Kiwi Tigress
12-14 15:48

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@Barcode：$Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Roundhill Magnificent Seven ETF(MAGS)$ 🐂📈 Bulls Are Regrouping in Google $GOOGL as AI Capital Rotates, Structure Signals Reload, Not Distribution 📈🐂 Bulls are regrouping in Google $GOOGL, not chasing highs, not panicking on consolidation. This is what constructive digestion looks like after a powerful impulse. TD Cowen lifting its price target to $350 from $335 reinforces that view, grounded in rising Gemini usage, improving AI-driven Search engagement, and early monetisation traction from AI Overviews and AI Mode. This is fundamentals catching up to price, not the other way around. Alphabet is +63% YTD and +113% from the April lows, but the more important signal is structural. Price has cooled back inside the rising channel, which is why I tactically lowered my EOY target. That adjustment is about location, not conviction. The current setup is a near clone of the prior bull flag that resolved higher, with volatility compressing rather than expanding. That is not how tops form. The weekly structure remains intact. Trend integrity is preserved, higher lows are respected, and momentum has been reset without breaking character. Liquidity behaviour remains orderly, consistent with institutional digestion rather than distribution. The broader AI data centre trade, however, is under pressure. Goldman Sachs’ AI basket is down more than 6%, marking its worst session since April’s tariff shock. Hardware, networking, and infrastructure names have been hit across the board, including $SNDK, $WDC, $STX, $MU, $ANET, and $VRT. Softer prints from $ORCL and $AVGO have reignited concerns around AI capex intensity, balance sheet leverage, and near-term cash flow digestion. That divergence matters. Alphabet is not a levered hardware buildout story. It sits upstream in distribution, data, and monetisation. When capital cycles wobble, the market rotates toward platforms that can absorb volatility rather than amplify it. That separation is showing up clearly in relative structure. Execution remains straightforward. I buy Google on dips into the 100-week SMA zone. That level has repeatedly acted as institutional reload territory across cycles, where longer-duration capital steps in and risk compresses asymmetrically. My long-term view remains unchanged. Into 2026 to 2027, I see a credible path toward $500, driven by AI-led Search re-acceleration, Gemini monetisation scaling, cloud operating leverage, and Alphabet’s ability to convert global distribution into durable, high-quality cash flow. Price is never random. It is always reacting to incentives, liquidity and time! 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments @TigerObserver @TigerStars @TigerPicks @TigerWire
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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