$Oracle(ORCL)$ Earnings revisions for the major hyperscalers $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ ORCL. Looking at the chart, when there's a significant gap with the white revision line trending higher while the blue price line trends lower, that's often a point to consider. There are no guarantees, but it seems like one of the higher-probability setups out there.
$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie Clean Energy and its partner $Hewlett Packard Enterprise(HPE)$ are in the final assembly stage for their CETO wave energy unit's Power Take-Off modules. This work is happening at a global SKF manufacturing facility in Germany. SKF is known for its super-precision bearings and components used in demanding sectors like machine tools and robotics. Final assembly in Spain is targeted for October 2026.
$Meta Platforms, Inc.(META)$ Beyond the cloud "compute" investment that's apparently meant to be rented or sold for a profit, did those shorting the stock forget that META is set this year to overtake the 20+ year king $Alphabet(GOOG)$ in annual ad revenue? That's what I find more impressive. Jensen even said it – META uses AI better than any company in the world.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ According to Sundai, hardware is the bottleneck for compute demand. I'll see all you bears at the next earnings release. When Google's data center investment pays off. Until then, I keep buying on dips and don't over-leverage.
$Alphabet(GOOG)$ I find the AI investment opportunities to be fairly straightforward and plentiful. Follow the capital expenditure trail—whoever the hyperscalers are paying, those recipients are the winners. Diversification is key.
$Alphabet(GOOG)$ General AI concerns are temporary and natural. Humans are wary of change and want to see to believe. Patient investors will be rewarded handsomely, as always. GOOGL is on sale, as is MSFT and the others. There's no way AI can build replacements for operating systems, cloud OS, or office software that are deeply integrated into cross-company supply chains anytime soon.
$NVIDIA(NVDA)$ $SpaceX(SPCX)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ If it helps, my top picks during this dip are Nvidia, SpaceX, Amazon, Google, Palantir (maybe???) and Berkshire if you can get in below $486. Sort of in that order. McDonald's is interesting around these 52-week lows. The internet keeps complaining about the price hikes, but I agree with it. Pricing out the EBT crowd has actually improved the ambiance, and the app still offers decent value for anyone with a decent credit score.