Alphabet Inc Pref Shares GOOGM 6.25 05/15/2029

Norway's Sovereign Wealth Fund's just got US$184.3 Billion richer driven mainly by technology stock. It held 1.28% stake worth US$62 billion in Nvidia, a 1.24% stake worth US$52 billion in Apple, a 1.17% stake worth US$50 billion in Alphabet, a 1.27% stake worth US$35 billion in Microsoft and a 1.7% stake worth US$34 billion in Taiwan's TSMC. This was their largest gain ever. Like wise, Singapore's Sovereign Fund's, Temasek just invested into Sk Hynix and Samsung after both of the stock having endure a bitter sell off since July. However Norway Sovereign Wealth Fund's do caution against having a 20% high of technology stocks in it's portfolio arguing that any economic volatility will easily erased all it's gain. Is technology stocks exposure too great in your portfolio, mine surely is and it due time to either cash out or diversify.

Breaking: The Magnificent 7 have lost over ~$2,839,000,000,000 of market capitalization from their all-time highs

Alphabet is at the centre of the news once more - for another round of debt offering that could potentially dilute shareholders. Google initially recovered strongly post earnings as the stock climbed back strongly with buyers stepping in to support the momentum, but now is sliding back to low 300s with more debt offerings to fund its Capital Expenditures.

I just chased it aggressively at $343 at a small quantity. wouldn't sell a good long-term position simply because it has risen. For new money, I’d prefer buying in 2–3 tranches, with a more attractive accumulation zone around $315–330, and I'd become considerably more interested below $300.

Stocks held on to gains after CPI came in as expected, though oil prices edged higher after a senior Iranian official commented that there were no discussions with US on extending a ceasefire. With in line expectations of CPI, FED is now more likely to continue to hold steady as there is barely any major changes that would threaten the economy.

If CPI is good then all the tech sector will rebound if not.. prepare for the red day 😖😖

🌟🌟🌟$Alphabet - C(GOOG.US)has just suffered a brutal double digit haircut, tumbling 20% below its recent all time high of USD 404 to USD 343. The financial talking heads are treating the world's undisputed king of information like a failing tech startup. They are panicking but I am buying.

This drop is nothing more than a temporary noise obscuring an absolute monopoly engine.

Google still commands over 90% of global internet search and 95% of smartphone search traffic. People don't "Bing" things. They "Google" them. That digital real estate is a literal licence to print ad revenue.

At USD 343 per share, Alphabet is trading at a P/E ratio of just 17.2. It is deeply undervalued relative to its mega cap peers.

Investing is about zooming out. The market is giving me a golden opportunity to buy one of the most powerful corporate empires in human history at a big discount because it decided to invest heavily in its own future.

I am happily buying this dip and letting time do the heavy lifting.

I believe the markets wants to see the CPI numbers first before deciding where it wants to go. If the numbers show inflation tapering, it will be good for the markets.

This market is too tricky to guess which way it wants to go. And many times I have mentioned that narratives are secondary to price action. Having said that, the market might be waiting for the CPI numbers looking at how lacklustre it has been lately.

I see Alphabet’s pullback as more about AI spending concerns than weak fundamentals. Q2 revenue grew 24% and Cloud jumped 82%, but with 2026 CapEx potentially reaching $205B, investors want clearer proof that these investments will translate into stronger cash flow and returns.

Meanwhile, CRWV, SMCI and LITE showed that AI infrastructure demand remains strong, with CRWV’s backlog above $100B and LITE saying laser demand far exceeds capacity. So I’m not ready to call the AI trade over, but valuations are clearly facing higher expectations.

I’ll be watching CPI and upcoming earnings closely. From here, beats alone may not be enough — orders, margins and guidance will determine who can keep rallying. I still see room for the AI trade, but the market will increasingly reward companies that can prove real returns from AI spending.

maybe small correction coming soon as approaching US mid term. hopefully theres a chance to buy the dip for those who wish to. just dont panic sell.

In the past two years, the growth of the Singapore stock market and the Straits Times Index has become a standout presence in global stock markets. The pragmatic approach of Singapore-listed companies, along with their relatively low volatility compared to other securities markets, serves as a very important stabilizing factor in investors' portfolios. Over these two years, I have heard many friends share that the Singapore stock market is by no means inferior to the US stock market; it is a highly worthwhile investment target. Do not overlook it simply because its total market cap and price gains are smaller; holding it will make your portfolio more balanced. I hope that after hitting new highs, the local stock market can continue to develop steadily at its own pace.

Singapore's Ministry of Trade and Industry raised our 2026 GDP forecast massively after a rapid growing economy in the first half of the year, particularly driven by AI-related capital expenditure lifting the electronics and precision engineering clusters. As a huge exporter of time sensitive and high value goods, this is encouraging for our local economy. Let's hope we can continue to take advantage of this AI rally.

AI demand remains strong, but markets are becoming more selective as rising capex, valuations and cash-flow concerns shape the next phase of the AI trade.

SG upgraded GDP outlook keeps the market environment supportive, particularly for banks and companies linked to AI, infrastructure and manufacturing. Stronger AI demand, electronics and precision engineering activity continue to support growth.

Market participants are closely monitoring interest rates, inflation, valuations and upcoming corporate earnings for potential risks.With the STI near record highs, investors may want to stay selective and look for opportunities on pullbacks rather than chase the rally

I think the impt is the US CPI, hope it’s good

Earnings so far meeting expectations for most. Watching the CPI print tonight. Might give markets a further boost if the data is favourable.

Alphabet’s decline highlights growing investor sensitivity to AI spending and cash-flow pressure despite strong operating growth. Q2 revenue and Cloud performance remained robust, but higher 2026 capex guidance and new debt issuance raise concerns over funding requirements and returns on AI investment. Broader markets also edged lower, reflecting a cautious risk environment. The key focus is whether sustained AI investment can translate into sufficient future earnings and free cash flow to justify elevated valuations.

Take caution as the market dip and goes into correction pullbacks. If you like the stock consider DCA into stocks instead of all in. Do not trade emotionally but systemically.