$Alphabet(GOOGL)$ $Alphabet(GOOG)$ The company has had nothing but good news lately apart from Gemini. So it feels like Gemini is the main weight here. If Gemini 4 lands later this year, I think this could eventually take off. Or maybe 3.5 Pro surprises everyone with what it can do… possibly this week… hopefully this week.
The cloud market growth projection really stands out to me — from roughly $432B in 2026 to around $890B by 2028. That's more than double in just two years, with AI driving a huge chunk of the new infrastructure demand. Estimated share for 2028: $Amazon.com(AMZN)$ — roughly 33% $Alphabet(GOOGL)$ — roughly 28% $Microsoft(MSFT)$ — roughly 27% $Oracle(ORCL)$ — roughly 11% The headline growth is one thing, but what I'm more focused on is who actually manages to convert all that AI spending into real revenue and earnings down the line. I've been tracking some names, setups, and themes that are on my ra
$Microsoft(MSFT)$ Still on track for a run at $550 ATHs by Q3/EOY, from where I stand. But this week's candle closed almost entirely above the upper Bollinger Band at $476, which looks stretched. I'm expecting a pullback back inside the bands before this continues higher.
$Alphabet(GOOG)$ SentinelOne is still putting up 20-25% revenue growth, debt-free, with $812M in cash. Oppenheimer estimates its Anthropic equity stake at $250-300M. From a tech standpoint, it looks ahead of Microsoft, CrowdStrike, and Palo Alto Networks, and it's trading at the lowest price-to-sales multiple in the cybersecurity space.
$Alphabet(GOOG)$ Thanks to the recent performance of Google and Amazon, my gains over the past 6 trading sessions have already exceeded what I used to make in a full year working a regular job. I never expected to see more money coming in during retirement than when I was actually employed. It's been way more fulfilling than I ever thought it would be.
$Alphabet(GOOG)$ 10x revenue as a market cap benchmark tends to be a relatively safe comparison for stability. A stock growing at 20% quarterly, at least based on that framework, seems to justify a market cap around 4.6T for GOOGL, which would put the stock somewhere near $460.
$Alphabet(GOOG)$ Just a reality check here. Warren Buffett holds tens of billions in GOOG. That alone is worth more attention than what some broke, uneducated internet troll has to say.
$Alphabet(GOOG)$ I've been thinking about how AI could actually help someone like me, a 78-year-old dealing with a lot of medical issues. Google has already sorted out quite a few of my medical dilemmas. Not everyone has easy access to a major medical center, and I happen to be in a rural area. My five different specialists are spread out roughly 75 miles in every direction, and each one seems to know only a small piece of what the others know — emphasis on very little. Coordinating care used to involve doctors calling each other, but that's faded as specialists have moved, retired, or been absorbed into large hospital groups. Younger doctors often don't study the specific expertise my conditions require. I hav
$Salesforce.com(CRM)$ $Microsoft(MSFT)$ ServiceNow ($ServiceNow(NOW)$ ) is shaping up to be one of the more interesting setups in software. Revenue keeps growing, AI adoption is accelerating, free cash flow is surging, and the company continues to land major enterprise and government contracts. Management is buying back shares and reducing the float, while Bill McDermott and other executives have largely stepped away from stock sales — which feels like a strong vote of confidence in the future. At the same time, millions of shares remain sold short. If NOW keeps executing, beats expectations, announces new AI initiativ
$Amazon.com(AMZN)$ AMZN is up 13.44%. Curious to see if it can add more from here, similar to how MSFT moved today. Meanwhile, GOOGL and ORCL seem to be getting a free ride on the session. QQQ is also part of the picture.