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- Apr 30 While $GOOGL and $LLY rocketed, $META is an opportunity
Apr 30 While $GOOGL and $LLY rocketed, $META is an opportunity
$GOOGL $AMZN
Mukund Mohan
April 30, 2026
Market
“The market is no longer cheering for AI potential; it is now strictly auditing the Return on Investment (ROI).” 😊 😋
Markets are trading mixed today, as a tidal wave of Big Tech earnings battles rising geopolitical tension and volatile energy prices
While $GOOGL ( ▲ 0.23% ) Alphabet (+8%) surged because its cloud growth and massive backlog proved the spending is paying off, $META ( ▼ 0.52% ) Meta (-9%) and $MSFT ( ▲ 1.63% ) Microsoft (-5%) were punished for raising their 2026 capital expenditure (Capex) forecasts toward a combined $725 billion. The "aha" is that Wall Street's patience for "build it and they will come" has expired, and only companies showing immediate, tangible revenue from their AI infrastructure are being rewarded..
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Insights from the portfolio
Video of the day
Today’s video is on Google $GOOGL ( ▲ 0.23% ) the cloud and advertising giant.
