Playing FTSE

What does SteveD think about when he wakes up in the morning? Find out on this week’s PlayingFTSE Show! It’s been quite the week in the stock market. But which Steve has been busy, and which has been biding his time waiting for an opportunity? Alphabet posted some outstanding results for the fourth quarter of 2025. Cloud growth is rapid and search is going from strength to strength boosted by Gemini. The stock fell, though, on news of a big capex spend somewhere between $175 and $185bn for this year. Is that too much (and why is the firm still paying a dividend)? Amazon shares dropped 10% after news of a $200bn capex spend. But Steve W doesn’t think that’s a huge amount in the context of AWS’s Q4 revenues.  Analysts at D.A. Davidson don’t agree, though. They think the company is faltering and being left behind by competitors – does Steve D agree? It's been a long time since we talked about Atlassian. But the stock has been caught up in the SAAS selloff this week and Steve D thinks it's time to look again.  What would it take for an AI newcomer to do serious damage to an incumbent software company? Or is this a huge buying opportunity in the sector?  Only on this week's PlayingFTSE Podcast! ► Get a free fractional share! This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply. When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. ► Get 15% OFF Fiscal.ai: Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai! https://fiscal.ai/?via=steve ► Follow Us On Substack: Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyse what makes the best investors tick and share insights that challenge your thinking while keeping things engaging. You’ll also find our new 10-week investing and research course available right now. It’s completely free, with no sign-up required, no payment, and none of the usual BS. Don't miss out. Join us today and get stuck in. https://playingftse.substack.com/ ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) ► Timestamps: 0:00 INTRO & OUR WEEKS 9:11 ALPHABET EARNINGS 31:28 AMAZON 50:07 ATLASSIAN ► Show Notes: What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com ► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.