The creator may create a future video discussing AMD's recent earnings and event.
Source Post
GOOGLE GAVE AMAZING NEWS TO AI CHIP STOCK INVESTORS!!
Jul 23, 2026
The creator discusses Google's (Alphabet) recent earnings, highlighting strong revenue growth and significant increases in Google Cloud backlog and revenue, which are seen as bullish indicators for AI chip stocks and related companies. Despite increased capex expectations causing some investor concern and a dip in Google's stock, the creator believes the AI story is still in its early stages, supported by accelerating growth and capex spending. The commentary also touches on the performance of other hyperscalers like Microsoft and Amazon, as well as cloud players like Qualys, NetApp, and Iran.
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CrowdStrike is mentioned as a typical cybersecurity play, but the creator is looking for unique cyber solutions beyond these established names.
CoreWeave is considered a potential provider of third-party AI capacity, fitting the profile of companies with significant AI infrastructure, although the creator notes their potential for longer contracts.
SpaceX is identified as a strong candidate for providing short-term AI compute capacity due to its potential excess resources and willingness to engage in shorter contracts.
Meta is considered a potential provider of third-party capacity for AI infrastructure due to its massive existing infrastructure and potential excess compute.
Oracle is mentioned as a potential player in providing third-party capacity for AI infrastructure, though the creator notes their tendency for longer-term contracts.
Broadcom is trading flat, indicating that the positive sentiment from Google's AI news has not yet significantly impacted the broader chip market.
NetApp is trading higher after hours, likely due to Google's forecast for increased third-party cloud capacity deals driven by high demand.
Qualys is up significantly after hours, benefiting from Google's announcement of expected third-party cloud capacity deals due to high demand.
Amazon is experiencing a slight dip, attributed to broader investor concerns about rising capex among hyperscalers, which could affect free cash flow.
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