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 

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(

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

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

$Alphabet(GOOGL)$’s monumental capital injection into AI infrastructure has fundamentally recalibrated its financial strategy, triggering massive movements in its stock price and shifting investor expectations. Between its massive $180–$190 billion total CapEx guidance for 2026 and its unprecedented $80–$85 billion equity raise in June 2026, the company is signaling that the AI build-out requires a different capital structure than its historically cash-hoarding self. I am holding GOOGL for long-term, so I hope GOOGL could go beyond $400 by end of 2026. Buying Opportunity at Sub-$350 Stock Price If you are looking to enter or accumulate Alphabet at sub-$350, the market’s ongoing "CapEx anxiety" might just give you that chance, though the window is

The 2026 U.S. IPO market may not just be reopening. It may be asked to do something much harder: price three of the most important private-market stories in the world. SpaceX is the infrastructure bet. OpenAI is the gateway bet. Anthropic is the enterprise workflow bet. They are not ordinary tech companies, nor are they just another wave of short-term excitement in the IPO market. Together, they may mark the first time public markets are being asked to price, all at once, the defining themes of the next decade: the Space Age, the AGI Age, and the Enterprise Intelligence Age. But from an investment perspective, the bigger the company, the more dangerous it is to ask only one question: “Is it great?” A great company and a great investment are always separated by one thing: price. The real qu

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

The $5 billion joint venture between $Blackstone Group LP(BX)$ Blackstone and $Alphabet(GOOGL)$ Google is a major development in the AI infrastructure landscape. The deal structure—bringing together the world’s largest private data center owner and Alphabet's custom silicon—directly targets the core bottlenecks of the AI era: capital, power, and chip availability. Here is a breakdown of what Google stands to gain, how this shifts the AI narrative, and what it means for hyper-scale CapEx moving forward. I have Google in my long term technology portfolio, and I have been using Google Cloud and AI products over the past 10 years, and have seen how it have grown to a better platform, to getting Google certific

*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

A 3.8% drop alone would not be enough for me to change my view on Alphabet. The key issue is whether the market believes AI capex is creating long-term value faster than it is consuming capital. If Alphabet can maintain strong growth in Search, Cloud, YouTube and AI services, a temporary increase in spending is easier to justify. What matters more than the share issuance headline is: Whether AI revenue growth accelerates. Whether Google Cloud margins remain healthy. Whether Gemini and AI-powered Search monetise successfully. Whether capex growth eventually slows relative to revenue growth. For a long-term investor, I would become increasingly interested if the pullback expanded into the 10-15% range from recent highs, assuming fundamentals remained intact. At that point, sentiment may be p

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ needs $80 billion in funding for its AI project, causing its stock price to plummet in after-hours trading. Warren Buffett remains silent, and Berkshire Hathaway has stepped in. • The plan includes a $30 billion underwritten offering and a $40 billion at-the-market offering to raise funds in tranches. • $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ will invest $10 billion through a private placement, with the funds allocated to purchasing Class A and Class C shares. • The funds raised will be used for general corporate purposes, including expanding AI computing power and gl

This joint venture between Google and Blackstone is a brilliant, highly defensive move for Google, and an aggressive land grab for Blackstone. Looking past the massive headline numbers, this deal changes the playing field for AI infrastructure in three critical ways: 1. The Weaponization of the TPU (Challenging Nvidia) Up until now, if an AI developer wanted to use Google’s highly efficient Tensor Processing Units (TPUs) to train a large model, they had to build their stack inside Google Cloud Platform (GCP). By unlocking TPUs for a third-party "neocloud" venture, Google is essentially treating its custom silicon as a standalone commercial product. This provides a massive pressure valve for the industry's severe Nvidia GPU shortage. TPUs are famously cost-efficient for AI inference and tra

My View: Google is no longer “just” an AI model company — it’s becoming a full-stack AI infrastructure platform The combination of: 1. aggressive consumer AI rollout at Google I/O, and 2. the new Blackstone + Google $5B AI infrastructure venture …tells me the market is underestimating how serious Google is about monetizing AI beyond ads. The key shift: • 2023–2024 = “Who has the best model?” • 2025–2026 = “Who owns the compute + distribution + enterprise rails?” Google may now be the only player with: • Search distribution, • Android ecosystem, • Gemini models, • TPUs, • hyperscale cloud, • and now institutional capital backing AI compute expansion. ─── 3 Takeaways 1) Google is moving from AI products → AI utility infrastructure The Blackstone deal matters more than people think. Blackston