GOOGL Alphabet Inc.

GOOGL Alphabet Inc.

Communication Services · Internet Content & Information

Desk view

Watchingmedium conviction · entry SMA20 reclaim ~$360 is THE rotation bellwether → confirms quality-dip resumes; $337 current is the accumulation shelf — not entered
Basis Logged decision ·Entry target
Perspectives AI Capex Digestion
Updated

Market read

Scan convergence 2 scans as of 2026-10-16 2 neutral converging

POC $340.03 · VWAP $330.54 · -3.1% vs 12m avg buyer

basing vol: normalchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster VP, Director sold $176.9K, Jul 29–30

Coverage

12 related campaigns

Watchlists @ai-scan@bargain-bin@faang@focus@insider-universe@mag7@spacex-s1-supply-chain@tech@tech-insider-buys

GOOGL Price Structure

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Peers

Every watchlist GOOGL belongs to, members best 30-day change first — GOOGL highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@tech
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MSFT+4.8% +0.7%1d -0.9%7d AAPL+3.2% -0.1%1d +1.2%7d CNXN+0.1% +0.2%1d -0.7%7d AMZN-0.5% -0.9%1d -0.8%7d GOOGL-5.2% -1.2%1d -6.0%7d XLK-6.2% +0.5%1d -0.1%7d META-13.6% -1.0%1d -9.4%7d
@spacex-s1-supply-chain
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AR+12.7% +2.9%1d +3.9%7d KMI+9.8% +2.1%1d +0.7%7d GSAT0.0% +0.2%1d +0.2%7d DTM-1.5% +0.4%1d +0.2%7d TSLA-2.1% -0.6%1d +4.9%7d ECHO-3.9% +3.8%1d +4.3%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d HXL-7.5% -2.0%1d -11.8%7d SPXC-7.6% +0.2%1d -3.4%7d IRDM-8.1% +1.4%1d +1.5%7d ARKX-8.7% +0.7%1d -0.1%7d AVGO-9.4% -0.5%1d -2.1%7d CIEN-10.0% -0.7%1d -3.8%7d SEI-12.9% +0.2%1d -6.4%7d GEV-14.4% -1.5%1d -11.5%7d ATI-14.8% -3.1%1d -15.5%7d ETN-16.6% -0.8%1d -6.4%7d VSAT-16.6% +4.2%1d +4.5%7d FLY-16.8% +4.0%1d +8.8%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d PL-18.1% +2.5%1d -1.1%7d HWM-18.7% -3.8%1d -15.9%7d LITE-19.3% +0.5%1d -8.3%7d BKSY-21.0% +5.3%1d +1.5%7d VRT-21.9% -0.7%1d -5.9%7d RKLB-25.2% +2.7%1d +3.5%7d RDW-25.8% +2.7%1d -0.4%7d CRS-27.9% -2.6%1d -24.5%7d ALAB-28.7% -0.3%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d COHR-30.4% +0.7%1d -10.1%7d LUNR-31.0% +0.7%1d -2.4%7d ASTS-33.7% +2.6%1d -2.1%7d
@faang
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AAPL+3.2% -0.1%1d +1.2%7d AMZN-0.5% -0.9%1d -0.8%7d GOOGL-5.2% -1.2%1d -6.0%7d NFLX-7.7% -1.8%1d -6.6%7d META-13.6% -1.0%1d -9.4%7d
@mag7
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MSFT+4.8% +0.7%1d -0.9%7d AAPL+3.2% -0.1%1d +1.2%7d AMZN-0.5% -0.9%1d -0.8%7d TSLA-2.1% -0.6%1d +4.9%7d MAGS-2.8% -0.5%1d -1.7%7d GOOGL-5.2% -1.2%1d -6.0%7d NVDA-6.5% -0.6%1d -1.5%7d META-13.6% -1.0%1d -9.4%7d
@focus
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SHOP+18.5% -0.1%1d -0.5%7d ILMN+5.5% 0.0%1d +2.6%7d MSFT+4.8% +0.7%1d -0.9%7d AAPL+3.2% -0.1%1d +1.2%7d AMZN-0.5% -0.9%1d -0.8%7d HQ-0.9% +3.2%1d +18.0%7d TSLA-2.1% -0.6%1d +4.9%7d GOOGL-5.2% -1.2%1d -6.0%7d NVDA-6.5% -0.6%1d -1.5%7d NTR-7.2% +0.9%1d -2.1%7d NET-7.5% +7.3%1d +9.9%7d ARGX-7.6% -0.2%1d +6.7%7d NFLX-7.7% -1.8%1d -6.6%7d MU-18.1% +2.5%1d -0.1%7d PL-18.1% +2.5%1d -1.1%7d OUST-24.6% +6.1%1d +4.4%7d IONQ-26.5% +0.3%1d 0.0%7d ARQQ-27.2% +3.8%1d +17.1%7d RGTI-28.0% +0.3%1d -2.4%7d QUBT-28.1% -0.5%1d +3.1%7d QBTS-30.6% +0.3%1d -1.0%7d SNDK-31.9% -1.8%1d -4.7%7d LAES-32.6% 0.0%1d -13.4%7d INFQ-36.7% -0.6%1d +2.3%7d ARM-36.8% +0.1%1d -7.7%7d XNDU-50.5% -2.6%1d -13.2%7d
@tech-insider-buys
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ASAN+26.9% +4.5%1d +21.9%7d HUBS+19.8% +1.4%1d +17.3%7d INTU+19.7% -3.2%1d +5.6%7d VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d TEAM+16.7% +2.0%1d +9.5%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d OKTA+3.7% +5.8%1d +13.8%7d AAPL+3.2% -0.1%1d +1.2%7d PLTR+2.6% +0.3%1d +5.8%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d NET-7.5% +7.3%1d +9.9%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d SMCI-20.5% -2.3%1d +4.1%7d CRDO-24.0% -9.5%1d -13.2%7d IONQ-26.5% +0.3%1d 0.0%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d ARM-36.8% +0.1%1d -7.7%7d
@bargain-bin
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INTU+19.7% -3.2%1d +5.6%7d ZS+19.0% +7.3%1d +23.0%7d ISRG+13.6% +1.9%1d +6.0%7d SAP+13.1% -1.0%1d +6.2%7d NOW+12.9% +1.3%1d +12.0%7d CME+12.9% -0.1%1d +4.0%7d COST+10.9% -1.5%1d +1.4%7d SPGI+10.8% -0.6%1d +4.8%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d DIS+8.8% -0.5%1d +1.8%7d WMT+8.5% -1.0%1d +0.9%7d HD+7.8% -2.4%1d +3.3%7d DPZ+5.8% -1.3%1d +1.6%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d PEP+4.3% -2.2%1d +3.3%7d MCD+4.3% -1.6%1d +2.3%7d HON+4.0% +1.3%1d +4.6%7d LOW+3.8% -2.8%1d +0.7%7d NKE+3.5% -2.7%1d +0.5%7d PLTR+2.6% +0.3%1d +5.8%7d TTD+2.5% -1.2%1d +6.3%7d TMO+1.3% -0.4%1d -2.3%7d BKNG0.0% -3.3%1d -4.7%7d AMZN-0.5% -0.9%1d -0.8%7d TSLA-2.1% -0.6%1d +4.9%7d LULU-3.2% -4.8%1d +2.0%7d UBER-3.9% -3.4%1d -5.2%7d CEG-4.0% -0.7%1d -6.6%7d GOOGL-5.2% -1.2%1d -6.0%7d NVDA-6.5% -0.6%1d -1.5%7d NFLX-7.7% -1.8%1d -6.6%7d DE-8.9% +0.4%1d +0.7%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d MRVL-12.4% +2.3%1d +0.3%7d ORCL-12.7% +0.5%1d -1.6%7d META-13.6% -1.0%1d -9.4%7d ANET-15.3% +0.8%1d -2.6%7d CAT-15.4% -2.4%1d -6.0%7d AMD-15.9% +1.7%1d -2.3%7d KLAC-22.5% -1.5%1d -12.2%7d LRCX-25.1% 0.0%1d -12.8%7d
@insider-universe
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ASAN+26.9% +4.5%1d +21.9%7d PINS+21.0% -2.7%1d +1.9%7d ZS+19.0% +7.3%1d +23.0%7d SHOP+18.5% -0.1%1d -0.5%7d ABNB+15.0% -2.1%1d -1.0%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d LLY+10.6% -2.5%1d +1.3%7d MRNA+9.9% -1.3%1d -8.2%7d RBLX+8.0% -2.0%1d +6.7%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d ZM+4.2% -0.5%1d +1.7%7d AAPL+3.2% -0.1%1d +1.2%7d AFRM+2.9% -3.2%1d -5.3%7d PLTR+2.6% +0.3%1d +5.8%7d UI+2.5% -1.4%1d -2.2%7d VRTX+1.5% -2.1%1d +4.8%7d TMO+1.3% -0.4%1d -2.3%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d HIMS-2.4% -4.9%1d -1.3%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d UBER-3.9% -3.4%1d -5.2%7d CEG-4.0% -0.7%1d -6.6%7d ENPH-4.5% +0.8%1d +3.2%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d U-7.5% +1.3%1d +1.0%7d NET-7.5% +7.3%1d +9.9%7d NFLX-7.7% -1.8%1d -6.6%7d NTLA-9.1% +0.5%1d -1.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d TWLO-9.9% +3.2%1d +7.1%7d FSLR-10.4% +0.4%1d -0.4%7d BNTX-10.5% -1.7%1d +0.5%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d SOFI-11.7% -1.0%1d +0.5%7d IBKR-12.3% -2.4%1d -2.9%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d AMD-15.9% +1.7%1d -2.3%7d COIN-17.0% -2.7%1d -5.0%7d FSLY-17.7% +8.7%1d +8.6%7d AKAM-21.0% +2.6%1d +6.5%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d
@ai-scan
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VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d AI+14.7% +3.6%1d +10.1%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d PATH+8.4% +1.4%1d +10.0%7d DDOG+7.2% +4.6%1d +9.1%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d PLTR+2.6% +0.3%1d +5.8%7d TAC+2.3% -2.3%1d -4.9%7d VST+1.6% -0.5%1d -7.8%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d SEDG-0.1% +1.1%1d +6.3%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d VZE-4.0% -1.2%1d -0.3%7d ENPH-4.5% +0.8%1d +3.2%7d DLR-5.0% +0.8%1d -2.0%7d GOOGL-5.2% -1.2%1d -6.0%7d BCE-5.6% -2.0%1d +0.3%7d AIQ-5.6% +0.3%1d +0.4%7d TSM-6.3% +1.5%1d +1.4%7d BOTZ-6.4% +1.0%1d 0.0%7d NVDA-6.5% -0.6%1d -1.5%7d ROBO-6.7% -0.1%1d -0.7%7d NET-7.5% +7.3%1d +9.9%7d EQIX-8.0% +0.3%1d -3.1%7d RUN-9.2% -1.6%1d +3.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d FSLR-10.4% +0.4%1d -0.4%7d QCOM-10.8% +1.8%1d +2.2%7d TMUS-11.5% -7.7%1d -7.9%7d TEM-11.7% +6.0%1d +4.5%7d SMH-12.3% +0.7%1d -2.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d SKM-14.6% -0.7%1d -4.2%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d T-17.3% -8.0%1d -10.7%7d MU-18.1% +2.5%1d -0.1%7d LITE-19.3% +0.5%1d -8.3%7d SMCI-20.5% -2.3%1d +4.1%7d BBAI-24.6% +0.5%1d -0.9%7d SOUN-26.3% -1.6%1d -6.1%7d IONQ-26.5% +0.3%1d 0.0%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d RGTI-28.0% +0.3%1d -2.4%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d COHR-30.4% +0.7%1d -10.1%7d QBTS-30.6% +0.3%1d -1.0%7d STX-31.8% -1.8%1d -1.3%7d OKLO-32.1% -2.4%1d -5.8%7d ARM-36.8% +0.1%1d -7.7%7d SMR-38.0% 0.0%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d

Decision history

7 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 7 sell n/a Profit target -0.4% complete
May 23 sell n/a Profit target -9.5% complete
May 2 sell n/a Profit target -7.4% complete
Apr 27 sell n/a Profit target +6.1% complete
Apr 27 sell n/a Profit target +6.1% complete
Apr 27 sell n/a Profit target +6.1% complete
Mar 31 sell n/a Unclassified +23.3% complete

Desk commentary

Authored analysis and challenge notes tied to GOOGL.

1

Next earnings GOOGL reports in 5 days Oct 28

Last report Jul 23

Reported the quarter ending 2026-06-30: revenue $119.80B, diluted EPS $9.11, net income $112.19B (SEC filing, revenue corroborated by the desk's provider cache). Across the print the stock moved -6.5% (close before → first close after).

full note →

Against street estimates

How GOOGL's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Jul 22 · projection Oct 23

Result
Jul 22 2.909.11+214.2%Beat
Apr 29 2.675.11+91.6%Beat
Feb 4 2.642.82+7.0%Beat
Oct 29 '25 2.262.87+26.9%Beat
Jul 23 '25 2.192.31+5.7%Beat
Apr 24 '25 2.012.81+40.1%Beat
Feb 4 '25 2.132.15+1.2%In line
Oct 29 '24 1.852.12+14.8%Beat

Recent news

Headlines about GOOGL from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

GOOGL research tape

325 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

tweet KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B... scan Monster Scan — 2026-10-19 tweet Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung... tweet SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs Quotes @SemiAnalysis_ scan Tech Insider-Buys Scan — 2026-10-16
Types
Oct 22 tweet KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B of mostly non-cancelable cloud deals need $82–116B a year in sales
AMZNGOOGLMSFTORCL#ai-capex-digestion
Oct 19 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 16 tweet Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031
GOOGLMUSKHY#memory-supercycle
Oct 16 tweet SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
NVDAAMDGOOGL#ai-capex-digestion Quotes @SemiAnalysis_ ↗
Oct 16 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 16 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 pick MarketWatch — Google's new Constellation nuclear deal equals the output of a new reactor
CEGGOOGL#ai-power-bottleneck#nuclear-fuel-cycle
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 tweet SemiAnalysis — Google's GPU cloud climbs to Gold in ClusterMAX, but CoreWeave and Nebius are still the Platinum names it holds up as the bar
CRWVNBISGOOGL#ai-capex-digestion
Oct 2 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 2 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Expert Canary3 compute canary 3 Q2 2026 hyperscaler capex funding mix — expert-note
MSFTGOOGLAMZNMETAORCL#ai-capex-digestion
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 28 Deep Dive Alphabet's AI Spend and Cash Generation Face a New Quarter
GOOGL
Sep 26 Source Druckenmiller Duquesne Q2 13F new positions
AMDGOOGLLLYPURRIRENNVTSPANW
Sep 25 Article Google's Project Suncatcher: first in-orbit TPU test — article
GOOGLPLSPCX
Sep 25 Article Rocket Stocks Bounced Under Their 200-Day Lines; Google's Space TPUs Are a Four-Chip Test
RKLBVSATSPCXPLFLYIRDMGSATASTS +4 more
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Update META — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 23 Update META — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 23 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 18 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPL
Sep 9 Market Signal High Beta Giveback Targets Retired VIX to Normal
GOOGLMLMCEGSNDKITALMTGEV
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 5 Article The Names With the Best Structure Have the Worst Entries
LRCXAMATGLWWDCMRVLCOHRVRTGOOGL +4 more
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Tech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPL
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 4 Scan Bargain Bin Scan — Second Straight Zero Strict Hit Cycle As LULU Cracks Toward The Line On A Real Earnings Adjacent Drop, AVGO's 200 Day Test Resolves Down While QCOM's Resolves Up, MCD And HON Both Slide Toward Oversold, COST's One Year Return Flips Negative
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 27 Article Congress Trade Tracker — Who Actually Beats the Index
NVDAGOOGLAMZNAAPLAVGOINTCVSTBE +4 more
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 22 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 19 tweet zephyr_z9 — Marvell hands Google a warrant for ~6.7% of the company, vesting on custom-chip revenue
MRVLGOOGL
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 17 tweet APP channel check: a former AppLovin employee on the ad-model moat
APPMETAGOOGL
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Update MSFT — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Update NVDA — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 4 tweet KawzInvests — hyperscalers' $270bn debt raise is backed by $7 of signed backlog per $1 borrowed
MSFTORCLGOOGLAMZN#ai-capex-digestion
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 26 reddit u/aperartnft — Alphabet's 82% cloud growth got sold anyway; capex guidance is why
GOOGLTSLA#ai-capex-digestion
Jul 25 Desk Move GOOGL — claude-momentum buy
GOOGL
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 23 Desk Move GOOGL — gottheimer-trades buy
GOOGL
Jul 23 Catalyst GOOGL earnings
GOOGL
Jul 22 pick Alphabet Q2: $44.9B quarterly capex, $180-190B FY guide, 2027 'significantly increases'
GOOGLNVDACEGGEV#ai-power-bottleneck#ai-capex-digestion
Jul 22 Desk Move GOOGL — gottheimer-trades buy
GOOGL
Jul 22 Catalyst GOOGL earnings
GOOGL
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Article Week in Review — The Rotation Gets a Name
SPYQQQDIAIWMRSPMUSNDKAMAT#ai-capex-digestion#memory-supercycle#ai-power-bottleneck +4 more
Jun 26 Article Rotation Playbook — What to Buy, the MSFT-vs-GOOGL Tell, and the Midterm Question
GOOGLMSFTAAPLAMZNAVGOCRWDMUNOW +4 more
Jun 26 Article The Rotation Map — What Held, What Got Whacked, and the RSI-20 Trap
SNDKMUALABAMATUNHABBVILMNCAT +4 more
Jun 26 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 26 Update AAPL — candidate.roundup
AAPLMSFTGOOGLAMZNNVDAMETATSLA
Jun 26 Target GOOGL — Entry-Zone Target (2026-06-26 EOW anchor)
GOOGL
Jun 25 Article Monday Light Issue — June 25: The Entries Didn't Move (That's the Signal)
GOOGLCRWDMUAIPCORTDNLISPCXMSFT
Jun 25 Article Where the Entries Are
GOOGLAMZNAAPLNVDAAVGOCRWDASMLALAB +4 more
Jun 25 Article Status
SPYQQQIWMMUGOOGLUSOUUP
Jun 25 Target GOOGL — Entry-Zone Target (2026-06-25 full-scan anchor)
GOOGL
Jun 25 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 25 Update AAPL — candidate.roundup
AAPLMSFTGOOGLAMZNNVDAMETATSLA
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Article Status — R33 Full-Scan Wrap-Up (2026-06-18 anchor)
SPYQQQSMHBEGEVMUAMATNVDA +4 more
Jun 22 Article Daily Actions — R33 Full Scan (2026-06-18 anchor)
AMATKLACLRCXMUWDCSTXGEVBE +4 more
Jun 22 Update NVDA — candidate.roundup
AAPLNVDAAMZNMSFTGOOGLMETATSLA
Jun 22 Article Week in Review — The Rotation Down-Stack
BEGEVMUAMATMRVLKLACLRCXVST#ai-power-bottleneck#spacex-ipo-liquidity-event#memory-supercycle +4 more
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXNBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Update Mag7 Candidates
AAPLTSLAAMZNGOOGLNVDAMSFTMETA
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 4 Investigation SpaceX S-1 picks-and-shovels / supply-chain investable map
SPCXECHONVDATSMSEIGEVTSLAGOOGL#ai-power-bottleneck#optical-supercycle#memory-supercycle#spacex-ipo-liquidity-event +4 more
Jun 3 Investigation SpaceX net-flow model — forced passive index demand vs staggered lockup supply (parametric)
SPCXNVDAMSFTGOOGLAMZNSPYQQQIWM#spacex-ipo-liquidity-event
Jun 2 Investigation xAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook
SPCXNVDAMSFTGOOGLAMZNINTCTSLANBIS#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +2 more
Jun 2 Investigation Large IPO winners — the positive base rate: which big IPOs did NOT drop for a decade, and what they shared
SPCXNVDAAMZNGOOGLMSFTNFLX#spacex-ipo-liquidity-event
Jun 2 Reference Generalized IPO-Quality Scorecard Playbook
NVDAGOOGLMA#spacex-ipo-liquidity-event
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXNVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 2 Reference AI-Lab S-1 → Thesis Crosswalk Playbook
NVDAMSFTGOOGLAMZNNBISCRWVCORZIREN#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +1 more
Jun 1 Source I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… T
GOOGLBRK-ALITEAVGOTSMMU
Jun 1 Article Economist Giga-IPOs — can the stockmarket swallow Anthropic, SpaceX and OpenAI — article
SPCXNVDAMSFTGOOGLAMZNMETASPYQQQ +1 more
Jun 1 Statement Anthropic confidential draft S-1 SEC June 2026 — company-statement
MSFTGOOGLAMZN
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Update Mag7 Candidates
AAPLTSLAAMZNGOOGLNVDAMSFTMETA
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 27 Investigation Anthropic-SpaceX $15B/yr Cloud Services Contract
SPCXGOOGLAMZNMSFTORCLNVDAAVGONBIS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery +4 more
May 18 Article AlgorithmicFIRE Dunn mega-IPO forced-selling model — article
SPCXNVDAMSFTGOOGLAMZNMETA
May 2 Desk Move SELL GOOGL — claude-trader (2026-05-02, 17.62 shares @ $385.69)
GOOGL
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 30 Source Here's a summary of last night's Big Four earnings reports: $GOOGL Cloud grew 63
GOOGLMSFTAMZN
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 27 Desk Move SELL GOOGL — yolo (2026-04-27, 28.26 shares @ $344.4)
GOOGL
Apr 27 Reference YOLO Playbook
ABBVAMDARKKARMASASANAVGOBE +4 more
Apr 27 Reference Pelosi Household Playbook
AAPLAMZNAVGOCRMGOOGLMSFTNVDAPANW +1 more
Apr 27 Reference Claude-Trader Playbook
ABBVABTADBEASANAVGOCEGCLXCOP +4 more
Apr 27 Desk Move SELL GOOGL — claude-momentum (2026-04-27, 14.24 shares @ $344.4)
GOOGL
Apr 27 Reference Claude-Momentum Playbook
ABBVAMZNARMASANAVGOCRMCRSPCRWD +4 more
Apr 27 Desk Move SELL GOOGL — bench-signals (2026-04-27, 3.56 shares @ $344.4)
GOOGL
Apr 27 Reference Bench-Signals Playbook
ABBVABTADBEAFRMAMDAMKREAMZNARM +4 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Article Status Report
ABBVAMZNARMBTC-USDCRSPCRWDEEMGDX +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 25 Reddit Google literally makes its own CPUs (Axion), not just TPUs. Why is $GOOGL not mooning like Intel/AMD on “CPU for AI” trend?
GOOGL
Apr 13 Scan Insider Scan
AAPLADBEAKAMAMDARMASANASMLAVGO +4 more
Apr 13 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKREAMZNAXTICIENCLSECOHR +4 more
Apr 10 Article Status Report
AMZNBTC-USDDIAGOOGLINTUIWMNETNKE +4 more
Apr 10 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 10 Archive The War Perspective
AMZNBTC-USDCOPXGLDGOOGLMSFTNETNKE#us-energy-dominance +4 more
Apr 10 Scan Insider Scan
AAPLAMDAMZNASANAVGOCRMGOOGLMETA +4 more
Apr 10 Deep Dive GOOGL Deep Dive
GOOGL
Apr 10 Scan AI Scan
AIAMDAMZNARMASMLAVGODDOGGOOGL +4 more
Apr 10 Article Daily Actions
ADBEAKAMAMZNASASMLCRMCRSPDDOG +4 more
Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
INTCMRVLTSMCOHRRKLBDRAMAVGOAMZN#optical-supercycle#ai-power-bottleneck#gulf-infrastructure-strike#war-ends-playbook#protein-economy +5 more
Apr 3 Scan Tech Insider Buys Scan
AAPLADBEAKAMAMZNCFLTCRMDDOGDOCN +4 more
Apr 3 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 3 Deep Dive GOOGL Deep Dive
GOOGL
Apr 3 Scan AI Scan
AMDAMZNARMASMLAVGOGOOGLINTCMETA +4 more
Apr 3 Article Daily Actions
ABBVABTADBEAGROASBTCCEGCOP +4 more
Mar 31 Desk Move BUY GOOGL — yolo (2026-03-31, 10.46 shares @ $286.81)
GOOGL
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Article Status Report
ABBVABTADBEAKAMARMBTC-USDCOPCRWD +4 more
Mar 31 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Deep Dive GOOGL Deep Dive
GOOGL
Mar 31 Desk Move BUY GOOGL — claude-trader (2026-03-31, 8.72 shares @ $286.81)
GOOGL
Mar 31 Scan Bargain Bin
AAPLADBEASANAVGOCEGDISDPZEOSE +4 more
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 31 Article Daily Actions
ABTADBEAMDASASMLAVGOBTCCEG +4 more
Mar 26 Desk Move BUY GOOGL — yolo (2026-03-26, 17.8 shares @ $280.96)
GOOGL
Mar 26 Scan Tech Insider Buys
ADBEAMDASANCRMDDOGGOOGLMETAMSFT +4 more
Mar 26 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 26 Scan Insider Universe Scan
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Desk Move BUY GOOGL — claude-trader (2026-03-26, 8.9 shares @ $280.96)
GOOGL
Mar 26 Desk Move BUY GOOGL — claude-momentum (2026-03-26, 14.24 shares @ $280.96)
GOOGL
Mar 26 Desk Move BUY GOOGL — bench-signals (2026-03-26, 3.56 shares @ $280.96)
GOOGL
Mar 26 Scan Bargain Bin
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan AI Sector Scan
ADBEAMDAMZNARMASMLAVGOBECEG +4 more
Mar 26 Article Daily Actions
AAOIABBVADBEAEISAMDARMASMLBIIB +4 more
Mar 24 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 24 Scan Insider Scan
AAPLAMDAMZNARMASMLAVGOGOOGLINTC +4 more
Mar 24 Deep Dive GOOGL Deep Dive
GOOGL
Mar 24 Scan AI Scan
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Mar 20 Article Market Status Report
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Mar 20 Scan Monster Scan
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Mar 20 Update MAG7 (Big Tech)
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Mar 20 Scan Insider Scan
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Mar 20 Scan AI Scan
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Mar 20 Article Daily Actions
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Mar 13 Article Market Status Report
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Mar 13 Scan Monster Scan
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Mar 13 Update MAG7 (Big Tech)
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Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 13 Article Daily Actions
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Mar 12 Scan Tech Insider Buys Scan
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Mar 12 Article Market Status Report
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Mar 12 Scan Monster Scan
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Mar 12 Update MAG7 (Big Tech)
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Mar 12 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOBBAIBE +4 more
Mar 12 Article Daily Actions
ALERTAMZNARMASASANASMLBNTXBTC +4 more
Mar 11 Scan Tech Insider Buys Scan
AAPLABNBADBEAFRMAMDAMZNANETASAN +4 more
Mar 11 Article Market Status Report
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Mar 11 Update MAG7 (Big Tech)
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Mar 11 Scan Insider Activity Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
Mar 11 Scan AI Scan
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Mar 11 Article Daily Actions
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Mar 10 Article Market Status Report (UPDATED w/ Fresh Close Prices)
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Mar 10 Update MAG7 (Big Tech)
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Mar 10 Scan Insider Activity Scan
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Mar 10 Scan Insider Activity Scan
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Mar 10 Scan AI Scan
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Mar 10 Article Daily Actions
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Mar 3 Article Market Status Report
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Mar 3 Update MAG7 (Big Tech)
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Mar 3 Scan Insider Activity Scan
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Mar 3 Scan Insider Activity Scan
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Mar 3 Scan AI Scan
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Mar 3 Article Daily Actions
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Feb 26 Article Market Status Report
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Feb 26 Update Portfolio - Main Snapshot
AAPLADBEALNYAMZNASMLAVGOBECEG +4 more
Feb 26 Update MAG7 (Big Tech)
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Feb 26 Scan Insider Scan
AAPLABNBAFRMAMZNASANAVGOCRSPCRWD +4 more
Feb 26 Scan Bargain Bin Scan
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Feb 26 Scan AI Scan
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Feb 26 Article Daily Actions
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Feb 22 Article Market Status Report
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Feb 22 Update MAG7 (Big Tech)
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Feb 22 Scan Insider Scan
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Feb 22 Scan Bargain Bin Scan
AAPLABBVADBEAMDAMZNANETASMLAVGO +4 more
Feb 22 Scan AI Scan
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Feb 22 Article Daily Actions
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Feb 16 Article Market Status Report
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Feb 16 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 16 Scan Bargain Bin Scan
AAPLABBVADBEAMZNCOSTCRMDPZGOOGL +4 more
Feb 16 Scan AI Scan
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Feb 16 Article Daily Actions
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Feb 11 Update MAG7 (Big Tech)
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Feb 11 Scan AI Sector Scan
AMDAMZNARMAVGOGOOGLMETAMRVLMSFT +1 more
Feb 9 Scan NVDA Ecosystem Scan
AMZNANETARMASMLAVGODLREQIXGOOGL +4 more
Feb 5 Update Portfolio - Main Snapshot
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Feb 5 Scan NVDA Ecosystem (Supply Chain & Adjacent)
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Feb 5 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 5 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Feb 5 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOCEGCRM +4 more
Feb 4 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 4 Scan AI Scan
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Feb 3 Scan NVDA Ecosystem (Supply Chain & Adjacent)
AMATAMDAMKREANETASMLAVGOGOOGLINTC +4 more
Feb 2 Scan AI Universe (Expanded)
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Feb 1 Update Portfolio - Main Snapshot
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Feb 1 Update MAG7 (Big Tech)
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Jan 16 Desk Move BUY GOOGL — pelosi-trades (2026-01-16, 15.1621 shares @ $329.77)
GOOGL
Dec 31 '25 Desk Move BUY GOOGL — druckenmiller-13f (2025-12-31, 6.5715 shares @ $314.93)
GOOGL
Dec 30 '25 Desk Move SELL GOOGL — pelosi-trades (2025-12-30, 15.9424 shares @ $313.63)
GOOGL
Dec 30 '25 Desk Move BUY GOOGL — pelosi-trades (2025-12-30, 15.9424 shares @ $313.63)
GOOGL
Jan 14 '25 Desk Move BUY GOOGL — pelosi-trades (2025-01-14, 25.6279 shares @ $195.1)
GOOGL