Alphabet Inc Pref Shares GOOGN 6.25 05/15/2029

BofA: We do not expect “de-spec” or lower memory content in new GPUs/ ASICs; instead, we assume a further increase, to 1,000GB per Rubin Ultra or 384GB for the new Rubin, vs 288GB currently.

Breaking: OpenAl, Anthropic, Google, and xAl just got sued for allegedly colluding to slow down Al development together

Many Google TPU customers are already asking Google for SemiAnalysis AgentX performance results, as customers are saying that it is a representative workload of their agentic inference traffic.

Breaking: Michael Burry says Big Tech's filings hiding something, and Oracle just became the Big Short

$Oracle(ORCL.US)

POST for 22/9/26 (out of desk)

1️⃣ I have to support them cos they always will invite me to their event which just done this year and I was there at MBS. This year was more impactful than all past years.

Oracle’s key competitive advantage is its deep integration of industry-leading database technology with OCI (Oracle Cloud Infrastructure), including the Autonomous Database that automates tuning, patching, security, and scaling—reducing operational effort and costs.

It also differentiates through its multicloud strategy and high-performance Exadata infrastructure, allowing customers to run Oracle workloads across Oracle, Microsoft Azure, AWS, and Google Cloud while maintaining enterprise-grade performance and reliability. $Oracle(ORCL.US)

2️⃣ I intended to buy more but the prices did not came down but instead shown me it slowly but surely will rises as seen last session.

3️⃣ Towards mid to long term, am confidence they will continue to do well.

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."

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

$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

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.