Alphabet Still Wins Among thes-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Alphabet Still Wins

Among these four calls, I agree most with the Alphabet upgrade. The key is that Google’s AI investment is no longer just a massive spending story. Google Cloud is accelerating, margins are improving, the backlog is huge, and its in-house TPU technology could eventually strengthen both competitiveness and profitability. That gives GOOG a compelling AI re-rating opportunity.

I’m more cautious on CRWD and PLTR. Both remain excellent businesses with strong growth, but their valuations already assume years of near-perfect execution. At such multiples, even a small slowdown can trigger a sharp correction.

PYPL is the wildcard. The potential M&A deal could create upside, but it is fundamentally an event-driven trade rather than a pure turnaround story.

My ranking: GOOG first, PYPL second for aggressive investors, CRWD and PLTR on pullbacks. The lesson is simple: in 2026, AI exposure alone isn’t enough—valuation and cash-flow visibility matter.

@WallStreet_Tiger [真香]

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Comments

JessieTheresa
08-20 13:22
JessieTheresa
TPU v5e is the part I care about more here. If inference gets cheaper at scale, Google Cloud margin upside is bigger than the market is pricing

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What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? Do you have any plans?\n🎁 Make a post here, everyone stands a chance to win Tiger coins!","image":"https://static.tigerbbs.com/cd8eaff2e99964ab7a80d92cc196fcd3"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Alphabet Still Wins\n<p></p>\n<p>Among these four calls, I agree most with the Alphabet upgrade. The key is that Google’s AI investment is no longer just a massive spending story. Google Cloud is accelerating, margins are improving, the backlog is huge, and its in-house TPU technology could eventually strengthen both competitiveness and profitability. That gives GOOG a compelling AI re-rating opportunity.</p>\n<p>I’m more cautious on CRWD and PLTR. Both remain excellent businesses with strong growth, but their valuations already assume years of near-perfect execution. At such multiples, even a small slowdown can trigger a sharp correction.</p>\n<p>PYPL is the wildcard. The potential M&amp;A deal could create upside, but it is fundamentally an event-driven trade rather than a pure turnaround story.</p>\n<p>My ranking: GOOG first, PYPL second for aggressive investors, CRWD and PLTR on pullbacks. The lesson is simple: in 2026, AI exposure alone isn’t enough—valuation and cash-flow visibility matter.</p>\n<p><a href=\"https://ttm.financial/U/9000000000000419\"> @WallStreet_Tiger </a> [真香]</p></body></html>","htmlText":"<html><head></head><body>Alphabet Still Wins\n<p></p>\n<p>Among these four calls, I agree most with the Alphabet upgrade. The key is that Google’s AI investment is no longer just a massive spending story. Google Cloud is accelerating, margins are improving, the backlog is huge, and its in-house TPU technology could eventually strengthen both competitiveness and profitability. That gives GOOG a compelling AI re-rating opportunity.</p>\n<p>I’m more cautious on CRWD and PLTR. Both remain excellent businesses with strong growth, but their valuations already assume years of near-perfect execution. At such multiples, even a small slowdown can trigger a sharp correction.</p>\n<p>PYPL is the wildcard. The potential M&amp;A deal could create upside, but it is fundamentally an event-driven trade rather than a pure turnaround story.</p>\n<p>My ranking: GOOG first, PYPL second for aggressive investors, CRWD and PLTR on pullbacks. The lesson is simple: in 2026, AI exposure alone isn’t enough—valuation and cash-flow visibility matter.</p>\n<p><a href=\"https://ttm.financial/U/9000000000000419\"> @WallStreet_Tiger </a> [真香]</p></body></html>","text":"Alphabet Still Wins Among these four calls, I agree most with the Alphabet upgrade. The key is that Google’s AI investment is no longer just a massive spending story. Google Cloud is accelerating, margins are improving, the backlog is huge, and its in-house TPU technology could eventually strengthen both competitiveness and profitability. That gives GOOG a compelling AI re-rating opportunity. I’m more cautious on CRWD and PLTR. Both remain excellent businesses with strong growth, but their valuations already assume years of near-perfect execution. At such multiples, even a small slowdown can trigger a sharp correction. PYPL is the wildcard. The potential M&A deal could create upside, but it is fundamentally an event-driven trade rather than a pure turnaround story. My ranking: GOOG first, PYPL second for aggressive investors, CRWD and PLTR on pullbacks. 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