$Alphabet(GOOG)$ Did earnings get leaked a week out? Or are people just that scared to hold after what happened to Meta following its earnings?

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ On this week's earnings call, investors expect proof of sustained Cloud growth and margin expansion, backlog conversion into high-quality revenue, evidence that AI features are increasing search/YouTube monetization without cannibalizing it, and an eventual return to positive and growing free cash flow when the heavy build phase moderates. It's up to Sundar Pichai to deliver on all of that, and he has a credible shot.

It is honestly hard to take the valuation comparison between $SpaceX(SPCX)$  and $NVIDIA(NVDA)$  seriously. On every metric, NVDA looks dirt cheap, yet it is getting sold off right after announcing a blockbuster buyback program. Apple's returns after its own buyback are worth a look. The selling just made for a better entry, in my view.

$NVIDIA(NVDA)$ A lot of the frantic negative posts around Nvidia read more like fear than anything else, and it feels like some of those people have a lot riding on it. I'm holding long and not really worried.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Nothing fundamental has changed at Alphabet to undermine their AI thesis. The company is still capacity-constrained by demand and management remains confident. The upcoming earnings report will provide more insight, but patient investors can buy at these levels.

$Alphabet(GOOG)$ The selloff looks over. Wall Street got their cheap shares, and now it's time for the run up into earnings. The weak hands that sold did exactly what they wanted.

$Alphabet(GOOG)$  I'm not buying this drop at all. IBM, Adobe, and Netflix are flying, and Google stock has basically been held down for no good reason.

$Microsoft(MSFT)$ The daily chart setup is making it look more realistic and likely that MSFT heads back to $555 soon, with a possible breakout to new all time highs on that $555 retest.

$Alphabet(GOOG)$  If my Pfizer shares get called away, that money is going into uranium names. Right now I like $Ur-Energy(URG)$ , and I'm heavily positioned in DNN.

$Alphabet(GOOG)$  OCT30 350C is in play. Zone: $337.78 to $342.54 Invalidation: close under $335.50 Objectives: $355, then $362 The math works out to up 4.4% to the first objective and 6.4% to the second, against 1.4% risk on the invalidation. That is better than 4 to 1 to the second objective. Think of this swing setup like a sturdy house that took a hard rain last week and came out dry inside. Alphabet fell to $335.50 on Friday, then on Monday buyers held the $338.25 low and closed price at $340.16, up about 1 percent. The floor held twice and sellers could not push it lower. Earnings on October 28 are the next real test, and the October 30 calls sit right after that report, so the answer comes while the contr

$Alphabet(GOOG)$  The stock has been moving up in a fairly orderly way lately, without any sharp swings in either direction during recent sessions.

$NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOGL)$ DeepSeek just released V4.1-Flash with MIT-licensed weights and stronger agentic coding. They're also pushing a search API at a fraction of the cost of competitors. Open-source plus aggressive pricing keeps putting pressure on the closed models.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$ Mr. Market is hammering Google right now, but it could eventually go parabolic to the upside just like Microsoft did.

$Microsoft(MSFT)$ MSFT feels like a baby learning to climb a ladder. It moves up slowly, one step at a time, and each step looks solid without any real pullback.

$Alphabet(GOOG)$  I keep thinking GOOG will get dragged down when the bubble pops, but those call premiums really are juicy. A 5% yield every 30-45 days is hard to ignore.

$NVIDIA(NVDA)$  Nvidia has been in a bullish trend since 7/29/2026. That's not going to change anytime soon. There will be a big correction in November, but not in the stock market.

$Microsoft(MSFT)$  Is anyone else concerned that the visa ban could end up costing Microsoft more money and push the stock down? I've heard that the lifetime cost of an employee can run over a million when you factor in 401k, healthcare, and everything else. Visas help a lot with keeping costs down and staying efficient.

Hyperscalers are about to prove the capex skeptics wrong. Goldman sees Q3 capex up 116% y/y while combined cloud growth accelerates to 55%. When spend doubles and revenue growth accelerates, that's not oversupply. That's demand pulling supply. $Microsoft(MSFT)$  $Alphabet(GOOGL)$  $Amazon.com(AMZN)$ 

$NVIDIA(NVDA)$  NVDA is in uncharted waters right now, and it's been something to watch. For those who have been holding this one through the run, congrats. For anyone just following along, it's worth appreciating. Jensen has done well here.

$Alphabet(GOOG)$ What makes SA published articles so laughable is that they were actually the source of an article that gave me the idea to invest in NLST 6 years ago, when they covered NLST's victory over GOOG at the CAFC on the 912 patent. I think they just throw a dart at multiple submitted articles and publish whatever hits. SA is not interested in anything beyond subscriptions.