David Lin on $GOOGL (Nov 3, 2026)
The speaker is long-term bullish on Google—he bought a lot after last week's selloff and expects it to be worth much more in 10 years—but near-term bearish: he says Google is not done falling and could drop 30-40% over the next four or five months from around 277.5.
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Obviously, DCA into AI stocks after Google crashed by $500 billion in market cap.
Last week's uh stock market move that was a real blood bath. Google was down 12%.
I think you saw it with Google last week. I don't think Google's yet done going down.
Intel lost 43%, Google down 19%, Coree down almost 40%, AMD down 17%, Nvidia 10%, TSMC 11%.
Uh I'm just taking a look at what Google's doing right now. Yeah, it seems to be uh st somewhat stabilizing after the uh big drop last week. Uh staying around 277.5 a share.
am I going to panic out of my Google or my Nvidia? No, I'm not. I'm looking to buy more and hedge it because I expected 10 years from now to be worth a lot more than this today.
But between now and the next four or five months, I wouldn't be surprised to see it go down 30 or 40% from here.
Last week when we had the major selloff across Google, AMD and Intel, I bought a lot of stock in Google.
What this channel has said about $GOOGL
David Lin has 5 calls on this stock; only the adjacent ones are shown.