To The Moon

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 AIPower 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

$Alphabet(GOOGL)$   This is a strong stock at the moment. Dark clouds have gone to $Microsoft(MSFT)$   Strong earnings, and because capex 2026 will double, after hours drop 2%. At this level, Google is a hold. There's still a little upside but hard to buy at these valuation when you have shares already.

Think Google can close above $340 with its full-stack AI advantage.

Analysts are optimistic that Google will continue to grow earnings and revenue, with particular strength in search ads, cloud, and AI initiatives — but stock reactions can still swing on guidance and execution, not just numbers.

I pick Alphabet Goggle. Germini doing well in AI. I believe in them

I agree that Amazon might be the surprise here. Both are great companies though

Alphabet vs Amazon: whose earnings best prove AI monetisation? Alphabet Alphabet’s proof point is Search + Cloud. If Gemini features lift ad yield and engagement without compressing margins, and Google Cloud shows faster growth with improving operating margins, that is direct evidence AI is monetising at scale. Risk: high AI capex diluting margins if revenue lift lags. Amazon Amazon’s test is AWS. Clear signs that AI workloads are driving reacceleration in AWS growth and margin expansion would validate monetisation more cleanly. Enterprise contracts, higher attach rates, and operating leverage make AI revenue easier to attribute. Verdict • Cleaner AI monetisation signal: Amazon (AWS is a paid, usage-driven platform). • Bigger strategic payoff if it lands: Alphabet (AI defending Search mar

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Here are the major developments around Alphabet Inc. ahead of its earnings release on 4 February 2026, focusing squarely on your questions about AI momentum, Google Cloud, and competitive pressures on margins. The consensus view heading into the print reflects strong fundamentals mixed with heightened expectations and execution risk.  Can AI Momentum Meaningfully Reaccelerate Google Cloud Growth This Quarter? Yes — but with important caveats. • AI-driven demand is supporting robust Google Cloud expansion. Consensus estimates before the earnings release project ~34 – 36 per cent year-on-year Cloud revenue growth in Q4, with approximately $16 billion in sales, signalling continued acceleration. This is notable given the hyper-competitive landscape against AWS and Azure.  • Cloud ba

I’m leaning toward $Alphabet(GOOGL)$ this week, as it’s clearly moving into the harvest phase of AI rather than just telling the story. Gemini 3.0 driving higher Search conversion is exactly what the market wants, and a re-acceleration in Search growth gives earnings a very direct boost. At the same time, GCP looks structurally stronger. Self-developed TPUs are lowering costs, while large deals like Anthropic support both scale and margins. The Apple AI partnership remains a strong validation of Google’s full-stack capabilities, even if valuation concerns linger. By comparison, I’m more cautious on $Amazon.com(AMZN)$ in the near term. Elevated inventory and expected margin pullback still pose risks,

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$Google (GOOG) $Will be onFebruary 4thpublishFourth Quarter Fiscal 2025 Earnings。 Against the background of the recovery of advertising demand and the accelerated growth of cloud business, the market generally expects the company's performance this quarter to maintain a steady expansion trend. From the perspective of core financial indicators, the market consensus expects revenue for this quarter to be approximatelyAround $110 billion, year-on-year growth of approximately15%； Earnings per share (EPS) are expected to be inAround $2.6。 Search advertising is still the pillar of revenue. Benefiting from AI technology to improve advertising conversion efficiency, related businesses are expected to continue double-digit growth; YouTube advertising revenue

$Alphabet(GOOG)$ FTW as it is a better AI company.

With AI momentum, Google cloud growth looks promising.

alphabet investment in space and Gemini AI will pay off.

I go for Alphabet … based on chart. 😂 @MHh @melson @Universe宇宙 @rL

Replying to @1PC:Great mind thinks alike! [ShakeHands]//@1PC:I close my eyes 👀. Alphabet 💪📈 @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @koolgal @Shyon @DiAngel

I feel Amazon have better result due to it strong company background

$Alphabet(GOOG)$ just because I thought I'd read some unfavourable news about $Amazon.com(AMZN)$ with layoffs (which can be a good thing for profits I know), and a couple other sidenotes. Tipping Google for the longer term home run with it's new partnership/s etc. and already earned reputation.

🌟🌟🌟 Alphabet $Alphabet(GOOG)$ vs Amazon $Amazon.com(AMZN)$ Who will win? The competition between the 2 "A"s in Mag 7 is one focused on margins & monetisation. Alphabet has a tactical advantage as an "AI first" company.  It has a 32% net profit margins and a large cash reserve, allowing it to innovate. Amazon is the leader in infrastructure but its more than USD 400 billion capex for AWS & logistics is affecting its free cash flow, which dropped 69% recently. Alphabet can turn Gemini AI into advertising revenue.  Amazon must show that its spending won't reduce profits. The Verdict Alphabet has superior margins while Amazon is building a large logistics & cloud empire that is expen

Amazon for me as it always performs better than I expected.

$Google (GOOG) $Will be onFebruary 4thpublishFourth Quarter Fiscal 2025 Earnings。 Against the background of the recovery of advertising demand and the accelerated growth of cloud business, the market generally expects the company's performance this quarter to maintain a steady expansion trend. From the perspective of core financial indicators, the market consensus expects revenue for this quarter to be approximatelyAround $110 billion, year-on-year growth of approximately15%； Earnings per share (EPS) are expected to be inAround $2.6。 Search advertising is still the pillar of revenue. Benefiting from AI technology to improve advertising conversion efficiency, related businesses are expected to continue double-digit growth; YouTube advertising revenue

Here are the major developments around Alphabet Inc. ahead of its earnings release on 4 February 2026, focusing squarely on your questions about AI momentum, Google Cloud, and competitive pressures on margins. The consensus view heading into the print reflects strong fundamentals mixed with heightened expectations and execution risk.  Can AI Momentum Meaningfully Reaccelerate Google Cloud Growth This Quarter? Yes — but with important caveats. • AI-driven demand is supporting robust Google Cloud expansion. Consensus estimates before the earnings release project ~34 – 36 per cent year-on-year Cloud revenue growth in Q4, with approximately $16 billion in sales, signalling continued acceleration. This is notable given the hyper-competitive landscape against AWS and Azure.  • Cloud ba

$Alphabet(GOOGL)$   This is a strong stock at the moment. Dark clouds have gone to $Microsoft(MSFT)$   Strong earnings, and because capex 2026 will double, after hours drop 2%. At this level, Google is a hold. There's still a little upside but hard to buy at these valuation when you have shares already.

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 AIPower 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

I’m leaning toward $Alphabet(GOOGL)$ this week, as it’s clearly moving into the harvest phase of AI rather than just telling the story. Gemini 3.0 driving higher Search conversion is exactly what the market wants, and a re-acceleration in Search growth gives earnings a very direct boost. At the same time, GCP looks structurally stronger. Self-developed TPUs are lowering costs, while large deals like Anthropic support both scale and margins. The Apple AI partnership remains a strong validation of Google’s full-stack capabilities, even if valuation concerns linger. By comparison, I’m more cautious on $Amazon.com(AMZN)$ in the near term. Elevated inventory and expected margin pullback still pose risks,

Alphabet vs Amazon: whose earnings best prove AI monetisation? Alphabet Alphabet’s proof point is Search + Cloud. If Gemini features lift ad yield and engagement without compressing margins, and Google Cloud shows faster growth with improving operating margins, that is direct evidence AI is monetising at scale. Risk: high AI capex diluting margins if revenue lift lags. Amazon Amazon’s test is AWS. Clear signs that AI workloads are driving reacceleration in AWS growth and margin expansion would validate monetisation more cleanly. Enterprise contracts, higher attach rates, and operating leverage make AI revenue easier to attribute. Verdict • Cleaner AI monetisation signal: Amazon (AWS is a paid, usage-driven platform). • Bigger strategic payoff if it lands: Alphabet (AI defending Search mar

Analysts are optimistic that Google will continue to grow earnings and revenue, with particular strength in search ads, cloud, and AI initiatives — but stock reactions can still swing on guidance and execution, not just numbers.

Think Google can close above $340 with its full-stack AI advantage.

🧠 After Alphabet Hits $4T — Can Earnings Defend the AI Re-Rating? Alphabet has officially crossed the $4 trillion market cap, cementing its place as the world’s #2 most valuable company after Nvidia. This move wasn’t driven by ads alone — it was powered by a renewed belief that Alphabet is no longer “late” to AI, but quietly building one of the deepest AI stacks in the market 🤖🔥 With earnings on Feb 4, expectations are elevated — and so is execution risk. ⸻ 📊 What Wall Street Is Pricing In Consensus expectations • EPS: $2.64 (+23% YoY) • Revenue: $111.3B (+16% YoY) • Key focus: Google Cloud growth + AI monetization signals At $4T, Alphabet is no longer trading on potential. It’s trading on proof. ⸻ 1️⃣ Google Cloud: Is AI Finally Creating an Inflection? ☁️🤖 Google Cloud is the clearest mon

$Alphabet(GOOGL)$ is scheduled to report its fiscal Q4 2025 earnings on Wednesday, February 4, 2026, after the market close. Heading into the report, the stock has been a standout performer, rallying nearly 70% over the past year and recently hitting record highs near $340. Here is a breakdown of what to expect, the key metrics to watch, and how Alphabet stacks up against AMD in the AI race. Consensus Expectations (Q4 2025) Wall Street has high expectations for Alphabet, driven by the rollout of Gemini 3 and strong Cloud adoption. *Note: Range reflects differences in "Net Revenue" vs. "Total Revenue" reporting across analyst models. Alphabet’s fiscal Q3 2025 earnings, reported in late October 2025, marked a historic turning point for the company.

This week, two tech giants are stepping into the earnings spotlight: $Alphabet(GOOG)$ and $Amazon.com(AMZN)$ . One is an AI-fueled advertising and cloud powerhouse, the other a cash machine running on e-commerce, AWS, and retail media. Both will report Q4 results — but only one may win Wall Street’s favor. 📊 Earnings Preview $Alphabet(GOOG)$ (Reports after market close, Feb 4) Estimated Q4 revenue: $111.4B (+15.3% YoY) Estimated EPS: $2.63 (+23.7% YoY) Key focus: AI-powered ad growth (Search + YouTube), Google Cloud margin expansion, Gemini model rollout, TPU chip commercialization. 📞 Earnings call: Feb 5, 5:30 AM SGT →

I pick Alphabet Goggle. Germini doing well in AI. I believe in them

I agree that Amazon might be the surprise here. Both are great companies though

Find out more here:Join me now via Tiger Trade! Open and fund an account with my invitation code and we could each get up to NZD 150 in vouchers*

I’m newbie . What platform apps are you using ?

$Alphabet(GOOG)$ FTW as it is a better AI company.

With AI momentum, Google cloud growth looks promising.

Replying to @1PC:Great mind thinks alike! [ShakeHands]//@1PC:I close my eyes 👀. Alphabet 💪📈 @JC888 @Barcode @Shernice軒嬣 2000 @Aqa @koolgal @Shyon @DiAngel

alphabet investment in space and Gemini AI will pay off.

I go for Alphabet … based on chart. 😂 @MHh @melson @Universe宇宙 @rL