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162.030
+3.090+1.94%

Close Aug 8 16:00 ET

162.830
+0.800+0.49%

Post 20:01 ET

1.99TMarket Cap23.25P/E (TTM)

Alphabet-A Stock Forum

ひな☆彡

4 hours ago

Updated Portfolio After yesterday

all looking bright so far, hoping to pick up more dips but not sure.

Share Your Profit/Loss

Rellyyrees

8 hours ago

Buffet slashes Apple stake by half: Time to buy or sell?

corbotron

9 hours ago

$Jacobs Engineering (J.US)$ way undervalued stock , keep an eye $Alphabet-C (GOOG.US)$ $Intel (INTC.US)$

TrendTrader

9 hours ago

Looking for 165

$Alphabet-A (GOOGL.US)$

Rockyturki

12 hours ago

According to Arm $Arm Holdings (ARM.US)$ , Google's $Alphabet-C (GOOG.US)$ Axion chips provide up to 50% better performance and 60% better energy efficiency versus legacy chips, while Amazon's $Amazon (AMZN.US)$ Graviton4 offers up to 30% better compute versus the Graviton3.

Foodie Investor

13 hours ago

$NVIDIA (NVDA.US)$ niceee jobless claims much lower than estimates!! 🚀🚀 $Alphabet-C (GOOG.US)$ $Taiwan Semiconductor (TSM.US)$ $Eli Lilly and Co (LLY.US)$ $Novo-Nordisk A/S (NVO.US)$

Cow Moo-ney

Aug 7 10:23

Rebound

Following Monday's massive sell off, the S&P 500 Index has rebounded decently these 2 days. Even VIX, the fear and volatility index, has fallen off the cliff after hitting the highest levels since 2020
Fear is leaving the market? Has the sell off ended?
Interestingly, fund managers have been loading up on stocks…
$Invesco QQQ Trust (QQQ.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Dow Jones Industrial Average (.DJI.US)$ $Super Micro Computer (SMCI.US)$ $NVIDIA (NVDA.US)$ $Alphabet-A (GOOGL.US)$ $Palantir (PLTR.US)$ $Amazon (AMZN.US)$ $Tesla (TSLA.US)$ $Apple (AAPL.US)$

https://youtu.be/I4uEg9IgT1w

From YouTube

Global market unsettled after sell-off: Take action or stay patient?

Over the last 5 years, $Meta Platforms (META.US)$ and $Alphabet-C (GOOG.US)$ capex doubled whereas $Microsoft (MSFT.US)$ and $Amazon (AMZN.US)$ capex became ~3-4x during the same time.
Despite such massive increase in capital intensity, all of their ROIC are HIGHER today than it was 5 years ago!

DavidBeeby

Aug 7 08:31

Some really valuable insights from a Data Center Expert on how AI data centers ( $AMZN, $MSFT, $GOOGL, $META, $ORCL) :

$Amazon (AMZN.US)$ , $Microsoft (MSFT.US)$ , $Alphabet-A (GOOGL.US)$ , $Meta Platforms (META.US)$ , $Oracle (ORCL.US)$
1. For cooling, air is 17x less effective in removing heat than liquid.
2. When building a data center, 2/3 of the budget goes to the IT equipment, and 1/3 goes to building the data center, power, cooling, and security. Out of that 1/3, 18%- 25% are cooling product...