Breaking: The Magnificent 7 have lost over ~$2,839,000,000,000 of market capitalization from their all-time highs
• Tesla: -34.6%• Meta: -27.0%• Alphabet: -16.1%• Apple: -12.3%• Microsoft: -10.9%• Amazon: -6.4%• Nvidia: -5.3%What's on your mind?
Breaking: The Magnificent 7 have lost over ~$2,839,000,000,000 of market capitalization from their all-time highs
• Tesla: -34.6%• Meta: -27.0%• Alphabet: -16.1%• Apple: -12.3%• Microsoft: -10.9%• Amazon: -6.4%• Nvidia: -5.3%Alphabet is at the centre of the news once more - for another round of debt offering that could potentially dilute shareholders. Google initially recovered strongly post earnings as the stock climbed back strongly with buyers stepping in to support the momentum, but now is sliding back to low 300s with more debt offerings to fund its Capital Expenditures.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Alphabet(GOOGL.US) Google raised prices on its new phones citing a severe memory shortage. The new smartphone starts at $899 and the foldable is priced at $1,899, $100 above the prior generation. - $Sandisk(SNDK.US) $Micron Tech(MU.US) $SK Hynix(SKHY.US)
I just chased it aggressively at $343 at a small quantity. wouldn't sell a good long-term position simply because it has risen. For new money, I’d prefer buying in 2–3 tranches, with a more attractive accumulation zone around $315–330, and I'd become considerably more interested below $300.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
Stocks held on to gains after CPI came in as expected, though oil prices edged higher after a senior Iranian official commented that there were no discussions with US on extending a ceasefire. With in line expectations of CPI, FED is now more likely to continue to hold steady as there is barely any major changes that would threaten the economy.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
If CPI is good then all the tech sector will rebound if not.. prepare for the red day 😖😖
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
Fellow investor @qwq built a fully autonomous AI trading Agent called "Flint" in his spare time: Claude decides whether to act, code handles risk control and order placement, and the whole thing runs unattended on a single Mac mini. In July it completed 69 trades; of 124 intents, 31 were blocked by its own risk gate. Paper-trading return: about 3%.
The shovel sellers are still rising now; it's estimated that the landlords collecting rent won't start rising until at least next year.
Everyone is getting beaten up right now; those who can withstand the pressure will be the bosses.
Where does Google rank? Don't look at the past, don't look at the present, look at 5 years from now. Can it make it to the top three? I doubt it.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
🌟🌟🌟$Alphabet - C(GOOG.US)has just suffered a brutal double digit haircut, tumbling 20% below its recent all time high of USD 404 to USD 343. The financial talking heads are treating the world's undisputed king of information like a failing tech startup. They are panicking but I am buying.
This drop is nothing more than a temporary noise obscuring an absolute monopoly engine.
Google still commands over 90% of global internet search and 95% of smartphone search traffic. People don't "Bing" things. They "Google" them. That digital real estate is a literal licence to print ad revenue.
At USD 343 per share, Alphabet is trading at a P/E ratio of just 17.2. It is deeply undervalued relative to its mega cap peers.
Investing is about zooming out. The market is giving me a golden opportunity to buy one of the most powerful corporate empires in human history at a big discount because it decided to invest heavily in its own future.
I am happily buying this dip and letting time do the heavy lifting.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
I believe the markets wants to see the CPI numbers first before deciding where it wants to go. If the numbers show inflation tapering, it will be good for the markets.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
This market is too tricky to guess which way it wants to go. And many times I have mentioned that narratives are secondary to price action. Having said that, the market might be waiting for the CPI numbers looking at how lacklustre it has been lately.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
The market’s message is clear: spending is out, profits are in. $Alphabet(GOOGL.US) raised capex + debt with negative FCF and got sold. If AI infra beats don’t turn into real cash soon, the whole trade unwinds.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
I see Alphabet’s pullback as more about AI spending concerns than weak fundamentals. Q2 revenue grew 24% and Cloud jumped 82%, but with 2026 CapEx potentially reaching $205B, investors want clearer proof that these investments will translate into stronger cash flow and returns.
Meanwhile, CRWV, SMCI and LITE showed that AI infrastructure demand remains strong, with CRWV’s backlog above $100B and LITE saying laser demand far exceeds capacity. So I’m not ready to call the AI trade over, but valuations are clearly facing higher expectations.
I’ll be watching CPI and upcoming earnings closely. From here, beats alone may not be enough — orders, margins and guidance will determine who can keep rallying. I still see room for the AI trade, but the market will increasingly reward companies that can prove real returns from AI spending.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
maybe small correction coming soon as approaching US mid term. hopefully theres a chance to buy the dip for those who wish to. just dont panic sell.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
$Alphabet(GOOGL.US) is buying growth with debt and burning cash. $205B capex is unsustainable if ROI lags. Market rewarded infra suppliers but punished the spender - classic late-cycle rotation and margin pressure ahead.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
In the past two years, the growth of the Singapore stock market and the Straits Times Index has become a standout presence in global stock markets. The pragmatic approach of Singapore-listed companies, along with their relatively low volatility compared to other securities markets, serves as a very important stabilizing factor in investors' portfolios. Over these two years, I have heard many friends share that the Singapore stock market is by no means inferior to the US stock market; it is a highly worthwhile investment target. Do not overlook it simply because its total market cap and price gains are smaller; holding it will make your portfolio more balanced. I hope that after hitting new highs, the local stock market can continue to develop steadily at its own pace.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
Singapore's Ministry of Trade and Industry raised our 2026 GDP forecast massively after a rapid growing economy in the first half of the year, particularly driven by AI-related capital expenditure lifting the electronics and precision engineering clusters. As a huge exporter of time sensitive and high value goods, this is encouraging for our local economy. Let's hope we can continue to take advantage of this AI rally.
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
AI demand remains strong, but markets are becoming more selective as rising capex, valuations and cash-flow concerns shape the next phase of the AI trade.
SG upgraded GDP outlook keeps the market environment supportive, particularly for banks and companies linked to AI, infrastructure and manufacturing. Stronger AI demand, electronics and precision engineering activity continue to support growth.
Market participants are closely monitoring interest rates, inflation, valuations and upcoming corporate earnings for potential risks.With the STI near record highs, investors may want to stay selective and look for opportunities on pullbacks rather than chase the rally
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...
I think the impt is the US CPI, hope it’s good
$Alphabet(GOOGL.US) fell another 3.6% Tuesday, extending its slide as investors weigh a raised 2026 capex guidance of up to $205B and a new $25B debt offering against genuinely strong Q2 numbers, reve...