Post summarizes hyperscaler AI capex, backlog, and supply-chain beneficiaries, and lists explicit long positions in NVDA, GOOGL, META, MSFT, AMZN, TSM, and MU.
NVDA — LONG Author lists NVDA as a long position while detailing that Nvidia designs AI GPUs (H200, Blackwell Ultra, Rubin), CPUs (Grace, Vera), and networking, and that hyperscalers mention Nvidia partnerships in earnings calls. The causal mechanism is AI data-center capex growth at AMZN, MSFT, GOOGL, and META driving demand for Nvidia accelerators and platforms. No specific price target, catalyst date, or risk is stated.
Long positions: NVDA, GOOGL, META, MSFT, AMZN, TSM and MU. Not financial advice.
GOOGL — LONG Author lists GOOGL as a long position and highlights Google Cloud revenue up 47.5% YoY, ads revenue up 13.5% YoY, and 2026 capex guidance of $175–185B to support AI infrastructure. The mechanism is continued cloud/AI investment and a $240B backlog (up 151% YoY) supporting Alphabet's AI franchise. No target, horizon, or explicit risk is given.
Long positions: NVDA, GOOGL, META, MSFT, AMZN, TSM and MU. Not financial advice.
META — LONG Author lists META as a long position and cites ads revenue up 24.1% YoY driven by AI-enhanced targeting, plus 2026 capex of $115–135B to accelerate AI research and product development. The mechanism is AI improving ad monetization while heavy capex builds compute infrastructure, including a roadmap of over 600,000 H100-equivalents. No target, horizon, or explicit risk is stated.
Long positions: NVDA, GOOGL, META, MSFT, AMZN, TSM and MU. Not financial advice.
MSFT — LONG Author lists MSFT as a long position and highlights Intelligent Cloud revenue up 29% YoY, Azure growth 39%, a $625B revenue backlog (up 110% YoY), and estimated $100B+ capex. The mechanism is AI service demand outpacing capacity, driving Azure and AI infrastructure investment. No target, horizon, or explicit risk is stated.
Long positions: NVDA, GOOGL, META, MSFT, AMZN, TSM and MU. Not financial advice.
AMZN — LONG Author lists AMZN as a long position and cites AWS revenue $35.6B up 23.6% YoY (highest in 13 quarters), ads up 23.1%, $244B backlog up 40%, and $200B+ 2026 capex for generative AI data centers. The mechanism is AI-driven cloud and advertising growth plus aggressive infrastructure buildout. No target, horizon, or explicit risk is stated.
Long positions: NVDA, GOOGL, META, MSFT, AMZN, TSM and MU. Not financial advice.
TSM — LONG Author lists TSM as a long position and identifies TSMC as the manufacturer of all logic chips from Nvidia, Google, Meta, Amazon, and Microsoft, as well as Nvidia networking equipment. The mechanism is hyperscaler AI capex flowing to TSMC as the foundry for AI accelerators and custom silicon. No target, horizon, or explicit risk is stated.
Long positions: NVDA, GOOGL, META, MSFT, AMZN, TSM and MU. Not financial advice.
MU — LONG Author lists MU as a long position and identifies Micron alongside Samsung and SK Hynix as designers/manufacturers of memory chips benefiting from AI capex. The mechanism is AI infrastructure demand for memory across hyperscaler buildouts. No target, horizon, or explicit risk is stated.
Long positions: NVDA, GOOGL, META, MSFT, AMZN, TSM and MU. Not financial advice.