u/JoLagoni

Who is going to send tools, modules, components etc.. to those stations? Only SpaceX and RKLB are there.

Just sharing this, and excited when this goes mainstream. Jensen is mentioning this frequently. Do you see this as a catalyst in mid term?

It certainly ties up this sector with a very hot AI hype, and this is great

I see it fairly valued at 1000+ a share. This is not a cyclical business anymore.

But I would like to see other opinions, and by that more calculated than only vibes (its a hot sector now we all know that)?

Just bought in more GOOG, despite the big run up. Thesis goes that recent earnings showed very strong cloud growth which signals AI run is here and is just beginning. Google Cloud is an awesome product for any company - startup or big business. Google owns and excels in all segments - infra, TPUs, proprietary models, search with unlimited access to data (which keeps track very well with ChatGPT with integrated Gemini in results). Partnership with Anthropic is the right bet, coming from IT industry (Claude Code blows away all competitors and models are far superior than any other). Companies and individual IT professionals are shelling real $$$ on subscriptions and can't get enough. Anthropic is really struggling a lot with capacity (many outages recently), demand is ramping up hard and cloud revenue will skyrocket further. Doubt that anyone outside the IT industry has real deep insight in the ecosystem, limitations and demand levels.
This thesis really goes in line with the run up with semis which I believe is far from over as well. But wanted to explore the Alphabets valuation which I see has a lot of upside. It really is the safe bet on the AI hype with all it is going for. Not to mention all the stakes in other businesses (SpaceX, Waymo etc...) which Google has.

Any arguments to the slowing of the growth or AI bubble getting near the end don't really make sense to me, we are still far from it. By being involved in the startup world and venture capital, I see firsthand a lot of private capital being shelled out to young companies in hopes of hitting that 1 out of 100 startups that becomes a unicorn. All those startups are burning millions on compute and tokens currently and it will be years until most of them fail where we might see a crash. This will start in private markets first, and it is to be seen where the imbalance shows up in terms of oversupply of compute and demand from the winners. This is still far future.

I see forward P/E go north of 40 honestly pretty quickly. The run up might continue to $600 a share. Sharing an opinion, looking forward for other opinions on where we see GOOG go.

Soon to be announced. Moved from Q1 to Q2 and we are in the middle of Q2 now and last interview from Chalmers indicates that it is a significant event.

What do you see might come out of it? Any speculation on market reaction? Its been quiet for some time, but this might be a major upcoming catalyst for EF.

Honestly, speculating best case scenario might be price floors and offtake agreements bundled in the FID..