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$Alphabet(GOOGL.US) Back in June, Alphabet sold $10 billion in newly issued common stock to Berkshire Hathaway at a price of roughly $350 per share. That happened after Berkshire's open-market purchases in late 2025, & now has a total investment in Alphabet of $30 billion, making it quickly its 3rd or 4th largest position. Google Cloud revenue grew at an astonishing 82% year-over-year last quarter, reaching $24 billion with an operating income of $8.8 billion. This was a business with little revenue 10 years ago that was hemorrhaging cash, but Alphabet had the vision that it could deliver massive gains due to the tailwinds in cloud computing and AI, and it is beginning to deliver. Overall, Alphabet's Google Services revenue grew 15% year over year to $94.5 billion in the recent quarter. Despite fears that AI services like ChatGPT or Claude would dethrone Google, the business is still growing revenue at a double-digit rate. Services like Gemini -- Alphabet's direct competitor to ChatGPT -- are also growing quickly, with 950 million monthly active users last quarter. @Captain's Treasure

$Amazon(AMZN.US) Amazon reported $62.6 billion in second-quarter net income after a sharp rise in the value of its Anthropic holding added billions to the result. Profit reached $5.75 per diluted share, compared with $18.2 billion, or $1.68 per share, one year earlier. The 2026 figure included $53.4 billion in pre-tax income outside normal operations, mainly from Anthropic. Quarterly revenue was up to $200.61 billion, exceeding the $196.47 billion anticipated. Net sales increased by 20% compared to $167.7 billion posted in Q2 2025. Amazon turns AI demand into faster AWS growth and higher operating profit. The sales figures for Amazon Web Services stood at $42.2 billion, exceeding the expected StreetAccount estimates of $40.54 billion. The revenue from AWS saw an increase of 37% compared to the previous year. Advertising was reported at $19.81 billion, which is greater than the estimate of $19.43 billion and increased by 26%. “AWS is booming, growing 36.7% year-over-year in Q2, our fastest growth in 18 quarters, and our AI and Chips businesses each eclipsed run rates of more than $25 billion.” This signals absolute confidence that the company will continue to grow at a substantial pace, and for the first time in a while, raising Capex didn't result in a negative sentiment. @Captain's Treasure

$Meta Platforms(META.US) Meta shares fell heavily after the social media giant delivered a quarterly report that left investors weighing two very different stories. On one hand, the company's advertising business continued to perform well. On the other, weaker-than-expected earnings, a slightly softer outlook, and continued increases in AI-related spending left many questioning how long it will take for those investments to translate into stronger profits. Meta reported Q2 EPS earnings of $6.18, missing consensus by $1.04, while revenue climbed 27.9% YOY to $60.8 billion, beating expectations by $510 million. Ad impressions increased 14%, and the average price per ad climbed 12%. Looking ahead, the company expects third-quarter revenue of $61 billion to $64 billion, while also raising the lower end of its full-year expense outlook. The company said the increase primarily reflects the recognition of $2.4 billion in legal charges. At the same time, Meta narrowed its 2026 Capex forecast to $130 billion-$145 billion from the prior range of $125 billion-$145 billion. This soft earnings don't exactly come as a surprise - Meta has been facing legal & Capex issues all year round. However, the business is clearly still growing at a decent rate, albeit not as perfect as one would hope. Therefore, I'm a buyer for the long term, and I believe the stock is still undervalued from being mispriced. @Captain's Treasure

$NIO Inc(NIO.US) Auto stocks in Hong Kong surged across the board after China's industry regulator said it will speed up the drafting and release of a 15th Five-Year Plan for the smart, connected new energy vehicle (NEV) industry. China will accelerate breakthroughs in a batch of key core technologies, speed up the development of major standards, their international coordination and implementation, and further advance pilot programs for "vehicle-road-cloud integration" applications, production access and road use. The penetration rate of passenger vehicles with Level 2 combined driving assistance has reached 70.5%, and that of vehicles with navigation-on-autopilot (NOA) features has reached 34.2%. Regions across China have issued more than 20,000 test and demonstration license plates for smart, connected vehicles, opened more than 57,000 kilometers of roads for testing and demonstration, and logged over 220 million kilometers of cumulative test mileage. This is great news for the EV auto industry as the society progresses into next generation vehicles. This is also why I'm bullish in the years to come for Nio. @Captain's Treasure

$NU Holdings(NU.US) Nu Holdings reported a 42% year-over-year revenue increase and reached a customer base of 135 million by Q1 2026, while shares currently trade at $14.09. The stock is considered 38% undervalued compared to its fair value of $22.74, though it carries a higher P/E ratio than its peers, suggesting potential valuation compression if sentiment shifts. Investors should monitor Brazil's credit quality and currency fluctuations, as these factors could affect the company's growth narrative and stock performance. Moreover, I remain long term bullish on Nu. They are one of the fastest growing fintech companies with low operating costs while continuing to increase revenue and margins. If they are able to continue expanding market share in South America, I believe the potential to hit newer highs is still there. @Captain's Treasure

$Salesforce(CRM.US) Salesforce is exposed to the AI industry because some of its products and services can be automated. To address these concerns, the company has continued to launch its own AI tools, with its Agentforce crossing the $1 billion mark in the last quarter. Analysts expect that Salesforce’s business will continue slowing in the coming years. Data shows that the company’s annual revenue will grow by 11% this year to $46 billion. It is also expected to slow to 9% to $50.5 billion next year. Crucially, this revenue growth includes its recent acquisitions. It acquired Informatica in a $8 billion deal last year. while spending $3.6 billion to buy Fin, a company offering an autonomous customer service agent platform this year. In its recent earnings, Salesforce said that its revenue jumped by 13% YoY to $11.1 billion, with Informatica contributing $444 million. As such, excluding Informatica, its annual growth was just 8.5%. This has led to Saleforce being one of the worst performing stocks to date. @Captain's Treasure

$Amazon(AMZN.US) Big tech companies, particularly Amazon and Alphabet, are significantly increasing capital expenditures, with plans totaling $700 billion this year. Alphabet announced a rise in capex to between $195 billion and $205 billion, driven by strong demand exceeding current computing capacity, despite a 8% stock decline following the announcement. I believe it’s very likely to affect other Mag 7 companies that are spending huge as well. Firstly, Amazon is a much larger cloud provider than Alphabet. Amazon Web Services has the greatest global share of the cloud computing market at 28%, followed by Microsoft at 21% and Google Cloud at 14%. Secondly, Amazon has been very public and bullish about its capex. In a letter to shareholders in April, CEO Andy Jassy posted a lengthy statement on Amazon’s website justifying the company’s planned spending and saying it would be a “meaningful leader” in AI. Heading into earnings for Amazon next week, I won't be surprised to see another bearish sentiment if Amazon raises Capex again despite beating expectations and increasing revenue and margins. @Captain's Treasure

$Alphabet(GOOGL.US) Alphabet's Capex surged to $44.9bn, doubling YoY. Management raised the full-year guidance from $18-19bn to $19.5-20.5bn, a net increase of $10bn. They also expect Capex to increase significantly in 2027. This aligns with buy-side expectations of a $5-10bn hike this year due to rising memory prices, with 2025 projections reaching $30-40bn. Google Cloud grew 82%, slightly beating buy-side estimates of 75-80%. Core Advertising slightly beat expectations. Search ads grew 17%, maintaining anticipated strength, while YouTube ads grew 12%, showing a slight QoQ recovery. However, due to massive investment expansion, FCF turned negative (-$5.8bn). EPS grew 294%, but this was primarily driven by valuation gains from investments in SpaceX and Anthropic, making it a distorted metric for Google’s core fundamentals. In my opinion, this was a solid quarter for Google. Bolstering its foundation while Search and YouTube ads continue to grow. Capex was always expected to rise, so no big surprises there. Overall share price is slightly down but not by a huge margin, I still think the potential to hit and maintain $400 by year end is possible. @Captain's Treasure