# chip earnings — X 热门讨论 (2026-09-18 01:55 UTC)
## @StockOptionCole (Cole) · 09-18 00:32 · ♥44 ↻7 💬6 $GOOGL My 1st favorite Tech setup right now
Coiling like a giant spring on the Weekly
I may increase my position soon. Targeting 410+
The bull case for Big Tech like $GOOGL $META $MSFT $AMZN is so strong
QQQ is heading into Q4 with the most bullish chart pattern out
AI Capex supercycle is still accelerating close to $800B currently and pushing $1T in 2027. AI demand will likely outpace supply in 2027. Even Chip companies are saying supply will be WORSE
Q3 earnings in October - Cloud growth is reaccelerating and every hyperscaler is guiding capex up, not down. Fears may rise but the balance sheets & numbers are proving how strong AI demand is
These companies are also constantly announcing buy backs as well
Q3 earnings NEED to beat & surprise expectations now that we’ve raised rates and hyperscalers burning 92% of operating cash flow on capex or we can bust for a little. > 引用 @StockOptionCole: $GOOGL One of the strongest Tech setups right now is sitting on the 200 Day MA and 50 Week MA support
Backbone level
This monster setup can rip this 20%+ higher over the next 4-6 months
I just took a position in this one shared with Subscribers below https://t.co/HOycfOXgmo https://x.com/StockOptionCole/status/2100744744993436016