$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Jeff Dean, who left recently, says things at Google aren't as bad as people fear. He still refers to the company as "we", which probably means the whole exodus is a way for Google to spin out its research team into a low-stress environment, letting them access GPUs by paying for them instead of getting them free within Google. That would be paid with VC money that's eager to fund Jeff Dean's startup. 5head move, 300IQ strategy.
Everyone's loud on $Alphabet(GOOG)$ today, bulls stacked three-to-one on warrant news. Worth asking though: why chase strength when the money is made buying quality while it's briefly out of favor? I backtested that dip-in-strength setup at a 71% win rate over 25 years of large-cap data, roughly a week hold. It's live here right now. I let a screen surface these so I don't miss them. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$
$NVIDIA(NVDA)$ Everyone knows this is a fake waste of time. NVDA is extremely undervalued with blowout earnings and guidance just one week away. The trading algos had to cut volume way down, and still for 4 days couldn't get it under $223. So they finally just had to put it there recently. Just a rigging waste of time.
$Alphabet(GOOG)$ Not sure if I'm way off here, but Google's aggressive capital raising could turn into an asset if borrowing costs keep getting worse, since they locked in better bond terms before the market fell apart.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Gemini 3.7 flash is the first early sign from Google that the execution on workhorse mid-sized models hasn't been impacted by the departure of lots of engineers, and the process is actually working. A frontier model is still months away, and I still think this is overvalued, but it might be an encouraging sign for the most devoted bulls. I was closer to that camp a couple of weeks ago, now I'm just a regular bull.
$Alphabet(GOOG)$ PE is at 17x. If you don't know anything else about trading stocks, this is all you need to know. That and Google Cloud growth. There's a reason Berkshire has invested heavily.
$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Oracle(ORCL)$ The next 18 months might end up being one of the last really solid accumulation windows for hyperscalers. Wall Street seems pretty focused on AI capex right now, but the real story probably comes later. Once these huge infrastructure investments actually start generating better returns, free cash flow could accelerate, and valuation multiples might expand alongside earnings. That's the reason I'm still accumulating the names building the AI backbone, rather than chasing short-term noise. The biggest winners are often bought before th
$Alphabet(GOOG)$ Warren Buffett put tens of billions into GOOG, so the picture seems pretty straightforward. The person going by "Kurt" and however many aliases comes across as a broke, uneducated troll. No need to overcomplicate it.