alphabet
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As the first major AI hyperscaler to post numbers this quarter, the report serves as a major market litmus test for AI investors. Long-term investors holding AI infrastructure assets do not need to worry. The structural buildout is not slowing down anytime soon. Even so, short-term price action could get interesting. Heavy capital spending often…
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Welcome Warren! The world’s most famous technology sceptic is now an AI investor with huge investment in Alphabet. But at the same time warning that the tech giants leading the charge are trapped in an endless war of attrition.Google, Microsoft, and Amazon are pouring hundreds of billions into capital expenditure to stay competitive. Buffett calls…
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I bought Alphabet shares today for under $320 First purchase after I called it last year at $195 and it doubled this year hitting a high of $399 per share. It’s quarterly earnings were good, outlook solid but investors spooked by the increased investment in AI infrastructure. Having the infrastructure is key to long-term success…