$Tesla(TSLA.US)$Alphabet - C(GOOG.US)Bottom-fishing, $Broadcom(AVGO.US)$Nebius(NBIS.US)$Marvell Tech(MRVL.US)NBIS, $Nebius(NBIS.US)AVGO, MRVL, continuing to absorb massive investments from cloud providers. Google's capital expenditure is a bottomless pit; analysts guide $195-205 billion. Free cash flow turned negative for the first time in Q2 at -$5.9 billion. Wall Street worries spending exceeds earnings, but cloud business growth is 82%, and $514 billion in backlog orders prove AI investments are materializing.

1. Which suppliers got a boost from Google's earnings report? TSM, NVDA, NBIS, AVGO, MRVL, AMD. Crucially, NBIS, AVGO, and MRVL will be very strong.$AMD(AMD.US)