$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Seems like money is rotating out of high-value names into value stocks like Google. Kind of wild that Google is now viewed as a value play, even with double-digit growth.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ It might need some more time before moving higher. Another drop toward $300 doesn't seem out of the question, in my view.
$Alphabet(GOOG)$ Earnings season could bring renewed attention to banking and streaming stocks, and $Netflix(NFLX)$ is firmly on my radar. Netflix reports October 20, and the setup heading into the print could create a strong momentum opportunity if buyers step in early.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Gaining market share in enterprise AI, Argon, TPUs, quantum computing, and having the full stack. So why is this still the cheapest Mag 7? The market eventually gets it, and this could be at 450 by EOY.
$NVIDIA(NVDA)$ The floor for this stock keeps rising. Jensen made the right call here. Double chip sales next year, 70% growth in 2027, $150 billion buyback. Cash payout announced today. Solid execution.