$IVZ MSCI KUWAIT(MKUW.UK)$   KPC Forced to Slash Crude Output As exports ceased due to the US military blockade of the Strait of Hormuz, Kuwait’s storage facilities reached maximum capacity within weeks. Kuwait Petroleum Corporation (KPC) was forced to drastically cut crude output, adding to previously instated oil and gas curbs from Iraq and Qatar, as the war against Iran has blocked shipments from the Middle East. Iran faced similar technical pressures, cutting its own production as the storage tanks hit the “red zone” due to the US Navy blockade of Hormuz, the world’s most important oil artery that accounts for 20 per cent of global oil and LNG supply. According to the Baker Institute, the “Losing Hormuz”

I'll think that Google is going to breakout above $400 within this year, given the current successful AI investment that is widely used already.  As a user,  I love Gemini, I love Google-ing.  I am also paying for it's cloud service too.  Who is not a Google user, thumbs up here. Lol!  Plus, the shares they hv in Space stock... yes! 

I’m still buzzing from seeing Alphabet’s stock price jump 10% in a single day! It’s wild to think that Google is now sitting at a $4.6 trillion market cap after their cloud revenue and AI search features absolutely crushed expectations. As a new investor, it’s hard not to wonder if they can actually push past that $5 trillion milestone before the year ends. They only need about another 10% gain to get there, and with Waymo finally scaling and $127 billion in cash sitting on their balance sheet, it feels like they have plenty of fuel left in the tank. I’m definitely keeping a close eye on that $401 price target, though I'm curious if the current antitrust headlines will slow them down. ​What do you think—is it too late to jump in, or is $5 trillion just the beginning?

The USD 5 Trillion Dream: Alphabet's AI Coronation  🌟🌟🌟Following a breathtaking Q1 2026 earnings report, $Alphabet(GOOGL)$  $Alphabet(GOOG)$  market cap shot past USD 4.6 trillion this week, nearly tripling its value in just 2 years. This isn't just a rally.  It is a structural re-rating.  Analysts now believe hitting a USD 5 Trillion market cap in 2026 is no longer a bull case day dream.  It is a matter of when, not why. Google's Super Earnings Receipts  Google didn't just beat estimates.  It changed the narrative from AI potential to AI utility. Top Line Surge: Revenue reached USD 109.9 billion, a 22%

Alphabet Inc. just delivered the kind of quarter that changes narrative, not merely numbers. My view: Why the market re-rated GOOG 1. Cloud acceleration is real Google Cloud grew 63% to ~US$20B, materially ahead of expectations, while backlog surged past US$460B. That signals demand visibility, not a one-quarter spike.  2. Gemini is monetising meaningfully Management highlighted 40% QoQ growth in Gemini Enterprise paid MAUs, and enterprise AI solutions are now Cloud’s primary growth driver. This is important because AI is shifting from cost centre to revenue engine.  3. Search remains a fortress Search revenue still grew 19%, easing fears that AI chat products would cannibalise Google’s core cash machine. That combination, legacy cash flow + new AI monetisation, is powerful. 

Alphabet (GOOGL): The standout winner today, surging +9.96% 2. The strong move is likely driven by positive sentiment from news about its Google Cloud launching a $750M fund to drive AI adoption2, a key differentiating catalyst. It broke above its resistance level of $350.71, showing strong buying pressure. Tesla (TSLA): Showing resilience with a +2.37% gain. While not at the same level as GOOGL, TSLA is defying the broader tech weakness seen in names like META and NVDA. Its amplitude (4.45%) suggests high volatility and active trading, distinguishing it from steadier names. ⚖️ Moderately Positive / Neutral: Amazon (AMZN): Edged slightly higher by +0.77% . AMZN's move is a modest gain against a mixed backdrop. It's a more defensive holding within tech today. Apple (AAPL): Also slightly up

Great summary of Big Tech earnings by my friend Tiger Capital Research. $Alphabet(GOOG)$  $Amazon.com(AMZN)$  

Google is a long term winner! It has adapted well with Gemini becoming a great tool which is mostly free vs others like Chatgpt charging after a few questions. Plus w gemini now integrated with other google tools such as google ai search, google is keeping its hold on the search and advertising business. And to top it all Google TPU chips are game changer for agentuc AI!

Alphabet’s beat looks more fundamental than sentiment driven to me. Cloud strength matters, but the bigger signal is that Google is starting to show AI can support both growth and monetisation at scale.  My read: the rally makes sense,  but the path to a $5T narrative depends on whether this becomes sustained margin-accretive execution, not just one strong quarter.$Alphabet(GOOGL)$  

$GOOGL 20260529 330.0 PUT$ 2 day jump 75%

GOOG’s beat looks more fundamental than sentiment-driven. Why: • Strong Google Cloud growth suggests enterprise AI spend is converting into real revenue, not just capex promises. • Search ads holding firm means Gemini is likely enhancing monetisation rather than cannibalising core search. • The sharp divergence versus Meta shows markets are rewarding visible AI ROI, not AI spending alone. Can Google hit US$5T? Yes, but execution matters. That requires sustained Cloud acceleration, Gemini enterprise adoption, and defending search economics against AI-native rivals. My view: US$4T is achievable first, US$5T is possible if Gemini becomes a durable earnings engine rather than a feature showcase.

$Coinbase Global, Inc.(COIN)$   $Strategy(MSTR)$   The Federal Reserve will make its latest interest-rate decision later in the day and is expected to hold rates. It's also likely to be Chair Jerome Powell's final press conference in charge. Then four of the biggest U.S. tech companies will report earnings after the close -- Amazon, Alphabet, Microsoft and Meta Platforms. Big tech earnings and Fed commentary both have the potential to lift cryptocurrencies out of their recent limbo. Bitcoin has failed to break above the $80,000 level on several occasions in recent weeks, despite getting very close. Bitcoin was trading at $77,049 early

Go go go go go go go google!

Google at All-Time Highs: Will Earnings Fuel the Run to $400, or Trigger a Brutal Sell-the-News? Alphabet ($GOOG) just closed near a fresh all-time high of $348, riding massive momentum following the reveal of its 8th-generation TPU lineup (TPU 8t and 8i) at Google Cloud Next last week. The market is currently fully pricing in Google’s aggressive evolution from a search giant into an "Agentic AI" infrastructure powerhouse. But with the stock trading at record levels and expectations sky-high heading into the earnings print, the real question for active traders is whether this fundamental momentum can sustain a breakout toward $400, or if we are walking blindly into a classic sell-the-news trap. 1️⃣ Why the Market Reacted So Violently to TPU 8 The recent rally isn't just retail hype; it rep

Google reaching new highs says a lot about how much confidence the market has in the business right now. But at these levels, the question changes. It is no longer just about whether Google is strong. It is about whether earnings can keep outperforming what investors have already priced in. For me, the things that matter most are: - Advertising  resilience - Cloud momentum - AI monetisation - Also whether management can keep proving that growth and discipline can coexist My view: Google can still be a high-quality long-term name, but the higher the stock goes, the less room there is for even small disappointments.

Alphabet at $400 this year is plausible, but earnings must validate three things: 1. Cloud acceleration: If Google Cloud sustains ~high-30s to 40%+ growth, the market will reward it with a higher multiple. 2. TPU monetisation: TPU 8t/8i is strategically strong. Google is now attacking both training + inference, with better performance-per-dollar and lower latency, directly strengthening its AI moat.  3. Ad resilience: Core Search margins still fund everything. If AI Overviews lift engagement without hurting monetisation, upside remains open. My view: Base case: $360 to $390. Bull case: breaks $400. Risk is classic sell-the-news, especially after a fresh ATH, if Cloud growth merely meets expectations. Still, among mega caps, Google may have one of the cleanest AI full-stack stories: ch

$Alphabet(GOOGL)$  is set to report its fiscal Q1 2026 earnings on Wednesday, April 29, 2026, after the market closes. The stock has been riding a strong wave of momentum, up roughly 18% in the last 30 days, which sets a high bar for the release. Q1 2026 Earnings Expectations Wall Street is looking for strong revenue growth offset by heavy investment in AI infrastructure. Consensus Revenue: ~$106.9 billion (approx. +18.5% YoY) Consensus EPS: ~$2.62 – $2.68 (down from $2.81 last year) Implied Volatility: The options market is pricing in an expected move of approximately ±5.26% (or ~$18.00) for the expiration following the earnings report. Key Metrics to Watch 1. Google Cloud Growth & Backlog Investors are hyper-f

$GOOG 20260515 300.0 PUT$ will google continuous grow with AI theme ?

$Alphabet(GOOG)$ just punched a fresh all-time high, fueled by the blockbuster reveal of its eighth-generation Tensor Processing Unit at Google Cloud Next. This isn’t just incremental hardware — it’s Google aggressively asserting itself as a true frontrunner in the AI infrastructure arms race, with TPUs now positioned as a credible, power-efficient alternative to NVIDIA’s dominance. The market is clearly pricing in a stronger cloud story and deeper vertical integration. But with the stock already at record territory, the big question looms: will this week’s earnings keep the fireworks going, or will we see classic sell-the-news profit-taking? 😱 What’s Driving the TPU-Fueled Breakout Eighth-Gen TPU Launch: Major leap in performance and efficiency,