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  $Alphabet(GOOG)$

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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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

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 s

$Alphabet(GOOG)$  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

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.

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All drop but we hold the fort

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The Smart Investor's Guide: Why Google is a Safe Choice After the Market Drop 🌟🌟🌟$Alphabet(GOOG)$  Alphabet is like a fortress for your money, trading around USD 365.76 per share after a big drop across the US stockmarket on Friday June 5 2026. When the stock market drops, many new investors panic.  But professional investors look at it as a clearance scale.  This drop means you can buy a piece of a massive, successful company at a discount.  In fact Wall Street analysts think that Google is worth much more, setting an average target price of USD 410, with some expecting it to go as high as USD 510. Why is Berkshire Hathaway Is Buying Google? $Berkshire Hathaway(

The divergence we are seeing between Google (Alphabet) $Alphabet(GOOGL)$ $Alphabet(GOOG)$ and the broader semiconductor sector highlights a massive shift in how the market views the AI food chain. When chip stocks face "carnage" due to cyclical fears, capacity constraints, or valuation corrections, Google is increasingly viewed as a structural safe haven. Safe Haven or Core Moat? It is a mix of both, but the core moat is what enables the safe-haven status. Berkshire Hathaway’s massive $10 billion private placement anchoring an $80+ billion equity raise—spearheaded by new CEO Greg Abel—is the ultimate institutional stamp of approval. Why are they hiding out in Google while chipmakers bleed? Insulation fro

Like me, if you are also wondering why $Alphabet(GOOG)$ is falling and falling hard all of a sudden, I managed to track down the root cause. What happened was on 02 Jun 2026, GOOG announced a historic $80 billion equity fundraising plan to fuel its massive artificial intelligence (AI) expansion, a move that highlights the immense capital demands of the ongoing AI arms race. (see below) The initiative represents the largest equity fundraising ever recorded, surpassing the capital raised by the world's 3 largest initial public offerings (IPOs) combined: Saudi Aramco ($25.6 billion in 2019). Alibaba ($21.8 billion in 2014). SoftBank ($21.3 billion in 2018). GOOG’s Structure & Financial mechanisms. Alphabet's capital-raising strategy utilizes a mu

The 2026 U.S. IPO market may not just be reopening. It may be asked to do something much harder: price three of the most important private-market stories in the world. SpaceX is the infrastructure bet. OpenAI is the gateway bet. Anthropic is the enterprise workflow bet. They are not ordinary tech companies, nor are they just another wave of short-term excitement in the IPO market. Together, they may mark the first time public markets are being asked to price, all at once, the defining themes of the next decade: the Space Age, the AGI Age, and the Enterprise Intelligence Age. But from an investment perspective, the bigger the company, the more dangerous it is to ask only one question: “Is it great?” A great company and a great investment are always separated by one thing: price. The real qu