ASML is up +100% in the past 6 months, up +40% in the past month alone and just posted earnings so good that it's trading basically flat on the day. What an absolute beast.
$META
META Q4 2025 EARNINGS:
$59.9B Revenue, +24% YoY
$8.88 EPS, +11% YoY
$115-$135B of capex guidance
Ad impressions +14% YoY
Average price per Ad +10% YoY
Mark Zuckerberg:
"I'm looking forward to advancing personal superintelligence for people around the world in 2026."
Google $GOOGL wants it all, look at the difference in responses from a LLM with personal intelligence versus without.
Google's Gemini will have this personal intelligence from your usage of their other apps, websites, and software across your devices.
Other competitors will not.
Google wins the AI race. That's it.
Every single investor has winners and losers. Nobody has 100% successful stock picks. Even Buffet, Munger, Kantesaria, Peter Lynch, you name it, don't.
The only person that has 100% successful stock picks is the anonymous guy replying in your comments.
$GOOGL & $NVDA are deepening their partnership to anchor agentic AI inside Google Cloud.
This makes AI runnable where enterprise data actually lives and cheap enough to automate real workflows.
ABCap is now ultra bullish on APX !
ABcap earned my respect since they had anticipated massive impact of the online gambling restrictions and psei inclusion, and adamantly denied online gaming ban different from some brokers that had implication of the probability at that time
Google $GOOGL is starting to take the lead in the AI race against OpenAI. Gemini is taking market-share and Google is innovating faster than OpenAI with tools like nano banana. They are leading in robotaxi with Waymo. They have a flourishing cloud business that is growing at a high-rate.
Google is also integrating AI into every part of their ecosystem as well which OpenAI simply can't do. Google's AI capabilities are in YouTube, search, maps, docs, sheets, slides, gmail, chrome, pixel phones, drive, meets, calendar, etc.
It is only a matter of time till Google runs away with the win and it becomes a blowout. Only a matter of time...
damn, nfts were fuckin cray, had an acquaintance who pulled a rare and got an offer of 100 eth, she didn't take it lmao ended up taking a 15eth offer and buying azukis lol......... i wish i had that 100 eth offer
Google has a shot of becoming the biggest company in the world.
First they passed up Microsoft, now they passed up Apple. The only one left is NVIDIA.
The story arcs of YouTube, Cloud, Gemini, and Waymo, are very long. We're only half way there.
its funny how the fast fill boxbreaker has the shittiest line ups and break quality. I dont get how he fast fills with the trash service that he provides. Its also funny how the pinoy card featurer chooses to feature foreign based hits instead of local hits.