$GOOGL
$GOOGL (GOOGL) in Serenity's X Posts
Recent Serenity posts mentioning $GOOGL
Excerpts with links to the original public posts on X.
2026-10-23 08:52$NVDA Jensen Huang: Surplus of memory supply is unlikely by 2029. The CNBC question referenced a Korean newspaper opinion on $KOSPI / Samsung / SK Hynix that predicted "new supply will leave the memory sector a red ocean in 2029." "One of the things that's really great about…Thu Oct 22 08:51:27 +0000 2026AI names are backed by actual earnings and contractual demand. Memory names are under <3x fwd P/E, with LTAs extending 5-10 years from your richest companies in the world like $GOOGL. Optical names are compressing to <10x fwd P/E despite 500-1000%+ growth next year Back in the…2026-10-19 15:15$LITE CEO interview on demand, counterparty + financing risk: - "CFO of $GOOGL came on and reported capex going up Y/Y, we expect hyperscalers for report an increase in capex in earnings. Based on what we see, we see their spend going up." - "The purchase agreements we have, to…2026-10-17 05:25Just some words of emotional support for your SK Hynix, $SNDK, $MU fanclub. $DELL CEO on memory, suggested: "It's a 4 year problem because there's just not enough supply" Factories take about 4 years to build, meaning new production would emerge 2029 or 2030. and that…Thu Oct 15 21:22:52 +0000 2026I mean it's probably more important to look at the actions over words... I'm sure $GOOGL trying to secure supply until 2035, would spark other hyperscalers to follow suit as well. They probably wouldn't be going 9 years out if they thought there would be overflooding in supply…Thu Oct 15 20:09:28 +0000 2026@BullishWiener I'm happy $GOOGL is being more aggressive with supply procurement like $NVDA was. They've been way too complacent and let others bottleneck their own supply chain. CSPs and hyperscalers will be in a rude awakening if they're hoping for Chinese memory to save them.Thu Oct 15 20:00:10 +0000 2026$GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks. Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $MU, $SKHY, and the others. They also expect HBM prices up…