To The Moon

market is punishing the high leverage peoples who borrows too much money to buy stocks

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Alphabet's third-quarter 2026 earnings report revealed a disconnect between surging AI-driven demand and massive capital expenditures that pushed free cash flow into negative territory for the second consecutive quarter. In this article we would like to share an in-depth examination of $Alphabet(GOOG)$ Alphabet’s consecutive negative free cash flow quarters, capital expenditures, enterprise cloud momentum, balance sheet resilience, and hyperscaler competitive dynamics. 1. Introduction & Third-Quarter 2026 Context The technology sector in 2026 has reached a pivotal juncture in the generative AI deployment lifecycle. The initial phase of model development and experimental prototyping has given way to large-scale enterprise integration and real-t

Investment is about making informed decisions, managing risks wisely, and building long-term wealth through consistent planning, diversification, and patience rather than chasing short-term gains.

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 😀

Thank you for sharing this post! It is information and I enjoyed reading your post. Hope you will continue to share insightful information like this!

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

Alphabet's third-quarter 2026 earnings report revealed a disconnect between surging AI-driven demand and massive capital expenditures that pushed free cash flow into negative territory for the second consecutive quarter. In this article we would like to share an in-depth examination of $Alphabet(GOOG)$ Alphabet’s consecutive negative free cash flow quarters, capital expenditures, enterprise cloud momentum, balance sheet resilience, and hyperscaler competitive dynamics. 1. Introduction & Third-Quarter 2026 Context The technology sector in 2026 has reached a pivotal juncture in the generative AI deployment lifecycle. The initial phase of model development and experimental prototyping has given way to large-scale enterprise integration and real-t

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

market is punishing the high leverage peoples who borrows too much money to buy stocks

thanks for sharing... thanks for sharing...

Investment is about making informed decisions, managing risks wisely, and building long-term wealth through consistent planning, diversification, and patience rather than chasing short-term gains.

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

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.

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

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 😀

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.

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  $Alphabet(GOOG)$

kkkkkkkkkkkkkkkkkkkkkk

Thank you for sharing this post! It is information and I enjoyed reading your post. Hope you will continue to share insightful information like this!

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 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