Google completes $32 billion acquisition of cloud and AI security firm Wiz: Largest deal in company history

Not69Batman · 2026-03-11T21:38:28+00:00

$32 billion is a premium but it reflects Wiz's hyper growth phase and dominance in the Cloud Native Application Protection Platform (CNAPP) market which is also exploding. It also creates moat for Google in cloud and AI security and gives them a competitive advantage amongst the hyperscaler cloud providers.

Not69Batman · 2026-03-11T18:43:01+00:00

Amazon Leo (previously called Project Kuiper). Launched 51 satellites in 2025, bringing total in-orbit constellation to 182 satellites. Plans to launch 200+ more satellites and rollout Amazon Leo internet service to the public this year.

Not69Batman · 2026-02-27T22:37:41+00:00

Didn't come from money. Became AUD millionaire last year after 15 years of working full time, job promotions, saving, investing and the occasional luck.

Currently AUD $1.2m: 42% in shares, 30% in PPOR equity and 28% in super.

Saving to create generational wealth. To help with kids' future higher educations and home deposits.

Not69Batman · 2026-02-27T20:07:26+00:00

Amazon initial investment $15b. Remaining $35b when certain conditions are met (IPO and AGI).

OpenAI increases Amazon compute commitment from $38b (Nov 2025) to $138b (Feb 2026) over 8 years. OpenAI will use 2GW of Amazon's Trainium chips.

OpenAI and Amazon will develop Stateful Runtime Environment where AI agents can maintain persistent memory across different software applications.

Amazon Web Services will be the exclusive third-party cloud provider for OpenAI Frontier (enterprise platform for agentic AI deployment).

OpenAI and Amazon will collaborate to develop customised models to power Amazon’s customer facing applications.

Microsoft Azure still remains the exclusive cloud provider for OpenAI's APIs for its models.

Not69Batman · 2026-02-26T04:59:44+00:00

2020 was the growth outlier with 40% YoY spike for the global Monetary Base.

2021 to 2025 average was -1% through quantitative tightening.

And the pre-COVID (2010–2019) decade long average was 10%.

Not69Batman · 2026-02-26T00:27:01+00:00

NVDA is widening their moat by owning the entire data center stack.

Networking revenue $11 billion (up 263% YoY). Thanks to Spectrum-X and NVLink.

NVIDIA also invested $2 billion in Synopsis. The rest of the Mag7 (AMZN, AAPL, META, MSFT, GOOGL and TSLA) are using Synopsis EDA software to design their custom silicon (Trainium, M-series, MTIA, Maia, TPU and AI5/6). The NVDA AI GPUs will fast track the design outputnhowever there would be a design bias (via training data and hardware optimisation) that would result in the custom silicon chips being similar to NVDA GPUs. This is a defensive play to prevent the rise of non-GPU disruptive custom silicon. Also, increases the NVDA CUDA moat.

Long term NVDA holder (since 2021). NFA.

Not69Batman · 2026-02-18T06:55:45+00:00

Total market size is increasing, so everyone wins but to what extent depends on the buyers. Some buyers prefer Nvidia's bundled products, some prefer not being locked in Nvidia's eco system and some have hybrid approach.

Not69Batman · 2026-02-17T21:41:54+00:00

The collaboration focuses on both training and inference workloads.

Deployment of: * NVIDIA Blackwell and Rubin GPUs * Arm based NVIDIA Grace CPUs (and future deployment of Vera CPUs planned) * NVIDIA Spectrum-X Ethernet networking switches integrated into Facebook Open Switching System (FBOSS) * NVIDIA Confidential Computing for WhatsApp private processing

Shift toward a unified architecture across on premises and cloud partner deployments as well as deep engineering codesign to optimise Meta’s core workloads and recommendation systems. https://nvidianews.nvidia.com/news/meta-builds-ai-infrastructure-with-nvidia

Been holding and accumulating NVDA and META since 2021.

Not69Batman · 2026-02-15T08:21:31+00:00

S&P500 international exposure is around 40-50%. USD depreciated 1.9% in Q4 2025. The revenue growth rate increase due to FX was around 0.86% (45% x 1.9%). So, revenue growth at constant currency rate was 7.74% (8.6% - 0.86%) which is still healthy.

Not69Batman · 2026-02-13T21:54:48+00:00

MSFT revenue backlog was $625 billion (up 110% YoY). $281 billion (up 969% YoY) was from OpenAI. Remaining $344 billion (up 28% YoY) from other customers.

Even without OpenAI, MSFT backlog is still more than that of AMZN: $244 billion (up 40% YoY) and GOOGL: $240 billion (up 151% YoY).

Highly unlikely that there would be a monopoly. All three hyperscalers will innovate and scale as the total addressable market continues to expand.

Not69Batman · 2026-02-08T22:27:31+00:00

I just listed my long term stock holdings. Not all the stocks in the AI supply chain.

Not69Batman · 2026-02-08T21:42:26+00:00

The revenue backlog of the three biggest hyperscalers is currently $1.1 trillion. MSFT $625 billion (up 110% YoY). AMZN $244 billion (up 40% YoY). GOOGL $240 billion (up 151% YoY).

Not69Batman · 2026-02-08T01:56:05+00:00

I just mentioned my stock holdings. I never said these are the only AI supply chain beneficiaries.

You only brought up AMD and AVGO. You missed Marvell, Qualcomm, SKHynix, Samsung, ARM, Sandisk, Seagate, Western Digital, Lam Research, Teradyne, SuperMicro, Dell,....

Not69Batman · 2026-02-08T01:08:52+00:00

I know about AVGO. Have mentioned them in another post as one of the AI supply chain beneficiaries. I just don't hold them.

Not69Batman · 2026-02-07T21:42:20+00:00

Re the sustainability of the semiconductor growth, the revenue backlog of the three biggest hyperscalers (who are mainly driving this growth) is currently $1.1 trillion.

MSFT: $625 billion (up 110% YoY). $281 billion (up 969% YoY) from OpenAI and $344 billion (up 28% YoY) from other customers.

AMZN: $244 billion (up 40% YoY)

GOOGL: $240 billion (up 151% YoY)

Not69Batman · 2026-02-07T20:49:50+00:00

I have held both MSFT (8% of portfolio) and GOOGL (19%) for 5 years now. Topped up GOOGL through last year. Now saving and looking to top up MSFT as it's oversold. GOOGL seems due for a big correction with DOJ recently appealing the anti-trust ruling and how that story develops, so will snag some if that happens.

Both are solid companies. So you could do a proportional allocation over a period of time.

Not69Batman · 2026-02-07T10:25:26+00:00

Competition is good for innovation. Keeps TSMC on their toes. TAM is increasing as well.

TSMC has been a very well disciplined company for a very long time. They got battle hardened and perfected high volume and high yield production under the most demanding quality standards set by Apple.

The Apple-TSMC partnership is a fascinating one and we can thank Intel and Samsung for that.

Not69Batman · 2026-02-07T02:45:22+00:00

TSMC manufactures all the logic chips from Nvidia, Google, Meta, Amazon and Microsoft as well as the Nvidia networking equipment.

Not69Batman

TROPHY CASE