To The Moon

 Gil Luria,DA Davidson,estimates that if Alphabet can seriously advance external sales of TPUs, it could occupy 20% of the AI chip market in the next few years, making it a business of about $900 billion. Morgan Stanley analyst Brian Nowak also observed a "budding TPU sales strategy" . He cited predictions from Asia Semiconductor analysts that TPU purchases are expected to reach 5 million tablets in 2027, about 67% higher than previously expected; and 7 million tablets in 2028, up 120% higher than previously expected. Nowak wrote in a report to customers on December 1, that although most of the demand may come from Alphabet's own use and the Google Cloud platform, it also "reveals the potential of Alphabet to sell more TPUs." According to Morgan Stanley estimates, each 500,000 TPU sol

Google Sees $12M Bearish Put Sweep as Stock Hits Recent Highs $Alphabet(GOOG)$   shares have continued to strengthen, rising rapidly from $285.6 on November 17 to around $320 today—an increase of nearly 12% in just two and a half weeks, making it one of the strongest performers among mega-cap tech stocks. However, just as the stock reached a short-term high and sentiment appeared stretched, the options market saw two rare and clearly directional Put Sweeps, signaling that some institutional investors have begun positioning for short-term downside risk at elevated levels. $12.11 Million in Bearish Premium Signals Short-Term Pullback Expectations Intraday, large orders aggressively swept the Jan. 9, 2026 / $3

After Google launched the new generation of AI Gemini 3, the stock price rose day after day, from $285 to 325 yuan. The reason is not only that Gemini 3's ability to generate pictures and small games is epoch-making, but also its TPU threatens Nvidia's exclusive status of "AI selling shovels" may quietly dig another channel in Nvidia's moat. Selling shovels under the tide of gold is the most sta

Google AI Gemini soaring, giving jitters to OpenAI ChatGPT

Is google rally coming to an end, will there be a pullback before the rally pick up again in Jan 2026? or shall we sell into the hype? There is no guarantee what Alphabet (parent of Google) stock will do. But in this article I would like to share and walk through what analysts and recent events suggest, and where a “pullback-then-rally-again” scenario might make sense (or why it could keep going). — but I can walk you through what analysts and recent events suggest, and where a “pullback-then-rally-again” scenario might make sense (or why it could keep going). What Argues For The Rally Continuing Into 2026 Strong fundamentals: Alphabet recently reported record earnings: growth across Search, ads, cloud and AI businesses — including solid gains in its cloud segment and broader AI monetizati

Wish I can buy some in the past.. [Smile]  

Yes, I think Google is poised for further growth in 2026, as it keep developing more AI solutions in it's products and services.  I believe the  Gemini app will be more sophisticated and will be the AI  tool that consumers turn to when it become more widely adopted in the Android mobile phone and desktop OS.

For investors looking at Q4 2025, $Alphabet(GOOG)$ has emerged as a unique dual-threat: It is a defensive "survivor" in a potential market downturn. And an offensive growth leader predicted to eclipse $Apple(AAPL)$ in value by 2026. According to Nasdaq & MarketWatch, below are reasons why GOOG is the "smart money" investment: 1. "Survivor" Theory : AI Apocalypse’s Resilience. While fears of an AI bubble bursting have recently led to market volatility, GOOG has been identified as one of two "Magnificent Seven" stocks (the other being MSFT), capable of being the "strongest” survivors of an AI apocalypse. Safety in Chaos: GOOG has proven it can "dodge” the worst of corrections and even thrive if the AI h

Go,$Alphabet(GOOG)$  go! 4T is waiting!!

That headline is mostly clickbait . While Google's new cloud deal is positive, its extremely unlikely for Alphabet to reach a $4 trillion market cap in just three months. The company is currently around the $2.3-$2.5T range, meaning it would need a massive and historically rare 60-70% surge in a short period, something even big tech companies almost never achieve. Google has long-term potential to reach $4T as AI, Cloud, and advertising continue to grow, but hitting it within a few months would require flawless execution and a huge shift in market sentiment.

It depends on the AI race between NVDA & GOOG 

Your question gets to one of the core debates in tech / big-cap investing right now. The recent NATO Communications and Information Agency (NCIA) contract for Google Distributed Cloud (GDC) offers a useful lens — but the verdict on whether the market is truly “winner-takes-all” remains mixed. Below is how I see the situation — and where I lean for Alphabet / Google Cloud (Google) from here. ✅ Why this deal suggests strong competitive advantage for Google The deal with NATO — described as multi-million-dollar, sovereign-cloud and air-gapped — shows Google Cloud is evolving beyond commodity hosting. It’s competing in highly sensitive, security-conscious environments such as defence, where barriers to entry are high. That indicates Google is building credentials and trust that not every cloud

$Alphabet(GOOGL)$   Will go and go and go until the other tech stocks or Mag 7 hit support...  After that, Google will drop and the other tech stocks will rally... That's called rotation within the same sector. Now institutions happily accumulating the other beaten down stocks and selling Google to retailers.  Buyyyy AMD and AMZN now. Thank me next year. Not financial advice. Just random rumblings. Peace out.

As of now $Alphabet(GOOGL)$ is roughly in the $2.5–3T range depending on recent trading. Alphabet have been showing strength in its stock price movement, and could Google be aiming for $4 trillion by early 2026? In this article I would like to discuss a forward-looking framework to evaluate whether Alphabet (GOOGL) could realistically reach a $4 trillion market cap by early 2026, what could derail that trajectory, and what could power it even higher. Can Alphabet reach $4 trillion by early 2026? Mathematically: GOOGL needs ~35–55% upside over about 12–14 months. This is achievable only if multiple AI monetization paths hit simultaneously and macro conditions stay supportive. Key Risks That Could Derail Alphabet's $4T Ambition 1. AI Monetization F

Google hitting $4T in three months isn't impossible. Well, not in this market where mega-cap flows dominate everything. With a NATO cloud deal + AI spending accelerating, GOOGL is playing in a winner-takes-all arena. If momentum holds and the Fed doesn't ruin the party, $4T becomes a sentiment game more than a fundamentals game. But here's where it gets interesting for the rest of the market: when mega-caps pump, liquidity eventually trickles down. That's why I'm watching names like CRCL, RZLV, RGTI. When big tech sucks up attention, these smaller names usually lag... then suddenly catch a rotation pop once indexes stabilise. If $QQQ holds its breakout and GOOGL keeps leading, we could see: CRCL: bounce attempt if AI sentiment stays positive RZLV: low-float sympathy moves RGTI: quantum nam

There is a high chance of Alphabet hitting $4 trillion within CY 2025. Probably within this week as the Target price is well within reach. However, sustainability may be a challenge and we need to wait and see.

🚨🚨🚨📰 Market Analysis Summary: November 26, 2025 The dominant themes driving market sentiment recently have been Federal Reserve interest rate expectations and the continued, albeit volatile, performance of Artificial Intelligence (AI) related stocks, particularly tech giants. Here is a summary of the key market drivers and trends based on recent reports: 1. 🇺🇸 US Federal Reserve and Rate Cuts  * Rate Cut Hopes: There has been a significant increase in optimism (with probabilities climbing to around 85% by some measures) that the Fed will enact a rate cut in December.    * This hope is largely fueled by comments from key Fed officials suggesting the policy stance may be "modestly restrictive" and that a further "adjustment" toward the neutral rate may be warranted.  * Mi

Think Alphabet can likely reach $4 trillion in December 2025 as the tide is coming fast on Google.

I saw an interesting point mentioned about google, that it should learn to be the "old Microsoft" and that hit me. Microsoft has gradually lost its direction and purpose (massively missing the smartphone era with their Windows phone, constantly messing with their cash cow - Windows PC OS, etc.) It really signals that companies need to make the correct call on whether to cut losses with more accuracy and not drag it out. And that they need to know what brought them their success. In Google's ecosystem, their greatest hit was their search, but I believe most would say that today's google search pales in comparison to what it was 10 years ago. There was a marked pivot towards sales related links, aggregating all sorts of ads and online shops if you searched for something that was co

I think Google will hit 4T in the start of 2026. The market needs reasons to place their bets. Google will do well to not shoot themselves in the foot by doing the "microsoft": cram functions that users don't want, down their throats

Google Sees $12M Bearish Put Sweep as Stock Hits Recent Highs $Alphabet(GOOG)$   shares have continued to strengthen, rising rapidly from $285.6 on November 17 to around $320 today—an increase of nearly 12% in just two and a half weeks, making it one of the strongest performers among mega-cap tech stocks. However, just as the stock reached a short-term high and sentiment appeared stretched, the options market saw two rare and clearly directional Put Sweeps, signaling that some institutional investors have begun positioning for short-term downside risk at elevated levels. $12.11 Million in Bearish Premium Signals Short-Term Pullback Expectations Intraday, large orders aggressively swept the Jan. 9, 2026 / $3

 Gil Luria,DA Davidson,estimates that if Alphabet can seriously advance external sales of TPUs, it could occupy 20% of the AI chip market in the next few years, making it a business of about $900 billion. Morgan Stanley analyst Brian Nowak also observed a "budding TPU sales strategy" . He cited predictions from Asia Semiconductor analysts that TPU purchases are expected to reach 5 million tablets in 2027, about 67% higher than previously expected; and 7 million tablets in 2028, up 120% higher than previously expected. Nowak wrote in a report to customers on December 1, that although most of the demand may come from Alphabet's own use and the Google Cloud platform, it also "reveals the potential of Alphabet to sell more TPUs." According to Morgan Stanley estimates, each 500,000 TPU sol

After Google launched the new generation of AI Gemini 3, the stock price rose day after day, from $285 to 325 yuan. The reason is not only that Gemini 3's ability to generate pictures and small games is epoch-making, but also its TPU threatens Nvidia's exclusive status of "AI selling shovels" may quietly dig another channel in Nvidia's moat. Selling shovels under the tide of gold is the most sta

Is google rally coming to an end, will there be a pullback before the rally pick up again in Jan 2026? or shall we sell into the hype? There is no guarantee what Alphabet (parent of Google) stock will do. But in this article I would like to share and walk through what analysts and recent events suggest, and where a “pullback-then-rally-again” scenario might make sense (or why it could keep going). — but I can walk you through what analysts and recent events suggest, and where a “pullback-then-rally-again” scenario might make sense (or why it could keep going). What Argues For The Rally Continuing Into 2026 Strong fundamentals: Alphabet recently reported record earnings: growth across Search, ads, cloud and AI businesses — including solid gains in its cloud segment and broader AI monetizati

Google AI Gemini soaring, giving jitters to OpenAI ChatGPT

Yes, I think Google is poised for further growth in 2026, as it keep developing more AI solutions in it's products and services.  I believe the  Gemini app will be more sophisticated and will be the AI  tool that consumers turn to when it become more widely adopted in the Android mobile phone and desktop OS.

Wish I can buy some in the past.. [Smile]  

For investors looking at Q4 2025, $Alphabet(GOOG)$ has emerged as a unique dual-threat: It is a defensive "survivor" in a potential market downturn. And an offensive growth leader predicted to eclipse $Apple(AAPL)$ in value by 2026. According to Nasdaq & MarketWatch, below are reasons why GOOG is the "smart money" investment: 1. "Survivor" Theory : AI Apocalypse’s Resilience. While fears of an AI bubble bursting have recently led to market volatility, GOOG has been identified as one of two "Magnificent Seven" stocks (the other being MSFT), capable of being the "strongest” survivors of an AI apocalypse. Safety in Chaos: GOOG has proven it can "dodge” the worst of corrections and even thrive if the AI h

As of now $Alphabet(GOOGL)$ is roughly in the $2.5–3T range depending on recent trading. Alphabet have been showing strength in its stock price movement, and could Google be aiming for $4 trillion by early 2026? In this article I would like to discuss a forward-looking framework to evaluate whether Alphabet (GOOGL) could realistically reach a $4 trillion market cap by early 2026, what could derail that trajectory, and what could power it even higher. Can Alphabet reach $4 trillion by early 2026? Mathematically: GOOGL needs ~35–55% upside over about 12–14 months. This is achievable only if multiple AI monetization paths hit simultaneously and macro conditions stay supportive. Key Risks That Could Derail Alphabet's $4T Ambition 1. AI Monetization F

$Alphabet(GOOG)$ Buckle up, tech enthusiasts! Google's just locked in a game-changing multi-million-dollar cloud pact with NATO, turbocharging its digital overhaul with top-tier AI and sovereign security. This isn't just another contract—it's a bold leap into defense tech, where air-gapped clouds handle classified ops like a boss. Shares skyrocketed over 5% today, pushing Alphabet's market cap tantalizingly close to $4 trillion. But here's the million-dollar question: Could this propel Google to Nvidia-level surges? Let's dive deep into the drama. 🚀🛡️ The Deal That Shook the Markets 🌐🤝 Picture this: NATO's Joint Analysis, Training, and Education Center (JATEC) now runs on Google Distributed Cloud—isolated, ultra-secure, and AI-packed. No data leak

Your question gets to one of the core debates in tech / big-cap investing right now. The recent NATO Communications and Information Agency (NCIA) contract for Google Distributed Cloud (GDC) offers a useful lens — but the verdict on whether the market is truly “winner-takes-all” remains mixed. Below is how I see the situation — and where I lean for Alphabet / Google Cloud (Google) from here. ✅ Why this deal suggests strong competitive advantage for Google The deal with NATO — described as multi-million-dollar, sovereign-cloud and air-gapped — shows Google Cloud is evolving beyond commodity hosting. It’s competing in highly sensitive, security-conscious environments such as defence, where barriers to entry are high. That indicates Google is building credentials and trust that not every cloud

Over the past 48 hours, one of the biggest stories in the entire AI sector has been the explosive move in Google-related assets. $Alphabet(GOOGL)$ / $Alphabet(GOOG)$ shares ripped higher by more than 6% in regular trading and tacked on another ~2% after-hours on reports that Meta is in talks for a massive multi-billion-dollar TPU order. Meanwhile, $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ barely budged — a stark contrast to what we usually see when AI hype hits.This isn’t being driven by a single headline. It’s the culmination of several developments that are forcing the market to completely re-price the cost stru

For the last two years, the stock market has been obsessed with one phase of the AI lifecycle: Training. This focus made $NVIDIA(NVDA)$  the most important company on earth, as every tech giant scrambled to buy H100s to "teach" their models. But a structural shift is underway that the market is just beginning to price in. According to new industry data, the AI sector has flipped. Inference—the act of actually using a live model to generate a response—now accounts for 80% to 90% of all AI workloads in mature environments. The era of "training" is giving way to the era of "operating." In this new economic reality, the winner isn't necessarily the one with the most powerful general-purpose chip, but the one with the most efficient specializ

I've been watching Alphabet—Google's parent company—for years, ever since those early days when it seemed like the search giant was coasting on ad revenue while the rest of tech chased shiny new toys like EVs and crypto. But man, has that narrative flipped. With AI exploding into every corner of our lives, Google's quiet bet on custom silicon is starting to look like the kind of long-game masterstroke that separates the survivors from the also-rans. Enter Ironwood, the seventh-generation Tensor Processing Unit (TPU), which Google just rolled out in general availability. It's not just another chip; it's a direct shot across Nvidia's bow, and if the early signals hold, it could turn Google Cloud into a revenue rocket. But is it really a goldmine for investors, or just another hype cycle? Let

Week after week, the AI technology investment landscape is undergoing unprecedented rapid transformation, akin to the time dilation scenes in Interstellar—where one hour in tech investing equates to seven years in the $S&P 500 ETF (SPY)$ market. The launch of Gemini 3 has become a pivotal event recently shaking up the AI industry, not only reshaping the competitive landscape but also compelling investors to reassess market logic and strategic positioning.Gemini 3 Reshapes the AI Competitive LandscapeThe launch of Gemini 3 marks the AI industry's official departure from its previous phase of homogeneous competition, ushering in a new era of differentiated competition. This model delivered outstanding performance in benchmark tests, with exceptional

$Alphabet(GOOGL)$ jumped nearly 6% on Wednesday to a record US$301.2, lifting its market cap to US$3.63 trillion and boosting the Nasdaq by 249 points. So far in 2025, the stock is up 56%, making it the best performer among the Magnificent 7 and far ahead of the Nasdaq 100.The rally also comes with a rare vote of confidence from Warren Buffett — Berkshire’s latest 13F shows a new Q3 position in Alphabet, now one of its top 10 holdings.Analysts note that sentiment toward Google has shifted quickly: once doubted in AI, it’s now viewed as a potential full-stack AI leader, with Gemini 3 further strengthening that narrative.With Google hitting new highs and AI momentum accelerating, the question investors are asking is:👉 “Is Google still a buy? Would

Big-Tech’s PerformanceMacro Headlines This Week:A flood of delayed economic data finally hit the markets, while clear divisions emerged inside the Fed on whether to cut rates again in December. Confidence in a "soft landing" took a hit, and US stocks swung wildly. The early "Trump trade" euphoria gave way to sober reality: the end of the government shutdown unleashed the data backlog, but the numbers were soft + Fed hawkishness escalated, completely shattering the near-certainty of a December rate cut.The Fed's policy path is now the biggest source of uncertainty. The minutes from the October FOMC meeting (released Nov 19-20) revealed obvious splits on a December move. The delayed September jobs report (finally out on Nov 20) showed weaker-than-expected payroll growth, with the unemploymen

Alphabet announced the launch of Gemini 3 Pro, this will take the AI race to a new level, so can this new launch propel Google to become the new King of the Year? Given the launch of Gemini 3 Pro by $Alphabet(GOOGL)$ and the response from OpenAI with GPT‑5.1. In this article I would like to discuss and share how that plays into positions in GOOGL, $Microsoft(MSFT)$ and $NVIDIA(NVDA)$. What’s Going On Gemini 3 Pro (Alphabet): Alphabet announced Gemini 3 Pro (and “Deep Think” mode) as their next-gen AI model, with strong claims of state-of-the-art performance in reasoning, multimodality (text+image+video+audio+code) and large context windows. The rollout is in Goo

$Alphabet(GOOG)$   Google just picked up a new badge: cloud provider to NATO. Not a toy logo. The real, air-gapped, sovereign-cloud kind. And the stock reacted like someone flipped on the afterburners. On Monday, Google Cloud said it signed a multi-year, multi-million-dollar deal with NATO’s Communications and Information Agency (NCIA). The work centers on secure “sovereign cloud” and AI capabilities—think highly controlled data residency, strict access, and workloads that can run in isolated (“air-gapped”) environments. Early coverage notes the contract supports NATO’s modernization push and includes classified workloads tied to the alliance’s Joint Analysis, Training and Education Centre. Markets noticed

🌟🌟🌟Google $Alphabet(GOOG)$  $Alphabet(GOOGL)$  has landed a significant, multi million dollar cloud deal with NATO Communications and Information Agency, a win designed to bolster NATO's digital modernisation efforts. The market reacted instantly with Google's pre market shares jumping 4% on Monday, adding to an impressive 67% gain year todate. But this isn't just about one deal.  It is about a narrative that is gripping the market.  Is Google poised to become the next $NVIDIA(NVDA)$ ? In this winner takes all AI gold rush, can Google replicate t