Alphabet Inc Pref Shares GOOGN 6.25 05/15/2029 (GOOGN.US) Stock Forum, Discussions & Community Posts

OptionsAlpha2 hours ago

PinnedTriple Witching Tonight: The Fed Just Hiked, Trillions in Options Expire at Once. Is Your Portfolio Ready?

Rate hike on Wednesday, rebound on Thursday. Think the week is over? One more hurdle tonight. 3.28 million SPY options settle on a single closing price, and whether your contracts get assigned or expire worthless comes down to the final minutes before the bell.

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Equity research15 hours ago

Funda AI: "Our interviews suggest that frontier labs remain committed to training and advancing model capabilities internally, while additional evaluation and remediation may slow the pace of public releases ONLY."

One of the employees they interviewed, including the head of sales at one of the labs said:

"A slowdown aimed at improving safety is actually making overall compute demand increase, not decrease."

$Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Amazon(AMZN.US) $Oracle(ORCL.US) $NVIDIA(NVDA.US) $AMD(AMD.US)

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morning_wind16 hours ago

Add more $Alphabet(GOOGL.US); according to various news from North America, Gemini 4 will see significant improvements (compared to 3.x).

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NewUser_oPJWOU18 hours ago

$Ps S&P 500 Mmtm(SPMO.US)

Context: U.S. stocks surged today after the Federal Reserve raised interest rates, reaffirming its focus on taming inflation and removing a long-standing source of market anxiety. With the rate hike behind them, investors returned to their favorite themes. Tech shares gained, with Alphabet and Meta rising more than 1% each before the bell. Understandably, memory and data center stocks are also on the rise, some even going above +5%.

My Trade: I have been invested in SPMO since last year and for me, this is the slightly riskier but better returns of the top momentum S&P stocks. I am also waiting to see what additions/cuts there will be in the upcoming reshuffle.

Takeaway: The rate policy decision will be crucial in determining investor sentiment in the second half of September, historically a weak month for equities. So far this month, the benchmark S&P 500 has lost 1.7%. The upcoming reshuffle for SPMO also has investors speculating that Micron's weightage would be cut in half to 5% while increasing Nvidia slightly. @Captain's Treasure

Trade Showcase: Trade, Show & Earn Rewards!

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NewUser_tXvx481 day ago, 02:33 AM

Context

Uber Technologies Inc. $Uber Tech(UBER.US) has successfully evolved from a cash-burning startup into a highly profitable free-cash-flow machine. Its global mobility, delivery, and logistics infrastructure recently expanded via a massive $14.8 billion acquisition of Delivery Hero.Despite a strong fundamental backdrop—including trailing twelve-month (TTM) revenue climbing to $55.23 billion and an incredibly lean Price-to-Earnings (P/E) ratio of 15.6x (well below the peer group average near 45.9x)—the stock is currently experiencing a temporary market overhang. UBER is trading around $70.97, down significantly from its 52-week and all-time high of $101.99. This dip is primarily driven by recent workforce restructurings and large corporate senior note offerings. However, the long-term runway remains strong as Uber secures robotaxi partnerships across Europe and integrates Alphabet’s autonomous vehicle tech into its grid.

My trade

Buy shares of UBER at the current market price of $70.97. The market is mispricing Uber by evaluating it like a volatile tech stock rather than a mature logistics platform. At 15.6x earnings, we are getting a company growing revenue at over 16% YoY at a massive value discount. Set a stop-loss at $64.00, just below its strong 52-week technical support floor of $65.41.

Takeaway

Uber has built an irreplaceable, high-margin structural moat. Fears regarding autonomous vehicle disruption ignore the reality that AV networks need Uber’s dispatch layer and demand density to achieve profitability. With $9.8 billion in annual free cash flow on the books, any macroeconomic or structural dip provides an exceptional, low-risk accumulation window for long-term investors.

Trade Showcase: Trade, Show & Earn Rewards!

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Equity research1 day ago, 12:16 AM

TrendForce: Global Power Demand Capacity

> Global data center power demand capacity is expected to expand from 122.9 GW in 2025 to 161 GW in 2026.

> The share of AI servers is likely to exceed 40% by 2027, whereas the share of general servers is expected to decline from around 40% historically to 25.6% by 2027.

> AI servers accounted for approximately 25% of total data center power demand capacity in 2025, and are projected to rise to 33.4% in 2026.

> The share of AI servers is likely to exceed 40% by 2027, whereas the share of general servers is expected to decline from around 40% historically to 25.6% by 2027.

> The global data center power supply-demand gap in 2030 is estimated at 268 GW.

> Based on current grid data, the U.S. data center power supply-demand gap is estimated to exceed 170 GW by 2030.

$NVIDIA(NVDA.US) $GE Vernova(GEV.US) $AMD(AMD.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) $Dell Tech(DELL.US)

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Equity research1 day ago, 09:10 PM

Samsung Securities: Hyperscaler Compute Business Models

Hyperscalers operate through two primary methods: 1) Computing rental and 2) Model inference services, both of which can achieve a Gross Profit Margin (GPM) of 68% to 81%.

> Model Inference Advantages: Model inference services feature a large revenue base and high margins, which is why Meta focuses on deploying its capacity toward in-house services rather than plain rentals.

> Value of Compute Scarcity: As seen in examples like SpaceX, simple rental services based on compute scarcity can achieve revenue and margin levels comparable to model inference services.

> Widening Gap: The flexibility and profitability gap between operators capable of deploying and servicing massive compute infrastructure versus those that cannot is expected to widen further.

Chart Breakdown

> Compute Rental Service GPM (Left Chart): Shows $21.7B in revenue, $6.9B in cost of goods sold (COGS), resulting in $14.8B in gross profit, yielding a 68% GPM.

> Open-Weight Model Inference Service GPM (Middle Chart): Shows $36.6B in revenue, $6.9B in COGS, resulting in $29.7B in gross profit, yielding an 81% GPM.

> Hyperscaler GPM Comparison by Compute Business (Right Chart): Compares compute rental (GPM 68%, $14.8B gross profit), model inference with 35% training (GPM 71%, $16.9B gross profit), and model inference with 0% training (GPM 81%, $29.7B gross profit).

$Alphabet(GOOGL.US) $Amazon(AMZN.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $SpaceX(SPCX.US) $Oracle(ORCL.US) $Nebius(NBIS.US)

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Equity research1 day ago, 07:10 PM

Samsung Securities: Hyperscalers to have a temporary FCF deficit period spanning from 2Q26 to 3Q28, followed by a dramatic expansion in FCF from 2029 through 2030.

> CapEx Growth as a Rational Investment for RPO: The increase in capital expenditure is driven by rapid growth in Remaining Performance Obligations (RPO)—long-term signed contracts—requiring front-loaded CapEx to fulfill future revenue.

> Strong Future Visibility: For instance, Amazon highlighted that a substantial portion of its additional capacity for 2027 is already contracted, with considerable portions of 2028 capacity also pre-booked.

> Break-Even and Payoff Timeline: Server and network investment break-even occurs in under 3 years on average, allowing for meaningful FCF generation for the subsequent 2 to 3 years.

$Meta Platforms(META.US) $Amazon(AMZN.US) $Dell Tech(DELL.US) $NVIDIA(NVDA.US) $Microsoft(MSFT.US) $Oracle(ORCL.US) $Alphabet(GOOGL.US)

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Dolphin Research1 day ago, 08:36 AM

SK hynix plans US-based memory fab; GOOG rolls out real-time voice AI | Daily News Recap

0916 | Dolphin Research Focus: 🐬 Macro/Industry — The HKSAR released its first Five‑Year Plan for Economic and Social Development (2026–2030) since the handover, aligned with the national 15th Five‑Year Plan. It prioritizes consolidating Hong Kong's role as an intl financial and innovation hub, accelerating Northern Metropolis development, and upgrading public services in tandem.

This medium‑ to long‑term blueprint should help anchor foreign capital expectations and reinforce the city's path from stability to prosperity. Near term, it is positive for sentiment in HK stocks, particularly financials and innovation/tech, though execution will hinge on policy follow‑through and the pace of project delivery...

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Today’s Key News Recap

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Sundar Pichai2 days ago, 06:20 PM

Today we have set out how we’re building AI to accelerate science and improve people’s lives. Just some examples in the last week or so:

- Mapped all 9B possible single letter genetic changes across the human genome with AlphaGenome Atlas and made it openly available to researchers.

- Billions of decisions depend on weather predictions so we introduced WeatherNext 3, our most accurate and capable global weather AI model to date.

- We published AI & Economy ATLAS, a comprehensive open-access look at how people are using AI globally.

- AI has enabled extraordinary advances in language translation. Today our services are available in nearly 300 languages, spoken by 7B people

We’re focusing our efforts on four key areas: health, natural disaster and weather resilience, learning, and economic opportunity.

Source: Sundar Pichai

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ValueNvest2 days ago, 01:25 PM

Received the dividend for $Alphabet - C(GOOG.US) today

Not much, but it's still a gain 😂