Alphabet Inc（GOOGL）の株式分析GOOGLAlphabet Inc

$GOOGL is back below its 200-day moving average while its relative strength line continues to decline.

$MSFT (-0.3% pre) OpenAI to bring AI models to $GOOGL Google's cloud, in further expansion beyond Microsoft

Netflix earned $0.87 per share, beating expectations, yet fell 5.7% after hours to 64.78, breaking below the post-earnings low from July. I'm not catching this falling knife. What I see: Q3 revenue was $12.87 billion, up nearly 12% year over year and in line with expectations; profit beat, but the company itself said part of that was due to timing shifts in expense recognition. Q4 revenue guidance is $13.44 billion, below the market expectation of $13.51 billion; full-year guidance is $51.1 billion, at the low end of the original range. Q4 margin guidance is about 26%, down sharply from 34.6% in Q3, and restructuring costs will be included. I think the market doesn't care how much was earned this quarter; it cares that growth keeps slowing and viewing time is being taken by YouTube and short-form video. Profit propped up by shifting expenses around will have to be paid back next quarter. What I'll do: no bottom-fishing; wait for the official U.S. market open tonight. A close back above 68.69 would mean the bad news has been absorbed; if it can't hold the July low of 65.08 on a close, that's a new leg down. Netflix is at just over 64 after hours. Would you buy at that price at tonight's open, yes or no? $NFLX $GOOGL #EarningsSeason #Netflix

Google search interest in "Crypto" has dropped quickly during this pullback. Sentiment toward #Altcoins has fallen into a slump again. 😂

Meta has $279B in data center leases signed but not yet started, and Alphabet has another $85B. Headline capex understates the buildout. The real commitment sits off the cash flow statement, in leases running to 2036. $META $GOOGL