$GOOG 0.60 Developing

Notable posts

• @TrendSpider neutral 436 eng

  BREAKING: SpaceX $SPCX is in talks with the Defense Department to provide computing power to the Pentagon reportedly worth billions of dollars, per WSJ. SpaceX has already signed computing deals with Anthropic and Google $GOOG this year. https://t.co/JldIxWdTIw

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• @Mr_Derivatives neutral 290 eng

  Largest companies by eoy since 2012: 2012: Apple 2013: Apple 2014: Apple 2015: Apple 2016: Apple 2017: Apple 2018: Microsoft 2019: Apple 2020: Apple 2021: Apple 2022: Apple 2023: Apple 2024: Apple 2025: Nvidia 2026: ????? Currently in the running: $NVDA $4.68T mc $AAPL $4.61T mc $GOOG $4.48T mc This is gonna be a close race by eoy…

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• @TrendSpider neutral 293 eng

  Déjà vu at the 200SMA 👀 $GOOG $GOOGL https://t.co/3XGvi3yYnI

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• @TrendSpider bearish 280 eng

  🚨 Google just closed below its 200-day simple moving average for the first time in over a year. The stock now trades at its cheapest valuation since September 2025. $GOOG $GOOGL https://t.co/OTOLGimqXL

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• @Beth_Kindig bullish 198 eng

  Micron added $700B in market cap so far in 2026, while Big Tech added only $426B combined. The market is rewarding AI suppliers far more than the companies deploying capital. Our Big Tech earnings preview breaks down why – hitting inboxes tomorrow. $GOOG $MSFT $AMZN $META

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• @Beth_Kindig neutral 196 eng

  In Q1, $AMZN’s AWS saw its fastest growth in 15 quarters, while AWS for AI achieved $15 billion in ARR, rising 260X versus $58 million when this unit launched three years ago. $GOOG $MSFT

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• @Beth_Kindig neutral 180 eng

  Inference processing power in $NVDA Rubin is 5X higher than Blackwell, but HBM bandwidth rises only 2.8X, leaving the memory wall firmly intact. As hyperscalers move from AI buildout to AI monetization, they have to use memory more efficiently. Our latest piece breaks down why offload engines are emerging as a key solution for improving tokens per watt. https://t.co/tb9aTVB6Q2 $GOOG

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• @Beth_Kindig neutral 171 eng

  Hyperscalers have doubled their debt loads over the last five years to fund accelerated AI investments, with Alphabet, Amazon, Meta, Microsoft and Oracle collectively adding $350 billion in debt since 2021, per Bloomberg. $GOOG $AMZN $META $MSFT $ORCL

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