$Alphabet(GOOG)$is the AI cash machine on clearance—trading at 17xP/E(cheaper than your 2010 flip phone), Cloud revss printing 28700B buybacks juicing EPS, Gemini slashing AI costs, and a SpaceX moonshot ($8B unrealized gains—thanks, Elon’s fireworks), this ad titan’s AI glow-up is just buffering. Buy before your cat videos start generating dividends.
$Intel(INTC)$Microsoft (MSFT) is the AI over lord you can’t ignore—Azure cloud roaring 3080B "adjustable" capex spree, and $780B cash hoard, this Office tyrant’s AI-fueled rocket’s just refueling. Buy before your laptop starts paying you rent.
$Alphabet(GOOG)$ is printing machine—trading at 17x P/E(half its 10Y average), Cloud revss printing 3060B buybacks juicing EPS, Gemini 2.5 slashing costs, and Wiz deal turbocharging cloud security, this "value stock" is a $217-ticket AI monster. Buy before your search history becomes its training data.
$Intel(INTC)$is the silicon under dog rising—18A chips revving up,78.6B CHIPS Act cash fueling fabs, and Panther Lake AI-PCs promising “AMD who?” vibes. At 0.93x P/B (cheaper than your grandma’s casserole), $100B cost cuts, and IFS spin-off rumors, this phoenix’s rebound arc is loading. Buy before the shorts start panic-buyin shirts.
$Alphabet(GOOG)$$Alphabet(GOOGL)$ Let us see! Google has 95 BBBilion of cash+Tbill. Account receivable is 50 BBBillion. Meaning their customers owe them this 50B. Property like datacentre or prime location office are worth about 185 BBBilonTotal liability 131B.This balance sheet is soooo obscenely perfect that in the accounting sense!!!
$Intel(INTC)$People arriving here for a cheap earnings play. Let me romance you towards the investors side. This company is fundamentally undervalued, the technology of 18A production will be uncontested once it takes hold.
$Alphabet(GOOG)$ is the AI cash flow monster—undervaluedat 17xP/E(3060B buybacks fueling EPS, and Gemini slashing API costs by 40%. YouTube ads up 14%, Cloud revs sprinting 30%, while Search still crushes 90% traffic share. Regulatory storms? Ads are tariff-proof. Buy before AI glasses turn eyeballs into cash registers
$Intel(INTC)$ is the comeback king of silicon—revving up with 18A process ramp, 78.6B CHIPS Act cash, and Panther Lake AI-PC chips poised for 5x AI gains. At 0.93x P/B (cheaper than 2015 lows), $100B cost cuts, and IFS spin-off rumors, this battered chip titan’s rebound script has bullets left. Buy before Apollo buys the dip
$Intel(INTC)$ is the sleeping giant of AI—reviving with 18A process ramp,78.6B CHIPS Act cash, and Panther Lake CPUs boosting AI-PC sales. At 0.91x P/B (cheaper than dial-up modems), $100B cost cuts, and rumors of a foundry spin-off, this chip dinosaur’s reboot is loading… Buy before the CEO fires another 20% of bears.