Google's cloud computing platform and AI infrastructure business.
Bull 5Watch 1
Predictions & track record (4)
Awaiting gradingWhy is Samsung, coming off a record quarter, locking 60 to 70 percent of its memory capacity into five-year deals?Score on Samsung's Q3 2026 conference call on October 30, 2026. Starting from the state described on the July 30 call, 'five signed, five more in final negotiations, 60 to 70 percent of capacity', check whether any of the five in negotiation have converted to signed deals, and whether the 60-to-70-percent share holds. If mentions of this progress disappear entirely, treat the thesis as weakened.
HitAlphabet's Q2 beat blows past estimates, and Google raises 2026 capex guidance to $195-205BIn its Q2 earnings reported on 2026-07-22, Alphabet beat consensus with revenue up 24% (cloud up 82%), and raised its 2026 CAPEX guidance to $195-205 billion as predicted (confirmed across multiple outlets including CNBC, Yahoo Finance, and Investing.com). However, a rebound in optics stock Lumentum or a CAPEX raise from Microsoft was not clearly confirmed (only Meta raised its guidance again; Microsoft kept its guidance unchanged).