The divergence we are seeing between Google (Alphabet) $Alphabet(GOOGL)$ $Alphabet(GOOG)$ and the broader semiconductor sector highlights a massive shift in how the market views the AI food chain. When chip stocks face "carnage" due to cyclical fears, capacity constraints, or valuation corrections, Google is increasingly viewed as a structural safe haven. Safe Haven or Core Moat? It is a mix of both, but the core moat is what enables the safe-haven status. Berkshire Hathaway’s massive $10 billion private placement anchoring an $80+ billion equity raise—spearheaded by new CEO Greg Abel—is the ultimate institutional stamp of approval. Why are they hiding out in Google while chipmakers bleed? Insulation fro

$Alphabet(GOOG)$  go buy Google, this one hor can confirm win one[Cool]  

Buy buy buy...investing for supermarket run next year

Thank you very much much appreciated 

🥰positive but limited

$GOOG$  google always wins up just little rest huh 

*Google Stays Strong Amid Chip Carnage: New AI Safe Haven?* While chip stocks like Micron fell on order-cut fears, Google/Alphabet stayed stable. Why? Google doesn’t just sell chips - it sells AI services: Search, Cloud, YouTube ads. *Example*: If NVIDIA drops 10% due to fear, Google might drop 2% because investors trust its AI profits are already flowing in. Buffett’s $10B bet on AI software over chip hardware shows this idea: buy the “picks and shovels users”, not just the “shovel makers”. Less risky in chip cycles, but still not “safe”. No stock is.

$Alphabet(GOOGL)$  now it's AI time and Google is bullish. Forward PE looks reasonable. Compare to$Apple(AAPL)$  it's more reasonable

Yes, I’d rotate some capital from crowded AI hardware into cloud/software, but not abandon chips completely. The cleanest setup is GOOG: it has cloud acceleration, AI deployment, Search monetisation, and still trades cheaper than the quality of its assets suggests. MSFT is the safer fortress, AMZN is the AWS recovery play, and ORCL is the higher-beta infrastructure bet. I’d buy GOOG on pullbacks first, then MSFT/AMZN, while keeping chip exposure smaller and more selective. #GOOG #GOOGL #MSFT #AMZN #AI #Cloud #GoogleCloud #TechStocks

*Alphabet Surges Against the Tide: Who’s Undervalued in Cloud?* ☁️ While most tech sold off, $GOOGL/Google Cloud popped. GCP growth beat expectations again and investors finally stopped treating it like “the 3rd place cloud”. So now everyone’s asking: if Alphabet is surging, who’s still undervalued in cloud? *1. $MSFT Azure* Microsoft Cloud isn’t sexy, but it prints cash. Azure + AI integration with Copilot is sticky with enterprises. Market sees it as “expensive but safe”. If GCP can rerate higher, Azure should too. Still trades cheaper than its growth vs AWS. *2. $AMZN AWS* AWS is the cash cow funding everything at Amazon. Growth slowed, but margins are expanding and AI inference workloads are coming back to AWS. Market’s punishing AMZN for retail, not cloud. At these levels you’re basic

The Smart Investor's Guide: Why Google is a Safe Choice After the Market Drop 🌟🌟🌟$Alphabet(GOOG)$  Alphabet is like a fortress for your money, trading around USD 365.76 per share after a big drop across the US stockmarket on Friday June 5 2026. When the stock market drops, many new investors panic.  But professional investors look at it as a clearance scale.  This drop means you can buy a piece of a massive, successful company at a discount.  In fact Wall Street analysts think that Google is worth much more, setting an average target price of USD 410, with some expecting it to go as high as USD 510. Why is Berkshire Hathaway Is Buying Google? $Berkshire Hathaway(

$Microsoft(MSFT)$   Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. If you truly believe that MSFT is an ecosystem that people just can't replace, that they have an instrinsic value that will grow overtime, they have a business moat that will ensure they stay competitive for the long run, then now is perhaps a good time to add on some positions.  @PawsAndProfit - Specialist in combining FA and TA for options selling and swing trading.

The macro narrative shifted dramatically on Friday, June 5, 2026. Tech took a massive hit (with the Nasdaq sliding 4.2% and the S&P 500 dropping 2.6%) following a red-hot nonfarm payrolls report that saw 172,000 jobs added in May—doubling consensus expectations. This hot data pushed chances of a Fed interest rate hike this year up to roughly 57%, completely flipping the previous script of anticipated cuts. When duration-sensitive mega-caps face a double-barreled threat of rising yields and hawkish policy, separating short-term panic from long-term value is critical. Finding Undervalued Stocks in Cloud When the broader tech sector gets crushed due to rising interest rates, multiple-expansion reverses, hitting the highest-flying names first. Right now, "undervalued" depends on your horiz

The AI capital expenditures race just reached a stunning, jaw-dropping milestone. As highlighted in image_12.png, Alphabet (GOOGL) fell 3.81% following its monumental announcement to issue up to $80 billion in new shares to fund its aggressive AI infrastructure ambitions.  This historic move—representing the largest secondary equity fundraising plan in tech history—has cast a harsh spotlight on a growing tension: hyperscalers are racing to secure compute at any cost, yet Alphabet is choosing to tap equity dilution rather than relying strictly on free cash flow to finance the push. This has prompted a wave of investors to rapidly reassess the delicate balance between aggressive AI spending and immediate shareholder returns.  The CapEx Funding Pivot (The [IDEA] Angle): The prompt i

Like me, if you are also wondering why $Alphabet(GOOG)$ is falling and falling hard all of a sudden, I managed to track down the root cause. What happened was on 02 Jun 2026, GOOG announced a historic $80 billion equity fundraising plan to fuel its massive artificial intelligence (AI) expansion, a move that highlights the immense capital demands of the ongoing AI arms race. (see below) The initiative represents the largest equity fundraising ever recorded, surpassing the capital raised by the world's 3 largest initial public offerings (IPOs) combined: Saudi Aramco ($25.6 billion in 2019). Alibaba ($21.8 billion in 2014). SoftBank ($21.3 billion in 2018). GOOG’s Structure & Financial mechanisms. Alphabet's capital-raising strategy utilizes a mu

🩷Good