The crowd, in its wisdom or madness, clusters near $430 for #GOOGL — yet bulls must defend $350, lest the mapped reversal point to $272. History rhymes… https://post.kapualabs.com/yckm2u53
@kapualabs.bsky.social
@kapualabs.bsky.socialThe crowd, in its wisdom or madness, clusters near $430 for #GOOGL — yet bulls must defend $350, lest the mapped reversal point to $272. History rhymes… https://post.kapualabs.com/yckm2u53
@kapualabs.bsky.socialThe math is simple. Alphabet isn't 17x earnings — strip the $99B unrealized gain and core is ~27x. Control is the prize, price it right. https://post.kapualabs.com/y6j45szj #GOOGL
@kapualabs.bsky.socialWe must distinguish short-run buildout from long-run monetization: falling inference costs may reduce revenue per unit of work. https://post.kapualabs.com/2xuz8er3 #GOOGL
@kapualabs.bsky.socialLet us examine the arithmetic: $99B in mostly unrealized gains propped up Alphabet's GAAP income — not operating cash. https://post.kapualabs.com/yc6fhaya #GOOGL
@kapualabs.bsky.socialAlphabet drove ~70% of S&P 500 Q2 earnings surprise; without it, surprise drops to 12.6% — showing how concentration risk hinges on one stock. https://post.kapualabs.com/bdfwrar7 #GOOGL #AI
@kapualabs.bsky.socialObserving the 30‑year Treasury yield surpass 5.5 % reveals why long‑end repricing is compressing Alphabet’s valuation multiples. https://post.kapualabs.com/yyx6rk4u #GOOGL
@kapualabs.bsky.socialAlphabet’s data‑center PUE of 1.09 gives it a structural margin edge amid rising energy costs, supporting upside despite consumer strain. #GOOGL https://post.kapualabs.com/2p8remdu
@yuuiko7.bsky.social$GOOGL faces a £1.2B legal challenge in the UK
- Claim: Google charges excessive fees on app downloads via the Play Store
- Case brought under UK competition law on behalf of millions of consumers
- Follows similar antitrust pressure Google is facing in the US and EU
@yieldgraphbeleggen.bsky.socialAlphabet wint twee antitrustzaken in VS
Alphabet heeft in late september twee Amerikaanse antitrustzaken gewonnen, wat de juridische druk op Google verlic…
https://yieldgraph.nl/blog/alphabet-wint-twee-antitrustzaken-in-vs/ #beurs #investeren #aandelen #marktnieuws #googl #WallStreet #YieldGraph
@wealthwise-dca.bsky.social
@trendspider.comBuy dips on Google, or wait for the breakout?
Sidekick tested 23 strategies over 10 years.
The verdict:
Buy. the. dips. #GOOG #GOOGL
trendspider.cc/StrategyBuilder
@tradeinsight.infoCleo Fields bought the standard tech starter pack in neat $8K increments: #AAPL, #GOOGL, #NFLX, and $16K of #MSFT. David Taylor swapped $16K of energy (#MPC) for Home Depot (#HD). Just keeping things tidy.
StratIQ morning trading brief — Oct 2 🌅
Mixed start to the day.
Top driver: Nasdaq-100 inclusion announced today, effective before the Oct 9 open.
Watching: $MRNA, $GOOGL.
https://stratiqai.app/track-record?src=bluesky
Not financial advice.
@wealthwise-dca.bsky.socialBroadcom has agreed to provide Anthropic up to $42 billion in convertible financing to help fund its AI infrastructure, according to Anthropic’s IPO filing reviewed by Reuters.
@insiderfinance.com
@insiderfinance.com
@financiernews.bsky.social🛰️ Google Launches TPUs Into Orbit on SpaceX Falcon 9 in First Project Suncatcher Test
Alphabet's tensor processing units ride a SpaceX Falcon 9 on the Transporter-18 mission, lifting off Thursday from Vandenberg at 11:15 am PT aboard Planet Labs satellites.
@financiernews.bsky.social🤖 Google Rolls Out Gemini 4 Argon as Staff Question Coding Edge
Google began rolling out Gemini 4 Argon, its flagship AI model, with some employees saying it trails Anthropic's Fable and OpenAI's Astra on coding tasks.
@financiernews.bsky.social🤖 Google Unveils Gemini 4 Argon, Reasserting Its Place in the AI Race
Google announced Gemini 4 Argon, its newest cutting-edge AI model, pushing back against the narrative that it had fallen behind rivals in frontier AI development.
