Alphabet Inc（GOOG）の株式分析GOOGAlphabet Inc

$META Clarity Vol. 120 is out. This week's lesson: the prior high does the counting. A rally into an old high can be a corrective recovery or the start of a new advance, and the strength on the way up fits both. The retest decides it. Buyers who hold the level on lighter volume have taken the supply. Buyers who vanish leave the rally as someone else's exit. Earnings on Oct 21 land right in the middle of that test. Not familiar with our work? Free sample: Also featured: $MAGS $XLC $GOOG $TTD Educational only. Disclosures:

So where are we with AI? 1. It's now too big to fail. 2. Apple, Meta, Google, and Microsoft are in the driver's seat along with Nvidia. Apple, Google, and Meta seem to be in the best shape for tech. Meta has network effects and cash and their own AI and agents. Apple to me is strongest because of its balance sheet to maybe backstop Claude or OpenAI if everyone else panics over costs and insurance. OpenAI and Anthropic are weakest because of debt and costs and insurance - the government will likely step in but they could ask Apple and Google too as well. Nvidia of course will step in but more because they have to. Anyways AI isn't going away and the potential losses will be socialized anyways. What happens when they do get socialized is the big question. $SPY $QQQ $AAPL $META $GOOG

$GOOG Sometimes AI gives you more than you asked for—or will ever need. Good Lord, I don't want a shopping cart recording a 10-second interest I may have had in a product. That's why I keep deleting cookies! Same for websites that send you daily emails following a one-time purchase of a product.

$GOOG DeepMind's new model - we are done for :) the Anthropic S1 will have to say 90 percent risk to humanity $QQQ

🚨 Reminder: President Trump is scheduled to have an AI lunch with leaders in the space, including $META CEO Mark Zuckerberg, Anthropic CEO Dario Amodei, OpenAI President Greg Brockman, $GOOG CEO Sundar Pichai, $PLTR CEO Alex Karp, and $NVDA CEO Jensen Huang.