins (evenly split)</strong>.</p></li><li><p>Each participant gets <strong>5 Tiger Coins</strong> just for joining.</p></li></ul><p><strong>Comment below like</strong></p><p>I think <strong>Google</strong> can close above $340, benefiting from its <strong>full-stack AI advantage</strong>.</p><p>Leave your comment to win tiger coins~</p><p></p></body></html>","text":"This week, $Alphabet(GOOG)$, with a market cap exceeding $4 trillion, and $Amazon.com(AMZN)$, currently streamlining its organization, will take center stage. This time, the market is looking beyond \"Large Model\" narratives to focus on real margins and ROI. $Alphabet(GOOG)$: The \"Harvest Season\" of Full-Stack AI Power of Gemini 3.0: BofA expects Search growth to rise to 15% (from 13%), driven by higher conversion rates from AI Search. Cloud (GCP) Acceleration: With self-developed TPUs (70% unit cost reduction) and mega-deals like Anthropic, Cloud has become the fastest growth engine. Apple Endorsement: The AI partnership with Apple is seen as a ultimate validation of its tech strength, though valuation concerns (higher than MSFT) remain. $Amazon.com(AMZN)$: Beware the Lingering \"Bullwhip Effect\" Inventory Alert: Q3 2025 inventory hit a record peak of $41.5 billion, up 21.28% YoY, far outstripping the 13% revenue growth. Margins Peaking? Market expects Q4 net margin to pull back to 9.93% (from 11.7%), hit by inventory-driven promotions and logistics costs. Organizational Slimming: Can the plan to cut 16,000 corporate roles offset inventory costs and sustain its premium valuation? This Week’s Two Big Tech Reports — Google vs. Amazon, Who Beats? Which one can hit a new all-time high? 🎁Join the prediction game Each participant who guesses the correct closing price will share 1,000 Tiger Coins (evenly split). Each participant gets 5 Tiger Coins just for joining. Comment below like I think Google can close above $340, benefiting from its full-stack AI advantage. Leave your comment to win tiger coins~","highlighted":2,"essential":2,"paper":2,"link":"https://ttm.financial/post/529158621373128","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["AMZN","GOOG"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":529158621373128,"totalAmount":500,"balance":500,"end":false,"deadline":1771277176449,"remainingNumber":100},"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1375,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":255,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["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":false,"length":392,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/529506209038800"}