To The Moon

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

$Meta Platforms, Inc.(META)$ (Morgan Stanley Overweight, target price $775 (new)) Meta Platforms (META) — this forward-looking strategy research report was published on June 2, 2026. Morgan Stanley named META its Top Pick, with a target price of 775, implying roughly ~30% upside versus the current price of 600.47 📈 Closed up at 622.98 (+4.2%, previous close 597.63) The market currently assigns META roughly a 30% valuation discount relative to $Alphabet(GOOGL)$ (NTM P/E discount of about -8.7x, deviating nearly 2 standard deviations from the historical average of -0.4x). Morgan Stanley believes this discount severely underestimates the moat the company is building.

Cathie Wood Just Bet $95.6M on Google — Here's Why "Error Tolerance" Matters More Than the AI Hype Key Takeaway: On June 3, ARK Invest sold $40.6M of $Advanced Micro Devices(AMD)$ while snapping up $95.6M in $Alphabet(GOOG)$ , alongside smaller buys in $Meta Platforms, Inc.(META)$ and $Alibaba(BABA)$ . This is one of Wood's largest GOOGL purchases in recent months. Why Is "Woody" Loading Up on Google Now? 1. The Pivot: From "AI Shovels" to "AI Platforms" Cathie Wood has been executing a clear strategy this year: "Sell the阶段性成果, buy the future seeds." Since April, she has consistently trimmed chip "shovel" plays like AMD

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ 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

Corporate capital allocation typically relies on cash reserves or debt financing to preserve shareholder concentration. Choosing an equity offering instead surfaces unique strategic signals:

$Alphabet(GOOGL)$’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

Sure win, faster bet on it

Wow, the next big thing

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 will have a short term impact on share value due to dilution of shares but it will recover and bounce back as the business arrangements have been nicely tied up with key players in AI.

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

$Alphabet(GOOG)$  last 2 weeks institutions were selling and retail buying and now opposit 

CEO $NVIDIA(NVDA)$ Jensen Huang says the market got it wrong on software stocks. This is CHEATSHEET for what Jensen wants you to buy right now: 1. $ServiceNow(NOW)$ — ServiceNow "We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow." → Named enterprise AI toolkit partner 2. $Micron Technology(MU)$ — Micron "HBM4 memory from Micron, SK Hynix and Samsung." → Only US-listed HBM4 supplier for Vera Rubin 3. $Taiwan Semiconductor Manufacturing(TSM)$ — TSMC "It starts with TSMC. The seven new chips that make up Vera Rubin take shape through hundreds of processing steps. 3 nanometer process." → Sole manufactur

$Alphabet(GOOG)$ holding long term

$Alphabet(GOOG)$ Great earning 

op stock frfr !!!!!!!!!!!!!

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

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

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

$Alphabet(GOOGL)$’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

Cathie Wood Just Bet $95.6M on Google — Here's Why "Error Tolerance" Matters More Than the AI Hype Key Takeaway: On June 3, ARK Invest sold $40.6M of $Advanced Micro Devices(AMD)$ while snapping up $95.6M in $Alphabet(GOOG)$ , alongside smaller buys in $Meta Platforms, Inc.(META)$ and $Alibaba(BABA)$ . This is one of Wood's largest GOOGL purchases in recent months. Why Is "Woody" Loading Up on Google Now? 1. The Pivot: From "AI Shovels" to "AI Platforms" Cathie Wood has been executing a clear strategy this year: "Sell the阶段性成果, buy the future seeds." Since April, she has consistently trimmed chip "shovel" plays like AMD

$Meta Platforms, Inc.(META)$ (Morgan Stanley Overweight, target price $775 (new)) Meta Platforms (META) — this forward-looking strategy research report was published on June 2, 2026. Morgan Stanley named META its Top Pick, with a target price of 775, implying roughly ~30% upside versus the current price of 600.47 📈 Closed up at 622.98 (+4.2%, previous close 597.63) The market currently assigns META roughly a 30% valuation discount relative to $Alphabet(GOOGL)$ (NTM P/E discount of about -8.7x, deviating nearly 2 standard deviations from the historical average of -0.4x). Morgan Stanley believes this discount severely underestimates the moat the company is building.

🩷Good

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ 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

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

Corporate capital allocation typically relies on cash reserves or debt financing to preserve shareholder concentration. Choosing an equity offering instead surfaces unique strategic signals:

CEO $NVIDIA(NVDA)$ Jensen Huang says the market got it wrong on software stocks. This is CHEATSHEET for what Jensen wants you to buy right now: 1. $ServiceNow(NOW)$ — ServiceNow "We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow." → Named enterprise AI toolkit partner 2. $Micron Technology(MU)$ — Micron "HBM4 memory from Micron, SK Hynix and Samsung." → Only US-listed HBM4 supplier for Vera Rubin 3. $Taiwan Semiconductor Manufacturing(TSM)$ — TSMC "It starts with TSMC. The seven new chips that make up Vera Rubin take shape through hundreds of processing steps. 3 nanometer process." → Sole manufactur

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

Sure win, faster bet on it

Wow, the next big thing

Alphabet will have a short term impact on share value due to dilution of shares but it will recover and bounce back as the business arrangements have been nicely tied up with key players in AI.

$Alphabet(GOOG)$  last 2 weeks institutions were selling and retail buying and now opposit 

$Alphabet(GOOG)$ holding long term

$Alphabet(GOOG)$ Great earning 

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

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

$ProShares UltraPro QQQ(TQQQ)$  AI的連鎖效應將加快TQQQ上升步伐 世間沒有無緣無故的愛，亦沒有莫名其妙的恨. AI一方面為大眾帶來娛樂與生活便利，與此同時亦帶來莫大威脅，甚至直接搶走人類飯碗。倘若不幸成為被 AI 取代的受害者，就不得不急急另覓出路；就算暫時幸運倖存、未被裁員，亦必須加快步伐裝備自己，不斷進修自我增值。將來一旦有什麼冬瓜豆腐，都可以有一技傍身、自保不失。這並非危言聳聽，而是此刻正在發生的真實事件。 正正因為AI滲透力極強、影響層面極廣，大家都見到，近來儲存晶片相關廠商股價漲勢不停，背後全由AI人工智能帶動。不知不覺間，AI發展早已滲透地球每一個角落，大眾日常的吃喝玩樂、生活起居，無一不與AI息息相關，AI儼然已成為社會生活不可或缺的一部分。 隨著AI發展速度遠超市場想像，相關儲存類產品持續出現供不應求的局面。企業老闆賺得盆滿缽滿之餘，心底亦不免暗自慨嘆：早知市場需求如此龐大，當初就應該提早擴產，方能賺得更多。經歷今次供需失衡的教訓，**美光、希捷、西部数据**等各大廠商紛紛啟動產能擴張計劃，全力追趕市場需求。 而人工智能牽動的產業，又豈止儲存板塊。作為AI運作「大腦」的半導體晶片行業，同樣迎來格局重組與顛覆。**納指100成分股中，AI晶片龍頭輩出：輝達(NVDA)一馬當先， AMD緊追其後，博通(AVGO)坐擁高速互連晶片，英特爾(INTC)重整陣地，應用材料(AMAT)、拉姆研究(LRCX)、科磊(KLAC)、阿斯麦(ASML)把持設備要衝**，整條鏈條無一不在AI浪潮下全速運轉。過往那種幾年繁榮、幾年低迷的傳統行業週期，已逐漸失去參考意義。皆因全球AI應用全面落地、全民AI時代來臨，產業鏈24小時不停運轉，市場格局瞬息萬變

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