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Mega-cap AI platforms theme · 9 dossiers
Dossiers in the Mega-cap AI platforms theme cluster — 9 names moving on shared catalysts.
All dossiers META Meta Platforms, Inc. fresh LOW Capex-into-revenue leg bought ~28% under the high while an Oakland courtroom sets the daily print. The 2026-08-24 close of $559.02 is the first close back above the $556 shelf broken 2026-08-19, RSI(14) 37.4. Executive testimony —… AMZN Amazon.com, Inc. MEDIUM AWS reacceleration is now measured rather than hoped: +37% YoY to $42.2B on 2026-07-30, fastest in 18 quarters, and the stock took $3T at a record $284.02 close on 2026-08-03. Half that move was back by the 2026-08-14 close of $262.65; the… SNAP Snap Inc. fresh MEDIUM Q2 (2026-08-03) inverted the broken-pivot frame: revenue +19% YoY to $1.6B, adj EBITDA $250M (+$208M YoY), Other Revenue +85%; ten desks lifted targets 2026-08-04 and the uniform $5 wall became $5.25–$8. The buy is a… AAPL Apple Inc. LOW July's rotation-crown has slipped — Polymarket now gives Apple 20% odds of ending 2026 as the largest company (7/24) and semis are breaking out again (NVDA 7/23). The live narrative is the 'anti-CapEx AI trade' as Alphabet turns… BIDU Baidu, Inc. ADS fresh LOW Q2 print confirmed for 2026-08-18 pre-market is the binary. The ADR bleed flattened — cap $37.10B (08-10) vs $37.21B (07-24) — but the 2026-08-14 close of $103.67 sits under the $110 shelf, -36.2% from the $162.52 high, RSI 45.7.… CLS Celestica, Inc. LOW AI-datacenter EMS picks-and-shovels story still fundamentally climbing after the 2026-04-27 Q1 crush (rev +53% to $4.05B, FY26 guide raised to $19B), but the tape broke ~21% off its $474 June high and heads into a binary 2026-07-27 Q2… GOOG Alphabet Inc. LOW Q2 (2026-07-22) beat — revenue $119.8B +24%, Cloud +82%, backlog $514B — and the stock still fell on capex raised to $195–205B; the ~$370 shelf broke and has not been reclaimed. The leg on offer is Cloud backlog conversion against a tape… MSFT Microsoft Corporation LOW AI-capex derating still in control and now colliding with a hostile print tape: Alphabet lost ~$294B on 2026-07-24 punished purely for AI spend, Tesla/Intel/Google all sold post-earnings, and MSFT reports Q4 FY26 on 2026-07-29 AMC below… SKM SK Telecom Co., Ltd. LOW Post-Q2 re-rating extended to a $40.29 close on 2026-08-21 with RSI(14) at 74.0, but the 2026-08-07 6-K stretched the funding-disclosure commitment from one month to three — the ~₩1T primary-increase question is now unresolved and undated…