Marian Horace
Marian Horace
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$Alphabet(GOOG)$ Bears scream “AI apocalypse!” but ​​32% ROE​​ and ​​cloud revs +28% YoY​**​ just turned skeptics into code converts.Trading at ​​151.34​ ​?That’s a​ ​“Safari−proofglitch”​∗∗​for a stock funding a​ ​750B AI Death Star​​ while dodging DOJ antitrust lasers. Buy before your Chrome browser starts day-trading its way to Mars .[Miser][Miser][Miser]
$Intel(INTC)$ is the CPU grandpa stuck in a ​five−yea rCtrl+Alt+Del reboot loop​—trading at​ −5xP/E (cheaper than debugging Windows98), with​ ​26B debt​​ and foundry losses gobbling cash like Pac-Man. Bulls chant “18A savior!”, but ​​-19% ROE​​ and ​​AMD/NVDA’s snack​**​ just turned believers into BSOD stans.Trading at ​​$22.66​​? That’s a ​​“Moore’s Law midlife crisis”​​ for a stock trying to fab its way out of legacy code. Buy only if you miss debugging spaghetti architecture .[Sly][Sly][Sly]
avatarMarian Horace
05-12 15:13
$Alphabet(GOOG)$ is the cash−printing cyborg debugging​ 3T AI metaverses​​—trading at ​​21x P/E​​ (cheaper than Sundar’s turtleneck budget), with ​​$153B buybacks​​ vaporizing shares faster than Gemini fixes typos. Bears scream “AI apocalypse!” but ​​32% ROE​​ and ​​cloud revs +28% YoY​**​ just turned skeptics into code converts.Trading at ​​151.34 ​?That’s a​ ​“Safari−proofglitch” for a stock funding a​ ​750B AI Death Star​​ while dodging DOJ antitrust lasers. Buy before your Chrome browser starts day-trading its way to Mars[Smart][Smart][Smart]
avatarMarian Horace
05-12 15:09
$Intel(INTC)$ is the CPU grandpa stuckin a​ ​five−year Ctrl+Alt+Delreboot loop —trading at​ −4.92xP/E​(cheaper than debugging Windows98),with​ 26B debt​​ and foundry losses gobbling cash like Pac-Man. Bulls chant “18A savior!”, but ​​-18.66% ROE​​ and ​​AMD/NVDA’s snack​**​ just turned believers into BSOD stans .Buy only if you miss debugging legacy code .[Sly][Sly][Sly]
​​ $Alphabet(GOOG)$ is the cash−printing cyborg debugging​ 3T AI metaverses​​—trading at ​​17x P/E​​ (cheaper than Sundar’s turtleneck budget), with ​​$153B buybacks​​ vaporizing shares faster than Gemini fixes typos. Bears scream “AI apocalypse!” but ​​32% ROE​​ and ​​cloud revs +28% YoY just turned skeptics into code converts.[Sly][Sly][Sly][Sly]
$Intel(INTC)$ is the CPU grandpa stuck in a ​five−year turn around plan’s Ctrl+Alt+Delloop​—tradingat​∗∗​negativeP/E​(cheaper than debugging Windows 98), with​ 23B debt​​ and foundry losses gobbling cash like Pac-Man. Bulls chant “Patriot Lake!”, but ​​-18.66% ROE​​ and ​​AMD/NVDA’s snack​**​ just turned believers into BSOD stans .Buy only if you miss debugging legacy code .
$Alphabet(GOOG)$ Trading at ​​$155​​? That’s a ​​“ChatGPT-proof glitch”​​ for a stock with ​​34.79% ROE​​ and cash flows juicier than YouTube’s ad algorithm. ​​Gemini 2.5 Pro​​ and ​​AI tax collectors​​ in Search could turn your Roomba into a Wall Street quant by 2026.Buy before your Chrome browser starts day-trading its way to Alpha Centauri.[Smart][Smart][Smart]
$Intel(INTC)$ 40 targets​ ​like free Windows11 upgrades, with Pan ther Lake CPUs rolling off​ ​Intel7lines​ ​and ​9021​​? That’s a ​​“Trump-proof glitch”​​ for a stock with ​​-18.6% ROE​​ and margins juicier than Buffett’s post-Diet Coke regret.Buy before your Roomba starts filing SEC reports about its AI-induced existential crisis.
$Alphabet(GOOG)$ I just want to say! Forbes: the Google founders saw that - they created Alphabet with the expectation to perhaps use the leverage of an effective culture - a culture that has worked to build diverse businesses from Verily, and Isomorphic, to Waymo, and Wing. The point is - when you bring the best under one umbrella, there is room for magic.[Tongue][Tongue][Tongue]
$Intel(INTC)$ New CEO Lip-Bu Tan’s ​​ninja moves​​—axing 22K jobs and slashing ​​8 management layers​​ to “flatten faster than a wafer”—could turn ​​478B debt​ into a​ ​44B Altera cash grab​​. Even Lina Khan blinked at ​​18A node rollout​​ (because why let reality crash the fab fantasy?)[Smart][Smart][Smart]
$Alphabet(GOOG)$ is the Trump−proof cash printer cruising in a ​1.9T ad-conomy​​—trading at ​​18x P/E​​ (cheaper than a Trump tweet), with ​​YouTube ads yeeting +14% YoY​​ and Cloud revs gobbling ​​$9.6B/quarter​​. Bears whine “AI laggard!” but ​​Gemini 2.0​​ just turned skeptics into Pixel-pushing fanboys, slurping ​​15B monthly queries​[Smile][Smile][Smile]
$Intel(INTC)$ is the sleeping cyborg of semiconductors—trading at ​​PE <10x​​ (cheaper than your ex’s NFT portfolio) while bears scream “AI flop!”. Sure, data center sales (+8% YoY) are a snooze-fest, but ​​Mobileye revs yeeted 83% YoY​​, and Gaudi3’s AI moonshot could turn CPUs into AI cougars by 2025.CEO Tan’s ​​180Bcapexdiet ​is slashing fat faster than acrypto crash—​∗∗​70B in govt candy​​ (Chips Act), ​​18A node​​ on track to outmuscle TSMC’s 2nm by 2026. Bears whine about debt? Bro, ​​$89B cash​​ and ​​136% ROE​​ scream “we’re not dead yet[Great][Great][Great]
$Alphabet(GOOG)$ is one of the most obvious buys in the entire market, trading at a forward P/E ratio of 17x.Over the past 5 years, its operating income has grown by 190%, while its stock price has only increased by 83%.In the long run, stock prices tend to follow earnings…[Sly][Sly][Sly]
$Intel(INTC)$ This might actually be bullish for INTC.Intel’s been pushing hard in GPUs, and at its price point, reviewers are saying performance is there. Stock’s trading at a deep discount.. cutting 20% could boost margins and investor confidence. Sometimes layoffs = leaner, stronger machine.[Grin][Grin][Grin]
$Alphabet(GOOG)$ Gemini’s coding ​​30% of its own homework​​ while cloud revenue yeets ​​28% higher​​—AI infrastructure go brrr. Oh, and iOS 19 might get Gemini pre-installed, making Siri look dumber than a dial-up modem.Trading at ​​165​∗∗​?That’s a BlackFriday deal for​∗∗​225+ targets​​. With ​​90% search dominance​​ and free cash flow juicier than YouTube’s ad algorithm, this cyborg’s reboot is buffering….Buy before your Google Nest starts day-trading.[Great][Great][Great]
$Intel(INTC)$ New CEO Lip-Bu Tan’s slashing ​​20% flab​​, cramming 8 management layers into a Zoom grid, and prepping ​​Panther Lake CPUs​​ to outrun AMD’s homework cheats. Mobileye’s steering ​​170M cars​​, and ​​18A nodes​​ launching in 2025 could make this aging rockstar drop the mic.Trading at ​​0.89x P/B​​ (aka “fire sale with free dividends”), INTC’s a sleeping cyborg—buy before Wall Street realizes it’s not dead, just rebooting.[Grin][Grin][Grin]
$Alphabet(GOOG)$ A lot of X believes this is the most undervalued Mag 7 stock and I agree.Wide-Moat. Good leadership.Great products![Sly][Sly][Sly]Trading below $200​ ?That’s a “buy” signal . With 90% search dominance and Gemini coding 30% of its own homework, this ad-printing cyborg’s just warming up.Buy before your cat videos start generating dividends.[Smart][Smart][Smart]
$Intel(INTC)$ Very high monthly volume. 2,42 billion shares we traded in april, over the half of all outstanding shares. Last time the volume was so high, was in january 2008 and before that in april 1997. [Happy][Happy][Happy]Intel has had several months of bullish catalysts now (and got punished twice for tariffs). Yet, none of those catalysts have been reflected in the stock price. [Smart][Smart][Smart]Coiling hard.
$Alphabet(GOOG)$ Sure, Siri’s still napping, but Google’s Gemini AI is crunching ​​30% of internal code​​ and slashing API costs (DeepSeek who?). Ads? Still a $669B/year ATM, with ​​15B monthly AI Overview users​​ making "Googling" a verb and a retirement plan.Bears scream “Search is dead!”, but the chart’s whispering “​​HODL!​​”—up 18% YTD, eyeing $270.Buy before your cat videos start generating dividends.[Cool][Cool]
$Intel(INTC)$ New CEO Lip-Bu Tan’s slashing 20% flab, cramming 8 management layers into a Zoom grid, and prepping Panther Lake CPUs to outrun $Advanced Micro Devices(AMD)$ ’s homework cheats. With Mobileye steering 170M cars and 18A nodes launching in 2025, this aging rockstar’s mic drop moment is near.Trading at ​​0.89x P/B​​ (aka “fire sale with free dividends”), INTC’s a sleeping cyborg—buy before Wall Street realizes it’s not dead, just rebooting.[Tongue][Tongue][Tongue]

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