Off The Net -- Will Leave With This -- February 4, 2026

Locator: 49910BRK.

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Market Value

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P/Es

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Google Earnings
4Q25 -- Earnings released February 4, 2026

 

Conference call:

• Google is thrilled to have Apple us Google as its primary browser / search / AI
• Broadcom is the company that designs the TPUs for Google
• so, we have the three partners -- Google, Apple, and Broadcom.

All three are up nicely today.

 

Google's numbers today are as stunning as Apple's numbers were last week.  

 

Again, Google's numbers make MSFT's numbers just a few days ago look even worse. 

 

Again, a lot of pressure on Satya Nadella.  

 

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Amazon Earnings Tomorrow 

 

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Jargon

 

IVG vs SMH

• IVG: software
• SMH: chips (SM = semis)