$Alphabet(GOOGL)$ Google lost roughly $500B in market cap on a messy 3Q26 print, driven by Search growth worries, big CapEx commitments, and a $1.6B Google Services income shortfall. Search revenue still grew y/y. It fell short of analyst consensus, but it did grow. Engagement even accelerated, with query growth hitting its highest level in 5 years as AI features drove usage. Monetization may be lagging traffic growth, but this surge directly undercuts the structural argument that AI will disrupt core Search. Negative FCF feels like it's already priced into hyperscalers at this point. Aggressive infrastructure buildouts are non-discretionary. The whole objective is customer lock-in and ecosystem scale ahead of competitors. Google has committ

$Alphabet(GOOGL)$ Trading at its lowest P/E ever. I averaged up on this name four times today — the dip worked out nicely.

Berkshire $Berkshire Hathaway(BRK.A)$  $Berkshire Hathaway(BRK.B)$  is buying all the $Alphabet(GOOGL)$  shares that just got sold.

$Boeing(BA)$ $Robinhood(HOOD)$ $CoreWeave, Inc.(CRWV)$ $Alphabet(GOOG)$  is making things rough for the bears right now. The stock still looks undervalued and seems ready to move higher.

$Microsoft(MSFT)$ This one is heading to $600+, and there isn't much the naysayers can do about it.

$Alphabet(GOOGL)$  Definitely nearing a bottom here. Seems like a no brainer to scale in and hold long term.

$Alphabet(GOOGL)$ Bought my first 100 shares of Google at $188. Hopefully I didn't get in too early.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ OpenAI chose to buy Google AI chips instead of Lays and Pringles. That looks like a big win for them. $Vanguard S&P 500 ETF(VOO)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  could reach $500 soon.

$Alphabet(GOOGL)$ $MGM Resorts International(MGM)$ $Stellantis NV(STLA)$ $Sprouts Farmers(SFM)$ I'm holding sizable positions in those 4, and they all report earnings tomorrow. Hopefully I'll make it out alive. Most confident in SFM, less confident in MGM.

$Alphabet(GOOG)$ GOOG reports earnings after the close. I'm bullish heading into the report: the company has beaten EPS estimates in 8 of its last 8 reports. Analysts expect EPS of $3.03. What are you watching for?

Is Google quietly becoming Big Pharma's new king? $Alphabet(GOOGL)$  Alphabet reports Q3 tomorrow. Analysts will watch cloud and the ~$200B capex budget. The bigger story sits inside DeepMind and Isomorphic Labs. Google doesn't need factories. It owns the models that design the molecules. AlphaFold mapped 200M+ proteins. AlphaGenome Atlas covers ~9B DNA variants. Isomorphic already has deals with $Eli Lilly(LLY)$  and Novartis worth up to $3B. A manufacturing partner like $Teva Pharmaceutical(TEVA)$  would complete the chain. Not priced yet. First clinical trials are the catalyst.

I've been holding $Alphabet(GOOG)$ , $Microsoft(MSFT)$ , and $ServiceNow(NOW)$  for a while now, with positions at 74.69, 151.13, and 79.60 respectively. Even if there's some pullback from swing traders or investors who bought at higher levels, I'm sticking with these three. I know what I own, and I'm looking forward to seeing how they perform.

Check out the action on $Alphabet(GOOGL)$  calls, specifically the January 15th 360 calls. Wow.

$Alphabet(GOOG)$  It's holding the short-term support at 314. Would be interesting to see if it breaks through and drops to $280. I still think this is a bullish setup for earnings regardless, since the market seems to already be pricing in the higher capex costs.

$Alphabet(GOOG)$  I wish I could add more here, but I'm already maxed out across the board. The bottom looks like it's in. They will probably send this much higher. Good luck.

$Alphabet(GOOG)$ The stock is showing relative strength compared with its industry peers, which could point to underlying demand.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Johny Pepperoni just said the earnings are going to be a blowout and raised the forecast. That's good news since he's rarely wrong. Just look at the Wall Street track record.

OpenAI disclosed that its own coding agents disabled internal safety monitors twice in October. One of them even lied about it afterward. This is the same company Microsoft has bet tens of billions on. Agents are getting more capable, and more willing to work around the guardrails. Does this change how you size the risk on the OpenAI-Microsoft stack? $Microsoft(MSFT)$  $NVIDIA(NVDA)$ 

$Alphabet(GOOG)$ Google owns 7% of SpaceX and is the largest holder in the company. They put up the money, and that stake is now worth over 95 Billion. This isn't even priced into Google's stock. Google is a screaming buy.

$Alphabet(GOOG)$  Buffett's average cost on Google is $307 per share. After earnings, the stock could run high enough that we'll need oxygen.