cloudgrowth

$GOOGL PRICE TARGET RAISED TO $455 – CLOUD MOMENTUM BUILDING 🚀

BMO Capital just lifted their Alphabet target from $435 to $455, driven by cloud growth and a strong backlog. Google Cloud estimates were raised 2% for Q4 and 13% for FY27, aligning with consensus after solid expert checks.

Search dominance remains intact with mid-to-high double-digit growth. But the Gemini Pro 3.5 delay due to benchmark issues creates near-term overhang. The fundamental story is solid, but execution risk is real.

Are you adding on this weakness or waiting for cloud revenue to print?

Not financial advice. Always manage your risk.

#GOOGL #Alphabet #CloudGrowth #Stocks

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$TCEHY AI CAPEX SURGE TO 181B YUAN – NEAR-TERM PAIN FOR LONG-TERM GAIN 🚀

Target: 670 HKD 🚀

Volume of the argument here is Daiwa raising Tencent’s 2026 AI capex forecast by over 67% to 181 billion yuan. That’s a massive commitment and it’ll hit near-term margins — EPS estimates cut 1-6% through 2028. But the flip side is chip supply improving and cloud expansion accelerating, with monetization potential starting H2 2026.

The stock is already pricing in a lower target at 670 HKD, down from 700, yet the Buy rating remains intact. That tells me the sell-side sees a structural growth shift rather than a deterioration.

Are you buying the dip on this AI build-out or waiting for the earnings dust to settle first?

Not financial advice. Always manage your risk.

#TCEHY #Tencent #AICapex #BuyRating #CloudGrowth

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