$Alphabet(GOOG)$ Google might skip Gemini 3.5 Pro. Pre-training for Gemini 4.0 seems to be underway right now. When Gemini 4.0 eventually launches, it should be well ahead of 3.5.
$NVIDIA(NVDA)$ Watching NVDA for years while long term investors kept doing well year after year... that would probably leave a bear who missed out more frustrated than happy. As for me, I'm glad I've been part of this run instead of just watching it from the sidelines.
$Alphabet(GOOG)$ I like hyperscalers like Google. They have a ton of cash and a stack strategy, meaning a layered collection of hardware, software, data, and tools that work together to build, deploy, and run AI systems. That stack helps Google pick the right technologies, control costs, and scale AI from testing to full production. Meanwhile, Waymo and YouTube are gaining market share. Radar costs are falling fast. YouTube Shorts and sports subscriptions are growing. Isomorphic, led by Nobel Prize winner Demis Hassabis, could show some solid results by year-end or early next year. It started human trials earlier this year.
$Alphabet(GOOG)$ Down below 300, maybe 295 and then it could turn around. This looks like consolidation, nothing more. There's some fear being pushed onto retail investors, but staying calm and not selling seems reasonable. Strong product portfolio and a low PE ratio.