* Meta, Alphabet, Intel Share Sales Leave Buyers Far Underwater
@bloomberg.com #$META #$GOOGL #$INTC
www.bloomberg.com/news/article...
@bloomberg.com #$META #$GOOGL #$INTC
www.bloomberg.com/news/article...
October 30, 2026 at 3:33 PM
* Meta, Alphabet, Intel Share Sales Leave Buyers Far Underwater
@bloomberg.com #$META #$GOOGL #$INTC
www.bloomberg.com/news/article...
@bloomberg.com #$META #$GOOGL #$INTC
www.bloomberg.com/news/article...
$GOOGL -12.8%, worst day since its 2004 IPO, a 30% drawdown
@stockcharts @seekingalpha seekingalpha.com/art...
@stockcharts @seekingalpha seekingalpha.com/art...
October 29, 2026 at 8:00 PM
$GOOGL -12.8%, worst day since its 2004 IPO, a 30% drawdown
@stockcharts @seekingalpha seekingalpha.com/art...
@stockcharts @seekingalpha seekingalpha.com/art...
Updated drawdowns
$INTC -58.0%
$ARM -56.3%
$ORCL -55.3%
$SNDK -54.4%
$KLAC -50.1%
$AMAT -49.1%
$LRCX -48.4%
$MRVL -48.2%
$NFLX -46.6%
$BABA -43.8%
$CAT -43.0%
$SPCX -39.5%
$AVGO -34.8%
$DELL -33.7%
$MU -33.6%
$GOOGL -31.3%
$AMD -28.8%
$GEV -27.4%
$SKHY -26.3% @finviz_com
$INTC -58.0%
$ARM -56.3%
$ORCL -55.3%
$SNDK -54.4%
$KLAC -50.1%
$AMAT -49.1%
$LRCX -48.4%
$MRVL -48.2%
$NFLX -46.6%
$BABA -43.8%
$CAT -43.0%
$SPCX -39.5%
$AVGO -34.8%
$DELL -33.7%
$MU -33.6%
$GOOGL -31.3%
$AMD -28.8%
$GEV -27.4%
$SKHY -26.3% @finviz_com
November 2, 2026 at 10:31 PM
Updated drawdowns
$INTC -58.0%
$ARM -56.3%
$ORCL -55.3%
$SNDK -54.4%
$KLAC -50.1%
$AMAT -49.1%
$LRCX -48.4%
$MRVL -48.2%
$NFLX -46.6%
$BABA -43.8%
$CAT -43.0%
$SPCX -39.5%
$AVGO -34.8%
$DELL -33.7%
$MU -33.6%
$GOOGL -31.3%
$AMD -28.8%
$GEV -27.4%
$SKHY -26.3% @finviz_com
$INTC -58.0%
$ARM -56.3%
$ORCL -55.3%
$SNDK -54.4%
$KLAC -50.1%
$AMAT -49.1%
$LRCX -48.4%
$MRVL -48.2%
$NFLX -46.6%
$BABA -43.8%
$CAT -43.0%
$SPCX -39.5%
$AVGO -34.8%
$DELL -33.7%
$MU -33.6%
$GOOGL -31.3%
$AMD -28.8%
$GEV -27.4%
$SKHY -26.3% @finviz_com
“.. some staff members are forbidden by their employment contracts from criticizing the company for the rest of their lives, even if they leave the firm, according to a contract reviewed by The Washington Post ..”
@washingtonpost.com #$GOOGL
www.washingtonpost.com/technology/2...
@washingtonpost.com #$GOOGL
www.washingtonpost.com/technology/2...
November 3, 2026 at 10:35 PM
“.. some staff members are forbidden by their employment contracts from criticizing the company for the rest of their lives, even if they leave the firm, according to a contract reviewed by The Washington Post ..”
@washingtonpost.com #$GOOGL
www.washingtonpost.com/technology/2...
@washingtonpost.com #$GOOGL
www.washingtonpost.com/technology/2...
The latter IMO. Take #$GOOGL for example. If the cat is out of the bag on agentic search, you either sit and watch your whole business unravel or you hop on the train.
What irony if AI destroyed Mag 7 moats. Craziest own goal or they had no choice?
October 30, 2026 at 4:08 PM
The latter IMO. Take #$GOOGL for example. If the cat is out of the bag on agentic search, you either sit and watch your whole business unravel or you hop on the train.
GS: Hyperscaler aggregate free cash flow turned negative in Q3
$AMZN $GOOGL $META $MSFT $ORCL
$AMZN $GOOGL $META $MSFT $ORCL
October 31, 2026 at 2:16 PM
GS: Hyperscaler aggregate free cash flow turned negative in Q3
$AMZN $GOOGL $META $MSFT $ORCL
$AMZN $GOOGL $META $MSFT $ORCL
GS: Hyperscaler cloud revenue growth continued to accelerate in Q3... and backlogs swelled, on net, for $AMZN $GOOGL $MSFT
Maybe stick to your knitting?
Maybe stick to your knitting?
November 1, 2026 at 12:31 PM
GS: Hyperscaler cloud revenue growth continued to accelerate in Q3... and backlogs swelled, on net, for $AMZN $GOOGL $MSFT
Maybe stick to your knitting?
Maybe stick to your knitting?
October 29, 2026 at 4:04 PM
October 29, 2026 at 2:27 PM
$GOOGL FCF falls further into the red
October 28, 2026 at 8:31 PM
$GOOGL FCF falls further into the red
October 28, 2026 at 11:40 PM
yikes open for both GOOGL and MSFT
October 29, 2026 at 1:35 PM
yikes open for both GOOGL and MSFT
PEG ratio heat map:
$PG 4.9
$COST 4.2
$AAPL 3.9
$WMT 3.5
$KO 3.4
$MSFT 1.1
$GOOGL 1.0
$META $AMZN 0.9 @finviz_com
$PG 4.9
$COST 4.2
$AAPL 3.9
$WMT 3.5
$KO 3.4
$MSFT 1.1
$GOOGL 1.0
$META $AMZN 0.9 @finviz_com
November 3, 2026 at 8:45 PM
PEG ratio heat map:
$PG 4.9
$COST 4.2
$AAPL 3.9
$WMT 3.5
$KO 3.4
$MSFT 1.1
$GOOGL 1.0
$META $AMZN 0.9 @finviz_com
$PG 4.9
$COST 4.2
$AAPL 3.9
$WMT 3.5
$KO 3.4
$MSFT 1.1
$GOOGL 1.0
$META $AMZN 0.9 @finviz_com
So far this month:
$INTC -23%
$GOOGL -18%
$META -14%
$NVDA -6%
$AMZN -2%
$CAT -20%
$SKHY -12%
$MU -12%
$ARM -21%
$MRVL -17%
$SNDK -24%
$STX -24%
$WDC -13%
$LRCX -23%
$GLW -16%
$INTC -23%
$GOOGL -18%
$META -14%
$NVDA -6%
$AMZN -2%
$CAT -20%
$SKHY -12%
$MU -12%
$ARM -21%
$MRVL -17%
$SNDK -24%
$STX -24%
$WDC -13%
$LRCX -23%
$GLW -16%
October 29, 2026 at 8:07 PM
So far this month:
$INTC -23%
$GOOGL -18%
$META -14%
$NVDA -6%
$AMZN -2%
$CAT -20%
$SKHY -12%
$MU -12%
$ARM -21%
$MRVL -17%
$SNDK -24%
$STX -24%
$WDC -13%
$LRCX -23%
$GLW -16%
$INTC -23%
$GOOGL -18%
$META -14%
$NVDA -6%
$AMZN -2%
$CAT -20%
$SKHY -12%
$MU -12%
$ARM -21%
$MRVL -17%
$SNDK -24%
$STX -24%
$WDC -13%
$LRCX -23%
$GLW -16%
October 29, 2026 at 8:45 PM
Comm Services P/E has crashed to 4-year lows too
$XLC $GOOGL $META $RDDT $NFLX @dualityresearch
$XLC $GOOGL $META $RDDT $NFLX @dualityresearch
November 1, 2026 at 2:08 PM
Comm Services P/E has crashed to 4-year lows too
$XLC $GOOGL $META $RDDT $NFLX @dualityresearch
$XLC $GOOGL $META $RDDT $NFLX @dualityresearch
What happened to "do no evil"? Lol. #$GOOGL
Google is trying to use its monopoly power to force AI into our public schools.
No corporation should have the power to dictate how we teach our children.
Our public schools exist to serve students, not to grow the profit margins of Big Tech.
No corporation should have the power to dictate how we teach our children.
Our public schools exist to serve students, not to grow the profit margins of Big Tech.
Google Will Turn Off Search for Schools That Reject A.I.
Google is making it easier to restrict its A.I. tools for students. But schools that block A.I. entirely will lose student access to Google’s search engine.
www.nytimes.com
November 3, 2026 at 7:43 PM
What happened to "do no evil"? Lol. #$GOOGL
if GOOGL crushes the AI trade as oil spikes $3 tomorrow guess what rates do
October 28, 2026 at 8:55 PM
if GOOGL crushes the AI trade as oil spikes $3 tomorrow guess what rates do