GOOG

$GOOG $INTC $MSFT $ORCL $PLTR Who are you? What rock did you crawl under to now appear hrre for the first time trying to say clever things? Do you eabt us to laugh?Do you want likes like the idiots that scroll on TikTok?

$RDDT — one final thought on this selloff opportunity. Long term, the key metric is U.S. ARPU: $META ~$120 $GOOG YouTube ~$44 $PINS ~$24 $RDDT is roughly half of Pinterest while still growing revenue at 60%+. Even if U.S. DAU growth slows, Reddit does not need explosive user growth. It simply needs better monetization. If U.S. ARPU reaches Pinterest levels, Reddit’s U.S. revenue alone could approach $4B annually, roughly doubling its 2025 total revenue. The market is focused on one quarter of softer U.S. user growth. Long-term investors should focus on: • LLM licensing deals • S&P 500 inclusion • International monetization • Shopping/search products • Future buybacks Short-term sentiment changes fast. The Reddit thesis is about turning a massive community into a stronger advertising and data platform. Watching $RDDT closely. Follow me for growth stock research, AI trends, and long-term investment ideas.

$GOOG $INTC $MSFT $ORCL $PLTR yeah, and every barber will tell you that you need a haircut 🤔🤔

$GOOG Hold On

$GOOG GOOG Love the look of the weekly and how it is setting up. Strong scalp candidate.

The setup is looking interesting here. Price held the 0.886 Fibonacci level around $316 and bounced, leaving a strong rejection wick. This was the first real backtest of that breakout area, and so far it’s holding as a higher low.$GOOG Not saying it goes straight up, but the structure still looks constructive.

AI is driving cloud growth. But the biggest question remains: What is the true ROI on all this AI infrastructure spending? Cloud revenue from: $AMZN $GOOG $MSFT continues accelerating, with some estimates approaching 48% growth. Hyperscaler forecasts keep rising, with long-term cloud growth expectations around 18% CAGR. The demand is clearly real. But revenue growth ≠ investment returns. Billions are flowing into: • GPUs • Data centers • Networking • Compute capacity So far, the biggest winners have been the infrastructure providers. Selling chips. Renting compute. Building capacity. The next phase is the key: Can AI applications generate the high-margin, scalable revenue needed to justify this massive investment cycle? The top-line numbers look impressive. But the real AI winners will be determined by who can turn infrastructure spending into sustainable profits. The next chapter of AI is about monetization.

@MyStockHarbor $MSFT's better free cash flow this quarter may say more about timing and accounting than long-term advantage. $AMZN and $GOOG are depressing current FCF by building owned capacity and custom silicon at scale. Microsoft leases more infrastructure and their Maia chip is still early. One quarter tells you who spent less cash not who will earn the best return over the next decade.