To The Moon

Very detailed analysis of the current market situation. This is valuable information for all investors regardless new or old, big or small. Having insights like this helps everyone understand the situation.

Amazon reported third-quarter revenue of $201.9 billion, up 12 per cent, and earnings of $1.89 a share. AWS revenue grew 39 per cent to $46.0 billion, while operating income rose 55 per cent to $17.8 billion. The issue was cash generation: trailing 12-month free cash flow swung from positive $14.8 billion a year earlier to negative $42.4 billion.

All eyes are this mega AI stock. I kind of feel that the pullback in tech stock is because people are cashing out to invest this big one.

The $Invesco QQQ(QQQ)$ fell 1.42 per cent on Thursday and the $S&P 500(.SPX)$ declined 0.30 per cent. $Amazon.com(AMZN)$ closed down 4.25 per cent and fell about another 7 per cent after its results. Microsoft slipped just 0.16 per cent, while Meta gained 1.96 per cent. Companies making large AI investments were no longer trading as one group.

Amazon reported third-quarter revenue of $201.9 billion, up 12 per cent, and earnings of $1.89 a share. AWS revenue grew 39 per cent to $46.0 billion, while operating income rose 55 per cent to $17.8 billion. The issue was cash generation: trailing 12-month free cash flow swung from positive $14.8 billion a year earlier to negative $42.4 billion.

Alphabet just gave investors one of the strangest earnings reports of this AI cycle. Revenue: $127.6B, +25% Google Cloud: $30.7B, +103% Cloud operating income: $11.1B Cloud backlog: $561B Search revenue: +12% Yet free cash flow fell to: -$9.1B And Alphabet shares plunged. The easy conclusion is: 🔴 Google is spending too much on AI. I think that misses something bigger. Google may be undergoing one of the most important business-model changes in its history. It is quietly moving from: SELLING ADS + RENTING CLOUD towards: SELLING AI INFRASTRUCTURE ITSELF. And that changes how I interpret the cash burn. 🔥 THE NUMBER EVERYONE SAW: CLOUD +103% Doubling a $15B quarterly business in one year is extraordinary. But look underneath it. Management specifically said: TPU SYSTEM SALES WERE A MEANINGFUL

The first thing you should know about a person is how much you love ❤️ and you will never forget that one 1️⃣ of the best

I am buying some QQQ,, META, AMZN and GOOG. Not show hand [Smile]. Just in case it go into bear market.

The $Invesco QQQ(QQQ)$ fell 1.42 per cent on Thursday and the $S&P 500(.SPX)$ declined 0.30 per cent. $Amazon.com(AMZN)$ closed down 4.25 per cent and fell about another 7 per cent after its results. Microsoft slipped just 0.16 per cent, while Meta gained 1.96 per cent. Companies making large AI investments were no longer trading as one group.

Amazon reported third-quarter revenue of $201.9 billion, up 12 per cent, and earnings of $1.89 a share. AWS revenue grew 39 per cent to $46.0 billion, while operating income rose 55 per cent to $17.8 billion. The issue was cash generation: trailing 12-month free cash flow swung from positive $14.8 billion a year earlier to negative $42.4 billion.

Very good article. I like it very much. I hope the market will recover soon and achieve new high.

Thanks for sharing! Hang in there! my money is on  $Alphabet(GOOG)$

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What happen was stock markets often drop before election results because of uncertainty. Once the final makeup of the House and Senate is confirmed, even as a split the markets frequently stage a strong "relief rally" because the unknown factor is gone. Next week 😀

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Free cash flow would convince me most. AI revenue and cloud growth can look impressive, but durable value ultimately requires those investments to generate more cash than the capital needed to sustain them. I would watch whether free cash flow improves even as depreciation and infrastructure costs catch up with the current capex boom. If revenue continues growing strongly while capex growth slows and FCF margins expand, that would be much stronger evidence that AI infrastructure is producing genuine economic returns rather than simply adding capacity. For me, the key transition is: AI demand → revenue growth → operating leverage → sustainable free cash flow.

Alphabet (Google): Two Days of Volatility and an Options Trading Opportunity Alphabet (GOOGL) experienced significant selling pressure over the past two trading days following its third-quarter 2026 earnings announcement. The stock suffered a historic decline of approximately 12.6% on Thursday, reflecting investors' disappointment with its earnings performance and concerns about its aggressive AI spending. Despite reporting 25% year-over-year revenue growth and an impressive 103% increase in Google Cloud revenue, Alphabet faced several challenges. Search advertising growth was slower than expected, while its free cash flow turned negative at approximately US$9.1 billion. Investors are increasingly questioning whether the enormous investments in AI infrastructure, data centres and computing

All drop but we hold the fort

Mmm10’58

ok

Alphabet just gave investors one of the strangest earnings reports of this AI cycle. Revenue: $127.6B, +25% Google Cloud: $30.7B, +103% Cloud operating income: $11.1B Cloud backlog: $561B Search revenue: +12% Yet free cash flow fell to: -$9.1B And Alphabet shares plunged. The easy conclusion is: 🔴 Google is spending too much on AI. I think that misses something bigger. Google may be undergoing one of the most important business-model changes in its history. It is quietly moving from: SELLING ADS + RENTING CLOUD towards: SELLING AI INFRASTRUCTURE ITSELF. And that changes how I interpret the cash burn. 🔥 THE NUMBER EVERYONE SAW: CLOUD +103% Doubling a $15B quarterly business in one year is extraordinary. But look underneath it. Management specifically said: TPU SYSTEM SALES WERE A MEANINGFUL

Very detailed analysis of the current market situation. This is valuable information for all investors regardless new or old, big or small. Having insights like this helps everyone understand the situation.

Amazon reported third-quarter revenue of $201.9 billion, up 12 per cent, and earnings of $1.89 a share. AWS revenue grew 39 per cent to $46.0 billion, while operating income rose 55 per cent to $17.8 billion. The issue was cash generation: trailing 12-month free cash flow swung from positive $14.8 billion a year earlier to negative $42.4 billion.

Amazon reported third-quarter revenue of $201.9 billion, up 12 per cent, and earnings of $1.89 a share. AWS revenue grew 39 per cent to $46.0 billion, while operating income rose 55 per cent to $17.8 billion. The issue was cash generation: trailing 12-month free cash flow swung from positive $14.8 billion a year earlier to negative $42.4 billion.

The $Invesco QQQ(QQQ)$ fell 1.42 per cent on Thursday and the $S&P 500(.SPX)$ declined 0.30 per cent. $Amazon.com(AMZN)$ closed down 4.25 per cent and fell about another 7 per cent after its results. Microsoft slipped just 0.16 per cent, while Meta gained 1.96 per cent. Companies making large AI investments were no longer trading as one group.

All eyes are this mega AI stock. I kind of feel that the pullback in tech stock is because people are cashing out to invest this big one.

The first thing you should know about a person is how much you love ❤️ and you will never forget that one 1️⃣ of the best

I am buying some QQQ,, META, AMZN and GOOG. Not show hand [Smile]. Just in case it go into bear market.

The $Invesco QQQ(QQQ)$ fell 1.42 per cent on Thursday and the $S&P 500(.SPX)$ declined 0.30 per cent. $Amazon.com(AMZN)$ closed down 4.25 per cent and fell about another 7 per cent after its results. Microsoft slipped just 0.16 per cent, while Meta gained 1.96 per cent. Companies making large AI investments were no longer trading as one group. Amazon reported third-quarter revenue of $201.9 billion, up 12 per cent, and earnings of $1.89 a share. AWS revenue grew 39 per cent to $46.0 billion, while operating income rose 55 per cent to $17.8 billion. The issue was cash generation: trailing 12-month free cash flow s

Alphabet fell more than 12% in one day, and several technology heavyweights are 20%-30% below their 2026 closing highs. That has brought the familiar buying-the-dip question back into focus. Tiger's view: It is reasonable to start screening profitable companies after these pullbacks, but there is not enough evidence to declare a bottom across technology stocks. Prices, earnings and cash flow need to be assessed together—and historical recoveries show why the time horizon matters. 01 | Stock-level selloffs and index drawdowns differ On October 29, the Nasdaq Composite closed at 26,184.72, down 1.38%. The Nasdaq-100 fell 1.38%, while the S&P 500 lost 0.30%. GOOGL dropped 12.64%, Amazon fell 4.25%, Microsoft slipped just 0.16%, and Meta rose 1.96%. The performance was sharply divided. [1]

Alphabet just suffered its worst one-day percentage decline ever. Roughly 12.6% gone. About $500B of market value erased. And the contradiction inside the earnings report was extraordinary. Google Cloud revenue: +103% to $30.7B. Cloud backlog: $561B Yet Alphabet's free cash flow: NEGATIVE $9.1B. How can a company double its fastest-growing major business and simultaneously start burning cash? The obvious answer is: Alphabet is spending too much on AI. That is partly true. But I think it misses something much more interesting. Google is quietly changing what kind of company it is. And one clue buried inside the quarter explains why its cash-flow profile may never look exactly like old Google again. That clue is: TPU SYSTEMS. 🔵 OLD GOOGLE HAD A BEAUTIFUL BUSINESS MODEL For years, Alphabet's

The $Invesco QQQ(QQQ)$ fell 1.42 per cent on Thursday and the $S&P 500(.SPX)$ declined 0.30 per cent. $Amazon.com(AMZN)$ closed down 4.25 per cent and fell about another 7 per cent after its results. Microsoft slipped just 0.16 per cent, while Meta gained 1.96 per cent. Companies making large AI investments were no longer trading as one group.

Amazon reported third-quarter revenue of $201.9 billion, up 12 per cent, and earnings of $1.89 a share. AWS revenue grew 39 per cent to $46.0 billion, while operating income rose 55 per cent to $17.8 billion. The issue was cash generation: trailing 12-month free cash flow swung from positive $14.8 billion a year earlier to negative $42.4 billion.

$Alphabet(GOOG)$  latest quarterly results highlight one of the biggest questions facing the technology sector: how much should investors tolerate today in exchange for potential AI growth tomorrow? For months, Big Tech companies have been competing to build larger data centres, secure advanced chips and expand their AI capabilities. The market initially rewarded this spending as evidence that these companies were positioning themselves for long-term growth. However, investors are becoming more selective. Strong revenue growth is no longer enough. They want to see whether AI investment can eventually translate into sustainable profits and free cash flow. Alphabet’s latest results demonstrate why this debate is becoming more important. Sh

Alphabet’s latest earnings report presents one of the biggest contradictions in the current AI investment cycle. Google Cloud revenue more than doubled, operating income increased substantially, and demand for AI infrastructure appears exceptionally strong. Yet investors sent the stock down 12.64% on Thursday. Why did such impressive cloud growth trigger such a negative market reaction? The answer lies in the difference between growing a business and generating cash from that growth. Alphabet is investing enormous amounts of money to strengthen its position in AI. It is building data centres, purchasing advanced chips, expanding computing capacity and developing AI products. These investments may create significant long-term opportunities, but the financial cost is becoming increasingly di

Very good article. I like it very much. I hope the market will recover soon and achieve new high.

What happen was stock markets often drop before election results because of uncertainty. Once the final makeup of the House and Senate is confirmed, even as a split the markets frequently stage a strong "relief rally" because the unknown factor is gone. Next week 😀

Thanks for sharing! Hang in there! my money is on  $Alphabet(GOOG)$

Alphabet (Google): Two Days of Volatility and an Options Trading Opportunity Alphabet (GOOGL) experienced significant selling pressure over the past two trading days following its third-quarter 2026 earnings announcement. The stock suffered a historic decline of approximately 12.6% on Thursday, reflecting investors' disappointment with its earnings performance and concerns about its aggressive AI spending. Despite reporting 25% year-over-year revenue growth and an impressive 103% increase in Google Cloud revenue, Alphabet faced several challenges. Search advertising growth was slower than expected, while its free cash flow turned negative at approximately US$9.1 billion. Investors are increasingly questioning whether the enormous investments in AI infrastructure, data centres and computing

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