Notes

想法不谋而合,谷歌现在应该是最强的ai公司.crcl减仓的大头我买了 $GOOGl 和 $HOOD 很多人以为的谷歌还是那个干搜索落后的谷歌,谷歌现在这个估值极其不合理. 谷歌deepmind在5月底发布了人类迄今为止最强大的ai :alphaEvolve. 谷歌官方对他解释是:一个由大模型驱动的可进化的编码智能体. alphaEvolve是以“造物主”的视角在批量创造算法,无需人类干预也能做到自我指数级的进化🧬. 人类永生指日可待,deepmind ceo哈撒比斯预言,10年内人类可以用ai攻克所有疾病.
$GOOGl $HOOD
+2.78%
JUST IN: Reports indicate widespread internet outage affecting Spotify, $SPOT, Google, $GOOGL, Discord Twitch, Firebase, and Cursor, with Cloudflare, $NET, and AWS, $AMZN, services also impacted.
$SPOT
-13.49%
$GOOGL $NET
-21.88%
$AMZN
Google, $GOOGL, exec says AI will rival humans in just 5 years and predicts we’ll ‘colonize the galaxy’ in 2030, per FORTUNE.
$GOOGL
Google, $GOOGL, offers buyouts to employees across the company, including Search
$GOOGL
$GOOGL - OPENAI TAPS GOOGLE IN NEW CLOUD DEAL FOR MORE COMPUTE - SOURCES
$GOOGL
Quantum computing could break bitcoin-like encryption far easier than intially thought, Google, $GOOGL, researcher says
$GOOGL
Germany reportedly eyeing a 10% digital tax on global tech giants like Google, $GOOGL, Apple, $AAPL, $META
$GOOGL $AAPL $META
+1.03%
Google, $GOOGL, will bring products to market faster to keep pace with new rivals in the artificial intelligence age, per Bloomberg
$GOOGL
$GOOGL flow was the theme yesterday for a reason. $GOOGL is up 4.5% on the day so far. Thanks for the flow @unusual_whales 🐳
$GOOGL
Google, $GOOGL, shows new AI glasses that thinks "in real time" and "remembers what you see"
00:01:17
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Google, $GOOGL, is adding even more ads into its AI results, per the Verge
$GOOGL
This is unusual. Representative Marjorie Taylor Greene has disclosed another buying spree. She purchased hundred of thousands in stocks on May 14th. This includes buying United Health, $UNH, MercadoLibre, $MELI, Google, $GOOGL, and $AMD. She has been buying a lot in the last two months.
$UNH $MELI $GOOGL $AMD
Google, $GOOGL, announces real-time speech translation for English and Spanish in Google Meet
$GOOGL
Y Combinator says Google, $GOOGL, is a ‘monopolist’ that has ‘stunted’ the startup ecosystem
$GOOGL
Bitcoin $BTC passes Alphabet $GOOGL to become the 6th most valuable asset in the world 🚨🚨
$BTC
+2.1%
$GOOGL
Google, $GOOGL, Chief Scientist, Jeff Dean: We will have AI systems operating at the level of junior engineers within a year.
00:00:32
$GOOGL
YouTube, $GOOGL, viewers will start seeing ads after ‘peak’ moments in videos, per TC.
$GOOGL
Bill Ackman’s Perishing Square has added $GOOGL, $HRZ, $BN and a new $UBER. It has closed $NKE
$GOOGL $HRZ $BN $UBER $NKE
转评赞本条介绍【 @injective 成功将美股七大科技龙头首次齐聚链上 】的推文,5月19日20点,抽10U红包*5人。 会手动屏蔽太像机器人的账号,希望把红包送给经常和杰尼郡互动的真实用户,谢谢大家理解。
$AAPL $MSFT
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$AMZN $NVDA
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$META
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$GOOGL $TSLA
-16.31%
$INJ
+5.53%
可以说是一个历史性时刻了,恭喜 @injective 成功将美股七大科技龙头首次齐聚链上! 过去总觉得链上资产少点什么,不少身边朋友都想参与美股交易,却被门槛和通道卡住。而现在,在 @injective 的创新 iAsset 框架支持下, $AAPL 、 $MSFT 、 $AMZN 、 $NVDA 、 $META 、 $GOOGL 、 $TSLA 七大巨头已可通过 Injective 头部 DEX @HelixApp_ 实现 24/7 全天候链上交易。 与此同时,中美关系缓和,在瑞士举行的会谈释放积极信号,市场风险偏好回暖,又是熟悉的牛回味道。科技股作为风向标,毫无疑问会率先走出反弹走势。 而这一次,Web3的用户无需美元账户,无需美股券商,可以直接链上参与,真正打破了传统金融的壁垒,想象P小将们和华尔街的Old Money在美股PVP就刺激。 经过7年多轮牛熊, @ericinjective 还在持续为链上金融的未来 Build, 这波 @injective / $INJ 底部已经将近+50%,确实该迎来属于自己的高光时刻了。 *** 本条推特不构成任何投资意见,DYOR
$AAPL $MSFT
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$AMZN $NVDA
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Kenneth C. Griffin CEO of Citadel: "Google, $GOOGL, is harnessing roughly the computational power of the fifth largest country in the world"
00:01:27
$GOOGL
$GOOGL vs $MSFT: how would you divide $10.000 between these two?
$GOOGL $MSFT
-12.08%
Mexico has sued Google, $GOOGL, for changing the Gulf of Mexico’s name to “Gulf of America” for Google Maps users in the United States, Claudia Sheinbaum, Mexico’s president, said
$GOOGL
Google, $GOOGL, has agreed to fund the development of three new nuclear sites, per CNBC
$GOOGL
BREAKING: Apple, $AAPL, says it's exploring adding AI features to Safari after browser searches fell for the first time last month, instead of just Google, $GOOGL. $GOOGL is down 8%
$AAPL $GOOGL
$GOOGL - *GOOGLE HAS LAUNCHED FILM AND TV PRODUCTION INITIATIVE: INSIDER
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投资项目跟进: @injective 将 $META 股票正式代币化 Injective正在把纽交所+纳斯达克+港交所装进区块链 定期复盘并调整自自己的投资代币持仓,直到发财!(解套) Injective目前推出的一款核心是「iAsset」,简单介绍就是 在全球任何角落,只需一个钱包,现在就能用iAsset直接交易美股或更多资产。 🔸对传统而言:券商2天的结算周期,在这里变成3秒 🔸对加密而言:DeFi仓位可以同时包含BTC、ETH和特斯拉股票等等,更加多元化 这次即TSLA,NVDA,MSTR之后更是让扎克伯格帝国的核心资产:Facebook、Instagram、WhatsApp三大流量核弹,首次以可编程形式登陆加密世界。 那么下一个是什么? 当传统金融还在用传真机, @InjectiveLabsCN 已经开始用智能合约重构全球资产版图。 相信 $INJ 这条路会走的很远,祝我回本,也祝你发财。
$META
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$INJ
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$NVDA
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$GOOGL $TSLA
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$MSTR
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Google Cloud at a ~US$49B run rate growing 28%YoY! The cloud market is enormous and $GOOGL + $NOW Q1 results bode well for software stocks.
$GOOGL $NOW
美股盘后谷歌亮点还是很多的:1、营收同比12%的增长,但是利润和每股收益同比46%的增长,自由现金流的增长增速也能跟得上利润增速。降本增效的效果还是很明显,也可以认为AI在里面起到了相当大的作用。 2、公布了700亿美金的股票回购计划,延续了过往的回购力度,进一步提振市场信心。 3、资本支出持续扩大,谷歌在数据中心、芯片和其他AI基础设施上的投入持续扩大。第一季度资本支出飙升至172亿美元,高于去年同期的120亿美元,也略高于市场预估的171亿美元。公司预计2025年全年资本支出将达到750亿美元,用于建设数据中心等项目,较2024年的530亿美元显著增加。 在当下的市场环境下、谷歌超预期的财报还是能提振市场情绪的,特别是25年资本开支的增速并未放缓,在当下政策不确定性企业自然收缩开支的大背景下,继续扩大支出也是有助于情绪修复。当然一季度只是预期和情绪影响市场、并未实质性体现关税落地后的真正影响如何。
$GOOGL
Alphabet $GOOGL blowout earnings - Kaboom 🧨
$GOOGL
BREAKING: Google, $GOOGL, has announced a $70 billion share buyback program
$GOOGL
BREAKING: Google, $GOOGL, earnings: - EPS: $2.81, est: $2.01 - Revenue: $90.2 billion, est: $89.1 billion
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BREAKING: OpenAI said it would be interested in purchasing Google's, $GOOGL, chrome internet browse
$GOOGL
$MSFT $GOOGL - OPENAI WOULD BE INTERESTED IN PURCHASING GOOGLE'S CHROME INTERNET BROWSER, OPENAI EXECUTIVE TESTIFIES AT TRIAL
$MSFT
-12.08%
$GOOGL
$GOOGL ITM and whales are still holding for over 50% profits Via @unusual_whales
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BREAKING: Google $GOOGL has lost its online advertising case, thus saying its online ad tech markets violate US antitrust laws.
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$GOOGL - *GOOGLE PARTIALLY LOSES US ADVERTISING TECH ANTITRUST CASE
$GOOGL
"Companies in the EU are starting to look for ways ot ditch Amazon, $AMZN, Google, $GOOGL, and Microsoft, $MSFT, cloud services amid fears of rising security risks from the US," per WIRED.
$AMZN $GOOGL $MSFT
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"Companies in the EU are starting to look for ways ot ditch Amazon, $AMZN, Google, $GOOGL, and Microsoft, $MSFT, cloud services amid fears of rising security risks from the US," per WIRED.
$AMZN $GOOGL $MSFT
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Japan has orrdered Google, $GOOGL, to cease alleged antitrust violation. The JFTC accuses Google of imposing binding conditions on Android smartphone manufacturers in Japan since at least July 2020.
$GOOGL
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