Alphabet-C Stock Forum

Jensen Huang $NVIDIA(NVDA.US)$
Sold: $275.7M
Current Ownership: $110.2B
% of Ownership Sold: 0.25%
Jeff Bezos $Amazon(AMZN.US)$
Sold: $10.17B
Current Ownership: $181.5B
% of Ownership Sold: 5.56%
Mark Zuckerberg $Meta Platforms(META.US)$
Sold: $1.92B
Current Ownership: $176.98B
% of Ownership Sold: 1.1%
Tim Cook $Apple(AAPL.US)$
Sold: $33.2M
Current Ownership: $746.5M
% of Ownership Sold: 4.4%
Satya Nadella $Microsoft(MSFT.US)$
Sold: $524K
Current Own...

$Amazon(AMZN.US)$ AWS flexed its underappreciated AI toolkit at its NYC summit as AI/ML has grown to a multi-billion dollar run-rate business for AMZN. While consensus believes that AMZN lags behind its mega-cap peers in AI capabilities, AMZN highlighted that it has launched over two times the number of AI services than $Microsoft(MSFT.US)$ and $Alphabet-A(GOOGL.US)$ combined since 2023. We believe investors are underestimating AMZN’s positioning to win its fair share of AI workloads and ...

$Microsoft(MSFT.US)$ $Alphabet-A(GOOGL.US)$ $NVIDIA(NVDA.US)$ $Nasdaq Composite Index(.IXIC.US)$
Has OpenAI's Myth Been Deflated by Reality?
From the establishment of broadband to the ubiquitous presence of PCs, history has shown that technological maturity takes time. Yet, OpenAI seemingly shattered this norm as ChatGPT amassed 100 million users within just two months of its launch.
However, the majority of these users are fleeting engagements, failing to translate ...

Goldman Sachs Warns Again: AI spending now accounts for 25% of total $S&P 500 Index(.SPX.US)$ expenditures. If it doesn’t start generating profits, valuations are at risk. Goldman Sachs has repeatedly cautioned that the AI industry is seeing too much investment with too little return. If these tech giants making significant AI investments don't show signs of profitability, their valuations could fall.
Top Silicon Valley VC analyst Benedict Evans highlighted that the ...

$Alphabet-C(GOOG.US)$Browser speed showdown: Chrome vs. Edge vs. Firefox and more

$Alphabet-A(GOOGL.US)$ Paul bin Anthony