$GOOG 将改变世界！ Google Cloud Next '26 • 时间： 2026年4月22日 – 4月24日 Google I/O 2026 已经官宣定档在 5月19日 – 5月20日。 https://t.co/PeuFjPryg6

好消息是 $GOOG 有大单买入，坏消息是，这个单可能就是我😭 https://t.co/TnuCGoxusP

目前日线RSI超卖的大股票有如下几个： $MSFT 26.44 $GOOG 29.25 $META 27.22 https://t.co/QeWnTjxeD1

如果 $GOOG 明天还能继续跌，我认为会有磅礴的🐉龙气帮助其大反弹。 https://t.co/y2WFGb0yUL

有消息声称 $AAPL 获得了 $GOOG 的完全许可，甚至可以蒸馏他们的模型。 这就是Apple的水平。有人需要整个模型才可以蒸馏，有些人不需要。

RT @KairosPraxis: @labubu_trader Same thoughts. I think: a) $GOOG is way ahead of what this paper suggests b) Other labs will be innovatin…

继 $GOOG 之后 $AMZN 也将发债造数据中心。

Michael Saylor @Saylor, arguably one of the most exposed to this technology if it ever actually arrives through $MSTR, has a great take on the hypothetical “quantum computer threat” to Bitcoin, that he says is 30–40 years away! $BTC $BTQ $IONQ $LAES $RGTI $QUBT $QBTS “If a quantum computer that Google had actually threatened cryptography today, Google’s own engineers would already be shipping upgrades to their encryption stack, and they would be huddled with Microsoft’s engineers right now, because $GOOG and $MSFT would be the two biggest losers. And if they weren’t doing it, Zuckerberg would be doing it at $META.” They’re not - because the tech is nowhere near ready. No one who actually builds this stuff is panicking today. Quantum is not NOW, despite what these hype-driven CEOs like to imply. Video credit courtesy of Impact Theory.

$GOOG 连续5天下跌，目前到了破位的位置，如果撑不住会先到280。我之前说过 $GOOG 的财报是比较逊色的较之于 $META, 和 $NVDA 比那更是差得没边了。 他的叙事和momentum有些虚弱，我们要关注一些发布和情绪面。

Everyone panicking about the stock market sell-off…Yet SPY is flat YTD (-0.11%) and less than 2% from all-time highs ($682.39). You have no idea what’s coming with a real correction or collapse. You think there are opportunities now $IBM $GOOG $AMZN $NOW $ADBE? Give it time - they’re about to get a whole lot sweeter. Keep cash or bonds on the side - I'm 60% allocated to bonds $TLT in 2026, when this collapse actually plays out I'll take more entries - who says you can't time the market?

今天不跌的 就是过几天要涨的。 $AAPL $GOOG $NVDA

我觉得AI泡沫的第一次破裂，应该发生在2027年的年中左右 届时 $NVDA $GOOG $MSFT $AMZN $META 可能会下跌50%左右 在此之前是安全的 时间是按照B300全面量产半年以后，H100-H200系列芯片80%折旧以后，至少有两个季度，云计算厂商会出现折旧亏损推算的 B系列全面量产以后H系列已经没有一秒运行的价值，届时他们将在市场抛售，价值近乎归零。

$GOOG 大飙升😩 卖飞了

$GOOG 咕咕噜有龙气，还好我嗦了。

现在的市场 就像在往满水的杯子里放硬币 巨大的不确定性遏制了主力的买盘， 但是在不确定性下不跌恰恰说明潜在的方向是向上的， 所以我们关注一下今天不跌的股票 $GOOG $AMZN $TSLA $UBER 是没毛的。 一旦关键的事情，要么是Trump的信号，要么是什么特别的事情发生了，买盘立马就会涌入。 https://t.co/TmfbhZ5ob0

Gemini 3.1发布了，虽然今天水花不大，但是 $GOOG 股价经常后发制人。

也不能完全这么说，因为 $AMZN 的P/S 比 $GOOG 低很多哦。所以目前来说， $AMZN 是比 $GOOG 便宜的。而且 $AMZN 炒人和提效的速度比 $GOOG 快很多，所以目前的 CAPEX到明年， $AMZN的自由现金流可能会比 $GOOG 稍微宽一些。

三大云计算 $GOOG $AMZN $MSFT 均出现了反转信号。 https://t.co/au5hCTjLNB

$GOOG updates Gemini 3 deep think

$GOOG 天天跌的主要原因，一个是Capex和发债，另一个就是他们模型现在跟不上节奏。一旦OpenAI新模型出来，立马又是大阴线。所以最近如果企图买 $GOOG 要做好这个准备。

Bla bla bla, $GOOG drops everyday.

Your favorite stock doesn't know you exist - and it sure as hell won't thank you for defending it on X. $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG $PLTR $PATH $TSLA I've been there: rooting for a name like it's on my team, tying my identity to it, scrolling on X for confirmation bias every dip. It clouds everything in your mind. Suddenly you're not investing - you're in a relationship. Common sense investing means staying brutally objective. See the company for what it actually is today based on fundamentals, not what you wish it still was. No tribalism, no team loyalty, no ego in the portfolio. The market doesn't care. The moment the risk/reward flips against you or your thesis changes I'm out- no matter how much I've praised it, how long I've held it, or how many times I've called it a high conviction pick. Always be prepared to change course. I've sold forever holdings when my thesis changed. New direction, management, failed tech development, missed earnings etc. That's not disloyalty, that's been disciplined as an investor. Detach your identity from any single ticker. Your job is to make money, not to marry a stock. What's one position you know you should probably cut but haven't yet? Be honest in the replies!

TSMC $TSM 释放了更多 CoWoS 产能规划（从月产 10 万片上调至 13-14 万片） 这些新增的产能已经全部被 $NVDA $GOOG $AMD 瓜分干净。

$GOOG 由于现金流枯竭，不得不发巨额债务！而 $MSFT 将继续分红回购以及储备现金流，never punish people using money wisely！

Goog走势还是很强！ 难道那些 long goog short OAI的人只是把做空那条腿给平仓了？ Goog的模型未来一年可能不会有太大惊喜，比收入更远远及不上OAI anthropic

水退了全死，大跌与暴跌的区别 业绩好坏没人看的，赚钱的补跌起来更猛。回头看看2008年AAPL Goog GS跌幅就知道了 等AI真泡沫了肯定会让你看到的 1. 通胀回归 2. OAI或Anthropic IPO空头give in式爆涨 3. 你养老金账户买满了DC债券 估计以上三件事会在末期一起发生

Just spent my Saturday morning watching one of my all-time favorite Warren Buffett talks: His 2003 lecture at the University of Nebraska. $OPEN $OKLO $BTQ $GME $IONQ $RGTI $PLTR $BBAI $QUBT $ACHR $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG $PLTR $PATH $TSLA Pure gold more common sense investing & life wisdom than 90% of books out there. Key gems: - Accounting is the language of business, - integrity > intelligence + energy, - the 'Newspaper Test' for decisions, - reputation takes years to build/minutes to lose, and - why character trumps everything when picking partners/leaders. Just over 60 minutes long, but worth every second. It's the perfect weekend for it! Bookmark, Listen and re-listen!

如果说谷歌的技术能力是微软的两倍，那么微软的销售能力是谷歌的4倍。 $GOOG $MSFT

US Hyperscaler CAPEX is going parabolic. At this speed, total CAPEX will hit $4 Trillion by 2030. The hyper-bull case for $NVDA: If every $1 of CAPEX translates to $0.75 of Nvidia revenue: • Revenue: Hits $3 Trillion. • Profit: ~$2.25 Trillion (More than $MSFT $GOOG $META $AMZN combined). • Valuation: At 40x P/E, $NVDA becomes a $90 Trillion company. That is 2x the entire estimated US GDP for 2030. 🤯🐂 That is a 20x opportunity in next 5 years.

正在用生命Pump巨硬，车上的人速开点赞！#MSFT $MSFT $GOOG $QQQ $AAPL $NVDA

You just destroyed $GOOG.

能咋说呢～～今天谢谢Goog给空间 另外，OAI还有新的基座模型2月底3月上线，OAI融资完成 long Goog short OAI trade 会开始平仓的

$MSFT 已经是花钱最少的云厂商了，花钱少跌， $AMZN $GOOG 花钱多也跌，难道花钱就要跌？ 100%跌？

战略就是调配资源，AI战国争雄的资源就是卡，比谁把“资源”（卡）用在刀刃上了 个人觉得Xai走快速部署大集群算力能力的路径可能更好，无奈他买不到那么多NV卡。有资源的相比我对Oai Anthropic比goog更有信心一点 但模型大战千变万化，谁胜出，内行、参战的都不知道，我这外行只能说“资源”不过时

1. 指数跌的时候大家会无视叙事 2. Goog未来负叙事将是用TPU比NV在大集群训练劣势 当B系列卡的模型出来的时候，发现Genimi也就这样 接着会讨论TPU performance/w的问题，不适合军备竞赛 这时候+ Goog - OAI trade可能平仓 我不是Fud，自己大量极低成本的Goog储蓄从来不卖。持有无所谓这些周期的

X supposed "technical analysis" guru JROULDZ posted his portfolio on Jan 18 (below). Since then? His entire portfolio has had brutal drawdowns across the board: $RGTI: -40% $IONQ: -40% $QBTS: -40% $RKLB: -33% $PLTR: -25% $AMZN: -15% $GOOG: -15% $LMND: -30% $ARKG: -15% Even his "other bucket" which includes $RR (Richtech Robotics) has collapsed recently too down -50%+ over the last couple of weeks! Don't blindly follow X gurus chasing TA setups. TECHNICAL ANALYSIS DOESN'T WORK. Fundamentals, news, dilution, and macro rotations crush hype fast. DYOR!

三大云厂商已经进入养蛊阶段了。全面杀疯， $MSFT 1000亿， $AMZN 2000亿 $GOOG 1800亿， $META 1300亿，总计6000亿美元。 仅仅着四家公司的基础设施投入就将拉高美国2%的GPD。比过去数年的GDP增长还高。 为什么 $NVDA等芯片板块没有拉涨，因为市场害怕这些巨头烧钱抢客户的速度实在太快了。如果最终血本无归，他们将遭受前所未有重创。不再有资本对下一代的机会进行投资，同时将背上巨额债务。 2026年，硅谷可能将面临有史以来最狂暴的裁员潮。这些资金将疯狂涌入 $NVDA $AMD $AVGO $TSM $MU $SNDK …

$AMZN 预计将拿出比 $GOOG 还大的 CAPEX $NVDA $MRVL

其实本次 $GOOG 的财报，我最不满的是没看到AI的收入。 出于某些原因，Gemini的收入没有被单独列出来。但是Gemini的成功是这段时间Google股价疯狂上涨的主要推手。 原因就是Gemini的收入可能被直接并入了Google Cloud和订阅服务里。用来润色某些不足的数据。 其实如果能够单独列出来，并且给一个类似于OpenAI或者Anthropic的2030年千亿营收目标，我认为对股价的帮助会更大。 希望未来某一天Google会这么做。

$AAPL 可以直接获得 $GOOG 的技术吗？

我仔细看了一下 $GOOG 的财报，说实话，远远逊色于 $META 和 $MSFT 。

目前各个公司释放的Capex纷纷指向了一个事实： 2026年各个公司花费在数据中心的Capex将提高约65%~100% 如果以这个速度继续增长，哪怕是强如 $GOOG $MSFT 在明年，收入将无法覆盖CAPEX和Operating Cost.

$GOOG 还行，Capex提高，导致 $AVGO 大涨

$GOOG 只要财报胜利涨5%，市值就会变成世界第一。

本周财报过后 $GOOG 是否会成为市值最高的公司

$GOOG has some clever investments!

My US stock holdings are mostly in these categories now with small exposures in the tech sectors. I'll take profits on GOOG/AMZN before the ERs. And XLF/XLI will be cut if I see any major SPX selloff coming. In summary I'll be cautious and stay in a risk off mode for Feb. NFA. https://t.co/HMCuqgkh89

周一 $PLTR 周二 $AMD $SMCI 周三 $LLY $NVO $UNeR $GOOG $ARM $QCOM 周四 $AMZN $IREN $MSTR

For some reasons, $AVGO just decoupled of $GOOG $META ‘s Capex narrative. Wired!

虽然不知道目前市场氛围是如何考虑，但是游戏制作是关于娱乐的设计。 其实他非常高级，甚至来说非常玄学。 $AAPL $MSFT $GOOG $AMZN 这些长期做工具和过程的公司从来没有自己做出哪怕一款成功的游戏。 所以 $RBLX $APP $TTWO 这些可能是错杀。这就像在说让机器人学会了踢球，以后世界杯是不是要办不下去了。

I think this MSFT ER is actually positive for AWS/GCP. A had great DC expansion confirmed in the last ER. So less supply contraint. G have pretty powerful TPUs, so less reliance on NVDA Blackwell. I'm holding AMZN/GOOG (G's TP $330/$360), but I'd not bet on any ER.

初步诊断是Bibi似乎给Trump下了进攻Iran的命令，但是沙特在斡旋。 还有就是 $MSFT 云的backlog里面过半来自OpenAI，拖垮了云计算板块。 其实除非云厂商自己做AI，做AI云基本没有门槛，$MSFT $AMZN $GOOG 的云业务，本质和 $ORCL $CRWV 没有分别。

MY 25 FAVORITE INVESTING QUOTES FROM PETER LYNCH: $IONQ, $RGTI, $OKLO, $JOBY, $IREN , $LAES , $BTC , $BTQ , $JOBY , $OPEN , $META , $NVDA , $GOOG , $TLT, $GME , $PLTR , $SRPT , $PYPL , $PATH , $TSLA What's your top Peter Lynch quote that hits home for you? Drop it in the replies – number 5 is mine! - 1/25 "Go for a business that any idiot can run – because sooner or later, any idiot probably is going to run it." - 2/25 "The stock market is filled with individuals who know the price of everything, but the value of nothing." - 3/25 "In this business, if you're good, you're right six times out of ten. You're never going to be right nine times out of ten." - 4/25 "The key to making money in stocks is not to get scared out of them." - 5/25 "Behind every stock is a company. Find out what it’s doing." (This one's my absolute favorite – timeless wisdom on KNOWING WHAT YOU OWN!) - 6/25 "In the short run, the market is a voting machine, but in the long run, it is a weighing machine." - 7/25 "You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets." - 8/25 "Know what you own, and know why you own it." - 9/25 "Although it's easy to forget sometimes, a share is not a lottery ticket... it's part ownership of a business." - 10/25 "The best investment you can make is in yourself." - 11/25 "The person that turns over the most rocks wins the game." - 12/25 "The more you learn about the stock market, the better investor you will become." - 13/25 "There's always something to worry about. Avoid weekend thinking and ignore the latest dire predictions of the newscasters. Sell a stock because the company's fundamentals deteriorate, not because the sky is falling." - 14/25 "In the long run, a portfolio of well-chosen stocks and/or equity mutual funds will always outperform a portfolio of bonds or a money-market account." - 15/25 "The extravagance of any corporate office is directly proportional to management’s reluctance to reward the shareholders." - 16/25 "The stock market is a device for transferring money from the impatient to the patient." - 17/25 "If you don't study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards." - 18/25 "Time is on your side when you own shares of superior companies." - 19/25 "Stocks are not lottery tickets. There's a company attached to every share." - 20/25 "The worst thing you can do is invest in companies you know nothing about. Unfortunately, buying stocks on ignorance is still a popular American pastime." - 21/25 "People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game." - 22/25 "The great long-term winners are companies that take the same path as your grandfather: What they make goes up in value over the years." - 23/25 "If you can follow only one bit of data, follow the earnings – assuming the company in question has earnings. Eventually, earnings will set the stock price." - 24/25 "The four most dangerous words in investing are: 'This time it's different.'" - 25/25 "I've always said if you spend 13 minutes a year on economics, you've wasted 10 minutes."

内存价格的持续上涨，会严重打击 手机厂商 $AAPL ,各种云厂商 $AMZN $GOOG $MSFT 保价协议过期以后, $AAPL 每一台iPhone将额外增加30美元内存成本，也就是会损失大约60亿美元的利润。

你可以买任何一支大票：MSFT/AMZN/NV/AAPL，但就现在不能买goog

Never underestimate $AVGO and $GOOG

Good news or bad news for $GOOG?