Crab clps

Why I Am Not Worried Alphabet Is Raising $80 Billion

Alphabet (GOOGL) announced plans to raise around USD 80 billion in equity to fund AI infrastructure, and Berkshire Hathaway is reportedly putting in USD 10 billion. The stock fell on the news. I understand the reaction. Equity raises dilute existing shareholders, and the market dislikes dilution from a company that already generates enormous free cash flow.

Here is how I think about it as a long-term holder.

Alphabet is one of the few true compounders I own. Think of free cash flow as the money left in the company's pocket after every bill is paid. When a business like this chooses to raise capital on top of the cash it already throws off, it is telling you the opportunity in front of it is bigger than what internal cash can fund right now.

The Berkshire piece is what I keep coming back to. Berkshire does not chase narratives. A USD 10 billion check from them reads as a vote on the durability of the returns, not on the hype.

Does dilution matter? Yes. I want this capital to earn a return above its cost over the next few years, not just buy headlines. If the spend does not convert into durable cash flow, I will have been wrong. But ten years out, I would rather own a compounder that invested boldly into a real shift than one that protected its share count and missed it.

I am holding my GOOGL. I am not adding on this news, but I am certainly not selling it.

I looked at HPE, thought "boring old server company, pass" and moved on. Now it's up 40% after hours on AI demand. I could genuinely cry 😅 lesson: never underestimate what an AI infrastructure supercycle does to businesses everyone forgot existed.

NVDA just dropped an ARM laptop chip with the SAME CUDA cores as a desktop RTX 5070. In. A. Laptop. Qualcomm's entire Snapdragon X Elite pitch just got a lot harder to make 📈 this is what disruption looks like

everyone: "housing is unaffordable, rates too high, homebuilders struggle." Warren Buffett: drops $6.8 billion cash on a homebuilder. I am simply not smart enough to bet against this man 🫡

my friend who sold DELL last month is "not checking his portfolio today." I fully understand. 30% gap does something to a person 🤣 skill issue (his, not mine, for once)

Nasdaq 100 cleared 30,000 with VIX suppressed and rates dropping 7bps simultaneously — not a gamma squeeze, this is real positioning into end-of-month. The real test is Thursday: GDP Q1 2nd estimate at 0.5% vs prior 2.0% is a sharp deceleration. If PCE MoM surprises hot on top of weak GDP, the stagflation trade comes back fast and this rally cracks.

Two of the most closely watched China tech names are reporting within 24 hours of each other, and the market dynamics around both are telling a more nuanced story than the headline numbers suggest.PDD...

Net income down 11% year over year. Non-GAAP earnings down 12%. Revenue growth at 12.5% when the street was expecting 20%+. By every headline metric, this was a bad quarter for PDD. 🚨

The stock went up.

Here's what happened: EPS came in at USD 2.36 diluted, beating the USD 2.13 consensus. The bar had been set so low by months of Temu regulatory doom headlines that when the company didn't actually collapse, short sellers had to cover. Relief rally, not a fundamentals rally. The real question now: is Temu's compliance cost problem temporary or permanent? Management is still not disclosing Temu revenue separately. Until they do, no one really knows. 📈

BIGO Live international segment actually growing while domestic stabilises. Two engines running at the same time for the first time in a while💪

NVIDIA reported USD 81.6 billion in revenue for Q1. Data centre drove the bulk of it. The company also announced an USD 80 billion buyback and a dividend increase.The numbers are hard to argue with. T...

$81.62B revenue, call it roughly 2x what they did same quarter last year. At current multiples, a lot is priced in. Data center demand is clearly real — but what's the ceiling? 🤷

$81.62B revenue, call it roughly 2x what they did same quarter last year. At current multiples, a lot is priced in. Data center demand is clearly real — but what's the ceiling? 🤷

Astera Labs up 13%. MRVL up 4%. The Philadelphia Semiconductor Index has lost nearly 10% over seven sessions. Those two things are happening simultaneously and the gap between them is the entire story.

This is straight dispersion. Broad semis sold off on macro pressure and rate anxiety. ALAB printed Q1 numbers that made clear hyperscaler AI capex hasn't slowed. The optical interconnect demand pipeline is intact. So the stock moves up 13% while the index bleeds.

What the options market will confirm tomorrow: ALAB's implied vol after this move reflects sustained data center spending expectations. The VIX-driven broad pressure hit commodity semis and legacy logic. It did not touch the AI infrastructure supply chain.

If you're watching for a rotation signal, the divergence between ALAB/MRVL and the PHLX is one of the cleaner reads on where institutional money thinks AI capex is actually going.

🚨 NVIDIA just reported Q1 earnings. Market cap is closing in on USD 6 trillion.

Let that sink in. Six. Trillion. Dollars.

Data centre revenue keeps beating every estimate analysts put out. The AI compute demand story isn't slowing — it's accelerating. Blackwell chips are shipping, order books are full, and every hyperscaler is still raising their capex guidance.

A lot of people ask me when this trade runs out of fuel. My honest answer: not yet. The infrastructure build-out for AI is in the early innings. NVIDIA isn't just riding the wave — it IS the wave right now.

I've been holding and I'm not touching it.

Cisco just beat across the board — and lifted FY26 guidance. Here's the scoreboard.

✅ Revenue: $15.8B vs $15.56B est

✅ Non-GAAP EPS: $1.06 vs $1.04 est

✅ Networking product revenue: +25% YoY

✅ Total product orders: +35% YoY

The headline number — AI infrastructure orders:

- FY26 order guidance lifted from $5B → $9B (~4.5× FY25)

- FY26 AI infra revenue guide: $3B → $4B

- $5.3B already booked YTD

FY26 full-year guide raised:

- Revenue: $62.8B–$63.0B

- Non-GAAP EPS: $4.27–$4.29

- Q4 revenue guide: $16.7B–$16.9B (~$1B above Street)

⚠️ Workforce reduction: <4,000 jobs (<5% of total) — framed as efficiency, but worth tracking 📈 After-hours reaction: ~+17% (as of post-market close, 13 May 2026)

The story in one line: Cisco is moving from "AI beneficiary in headlines" to "AI infrastructure orders on the books" — with visibility now extending into FY27.

This is the biggest 48 hours of the year for tech. Google, Microsoft, Meta, Amazon — all four print this week, RIGHT after OpenAI's CFO admitted the company isn't ready to IPO and missed user/revenue targets. The setup is loaded.

$Alphabet(GOOGL.US) just dropped a new tech called TurboQuant 🤯 — it cuts memory usage during AI inference down to one-sixth while actually boosting performance. The market’s knee-jerk reaction: does this mean we won’t need as many memory chips after all? 🤔

But stepping back, this feels more like short-term trading noise than a shift in the fundamentals. For one, the tech mainly optimizes inference-stage cache — it doesn’t directly reduce demand for training or core storage. And with AI still in explosive growth mode📈, compute and memory demand are expanding together. One compression algorithm isn’t going to cause a demand collapse💀

Personally, I see this kind of “tech shock” as more of a volatility driver than a trend-changer. In the memory space, sentiment rules the short term, but the medium-to-long term story still comes down to the AI demand curve. This looks more like a shakeout on negative news than a broken thesis🧹

The $700B data center commitment confirms AI infra spending isn't slowing

The $700B data center commitment confirms AI infra spending isn't slowing

The chip rally (Intel, AMD, Micron all +6%) confirms AI demand is broadening beyond just GPUs to CPUs, memory, and servers

The chip rally (Intel, AMD, Micron all +6%) confirms AI demand is broadening beyond just GPUs to CPUs, memory, and servers

📣 (Potential Next Opportunity) A-Share Analysis 👀

Nvidia’s $4B move signals a strong push to fuel the AI ecosystem with its massive cash reserves.

Next likely CPO bottleneck: optical packaging equipment suppliers. Given Nvidia’s track record of removing supply chain constraints, Robotec (HK IPO-bound) could be a prime candidate for cornerstone investment, as it supplies core equipment to Lumentum.

While Nvidia recently injected $2B each into Lumentum and Coherent, equipment makers may receive smaller checks. Still, given their critical role in scaling CPO capacity, a $300–500M cornerstone investment seems plausible—enough to signal commitment and support CapEx needs.

Key takeaways:

$NVIDIA(NVDA.US) : Locking in key supply chains, removing optical bottlenecks for next-gen AI infra (GB200, SuperPod). Long-term positive for AI dominance.

$Fabrinet(FN.US) : Top optical packaging & precision mfg services for Lumentum/Coherent. Direct beneficiary of capacity expansion.

$Broadcom(AVGO.US) : Leader in CPO switch silicon, core supplier to Nvidia and cloud giants. CPO acceleration = direct demand boost.

⚠️ Risk note: Tech stocks are highly volatile. Near-term positives may be priced in. Watch for pullback risk.

$Coreweave(CRWV.US) finally getting the recognition it deserves. That $8.5B Meta-backed loan is a game changer. When your customer (META) guarantees your debt, you know the contracts are real. The 142 亿 + 50 亿 deal combo is massive. 🚀

James Cameron letter to senator: $Netflix(NFLX.US) -WBD deal "disastrous" for theaters . Mark Ruffalo fires back: so Paramount is fine? Hollywood eating itself. NFLX at $76, I'm just watching.

AMZN down 20%?! It’s a chance?