I don’t think folks talk enough about how important management is in the stocks they own & $GOOGL is the perfect case study.
They acquired 40K $NVDA chips before TPU deployment went mainstream in 2014 & paired that decision with the $400M DeepMind acquisition. That combination created a foundation that allowed them to understand model training, infrastructure demands & the direction of the new digital economy before anyone else was even paying attention.
This is the reason Google continues to hold a meaningful lead in AI capabilities even though the market has spent the past year trying to lump them into the same “GenAI vulnerable” bucket that has weighed on $ADBE.
That is what strong management actually looks like when it has the ability to see the next curve before the market can price it & to commit to that direction even when the noise suggests something else.
$NBIS reaffirmed its 2025 ARR outlook at $1B & tightened revenue guidance to $500M to $550M for the year.
Management basically said demand is absorbing everything they build & $NVDA Blackwell is pulling customers into longer-term pre-purchase commitments.
ยับเยิน! นี่คือภาพความเสียหายของฐานทหารกัมพูชาบนภูมะเขือ หลังจากถูกตอบโต้กลับทางอากาศด้วยเครื่องบินขับไล่ JAS 39 Gripen ของกองทัพอากาศไทย เมื่อวันที่ 26 กรกฎาคมที่ผ่านมา
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Devastated! This is the condition of the Cambodian military base on Phu Makkhuea, following retaliatory air strikes by Royal Thai Air Force JAS 39 Gripen fighter jets on July 26.