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IBM and Google Cloud announce a new partnership, as reported by the news wire.

Google fundamentals are fine; don't worry

Author expresses high conviction that upstream semi supply chain companies will go much higher based on massive hyperscaler capex revisions, but lists tickers as factual beneficiaries and chokepoints rather than current positions.

Watch GOOGL as a hyperscaler expected to multi-source AI chips, reducing reliance on a single vendor and adding flexibility.

The tweet is a factual historical performance ranking of assets since August 2017 with no forward-looking opinion or trade idea.

Author summarizes Broadcom earnings transcript notes highlighting strong AI networking demand and multi-year visibility through 2028, but provides no personal position or forward call.

Watch GOOGL as the author assesses a positive read-through from Broadcom's TPU deal, reducing GPU dependency and supporting long-term AI cost structure.

Alphabet's 85 billion dollar equity raise is being interpreted as a strong signal that the artificial intelligence investment boom is accelerating through public market capital.

Speaker highlights Google's Virgo interconnect architecture (134,400-chip scale, 47 Pbps bandwidth) and anticipates TPU v9 as a significant AI infrastructure milestone; no explicit position or buy call stated.

Alphabet's equity offering is reported to have closed multiple times oversubscribed, indicating strong investor demand.

Alphabet's equity sale is reported to have ended multiple times oversubscribed, indicating strong investor demand for the stock.

Google is conducting a multi-billion dollar secondary equity offering with Berkshire Hathaway reportedly signed on to the deal, which could reshape Big Tech fundraising for AI ambitions.

The author argues that software and IGV are driven by ecosystem dynamics between Ant and OpenAI rather than AI disruption, with hyperscalers like MSFT and ORCL facing pressure from Google crowding out supply, while ORCL may need to raise equity.

Author notes GOOG's capex guidance increase mirrors past selloffs but suggests management sees clear ROI, leaving direction unclear.

UK regulators issue a rebuke to Google as the debate over how much freedom to give big tech companies begins in Britain.

Google owns or controls a string of high-moat businesses: YouTube, Android, Waymo, DeepMind, Gemini, TPUs, and stakes in SpaceX, ASTS, Anthropic. The stock has pulled back ~15% from highs. The dip creates a rare entry point in a company with diversified future growth catalysts (AI, autonomous driving, satellite internet, education, cable TV) that the market may be undervaluing. Buy GOOGL on the pullback for a long-term hold (10 years), expecting significant upside as these assets monetize and compound. Continued dilution (noted in comments), regulatory antitrust actions, advertising revenue slowdown, AI competition (e.g., OpenAI), or a broader market crash that could push the stock lower in the short term.

Google's DreamBeans AI feature is now available for eligible Google AI Ultra users in the U.S. on Android and iOS starting today.

Google Labs is launching DreamBeans, an AI tool that creates custom daily stories for users.

Reports Alphabet's significant CapEx increase and compute bottleneck due to AI demand, but no personal directional commitment.

Alphabet upsized its equity raise to 84.75 billion dollars from 80 billion to help fund growing AI spending plans.

Alphabet reports that its Gemini app has reached over 900 million monthly active users compared to 400 million year-over-year.

Alphabet reports that its AI overviews feature has surpassed 2.5 billion monthly users, following earlier news of Gemini app reaching over 900 million monthly active users.

Alphabet announces that Gemini 3.5 Pro is expected to be released in June.

Alphabet reports that its Gemini app reached over 900 million monthly active users in May, up from 400 million year-over-year, while maintaining its full-year capital expenditure guidance of 180 to 190 billion dollars.

Alphabet reports that its Gemini app has reached over 900 million monthly active users compared to 400 million year-over-year.

Alphabet maintains its full-year capital expenditure guidance of 180 to 190 billion dollars against an estimate of 186.6 billion dollars.

Alphabet announces that capital expenditures will increase significantly compared to 2026 levels.

Alphabet expects net proceeds of approximately 16.6 billion dollars from its depositary share offering priced at 355 dollars and 20 cents per share.

Google's equity raise exceeded expectations according to a report from the Wall Street Journal.

Alphabet increases its equity capital raise to 84.75 billion dollars from an initially planned 80 billion dollars.