Youtubeยท2025-09-22 16:30Market Overview - The market is experiencing a favorable environment with recent interest rate cuts by the Fed, which has led to a bullish sentiment similar to the mid-90s tech boom [2][5][6] - There is a significant focus on the AI boom and the infrastructure build-out associated with it, paralleling the internet boom of the 90s [3][4] Company Analysis: Alphabet (Google) - Alphabet shares have increased by 24% in the past month, driven by a favorable DOJ ruling on an antitrust lawsuit and strong demand in the cloud sector [8][10] - The company has a substantial backlog of $106 billion in unfulfilled contracts, with cloud demand growing at over 30% year-over-year [10][12] - Future capital expenditures are projected at $88 billion, indicating ongoing investment in cloud infrastructure [12][13] - The stock has risen over 80% since April lows, with technical indicators showing a bullish trend despite some overbought conditions [14][15][18] Company Analysis: Amazon - Amazon's stock has seen a 20% increase over the past year, with continued growth in its cloud services, which were established before the current AI discussions [20][21] - The company is leveraging AI to optimize logistics and streamline operations, enhancing its competitive edge in both cloud and retail sectors [23] - Technical analysis indicates potential resistance around the $240 level, with support at approximately $222.65 [28][30] Company Analysis: Nebus - Nebus shares have surged 272% year-to-date, bolstered by a significant multi-year contract with Microsoft worth $17.4 billion for AI GPU capacity [31][32] - The company is expanding its data center capacity, projected to quadruple by 2026, indicating strong growth potential in the cloud infrastructure market [32][34] - With a market cap of $20 billion, Nebus remains relatively inexpensive compared to peers, and technical indicators suggest a bullish trend with significant trading volume at current levels [37][41]