The Compound on $GOOGL (Nov 3, 2026)

, and this is why you can't use alphabet, meta or this Other Macs of the Earnings Season 7 Apple stock is in a slump like no other Didn't see any terrible reaction.

Say. According to Adam Parker's list, 19 stocks fell more than 10% last week , and those are big names. Reddit, ServiceNow, F5, Intel, Twilio, HPQ, Marvell , FICO, Datadog, Coinbase, Google.

I mean, Many. The shares that people own. Robin Hood. This is disastrous.

I want to talk briefly about a stock that He was beaten very badly, and that was it. Alphabet. Alphabet is now down 30% It is in there. This is basically like the sell-off during Covid.

Like, that's too bad. It's very bad and very big. For example, that In one day— This is—this is bad. That's a 500 billion market cap in one day. Lost.

So, in my opinion, here is the reason. Search and YouTube to meet both targets Couldn't. Not very good, okay? So, these are it. Big deal. But the funny thing is, John, the red line , show the chart with red bars.

Google Search from the beginning of the year to 2021 The best 9 months are passing. So, that's great work. Doing. I don't know if it's because of the price increase. No, nothing else.

I click count and all that. I don't know about you, but it's scary.

Everyone knows—everyone knows why. It's not a mystery. Traditional search Compared to AI results or monetization in AI mode The rate is low. So, that's it. Monetization in AI mode is not as good as when you Go to the search box and say, "I'm actually just I want the result.""

I want the link to click. "I don't want to." They can't make that much money. .

But, Google has just released a new version after many, many days. The best 9 months have passed. Okay, but we're talking about the first 9 months. I don't think so. We are looking forward to this quarter and the next.

Worried about the quarter. Quarterly free cash flow is worse Happening. Actually, it's their own decision. This Their own decision. They knowingly It's doing it.

But the big thing is, Alex Kantrowitz probably told someone at OpenAI Interviewed. It's in its substack and you You can also listen to the podcast. And they said that OpenAI is now Google's 20 %Works the same as search.

Yes. If there is no AI, there is AI. supposed to happen Forget it. AI is a threat to Google. I understand that they have their own products, But if there is a weakness in the search business If so, I don't want to keep that stock.

My It doesn't matter if it's from the highest level. It drops below 30%.

Actually, that's the point. People say, "Well, "They still hold sway." Yes. , but The stock market doesn't work like this. They had 95% market share. Netflix still dominates. This It doesn't work like this.

That's right, exactly. 10 years in the search market They had 95% market share. And without what Meta is doing, it's history. The most profitable advertised product was. And so, they continued to dominate for the next 20 years.

You can keep it, but that number is Yes, that number could decrease by 2% and The stock could fall 50%. That's right. That's right. Number one. Number two, runway 19 It has dropped from 15 to 12.

Find us in 2025 In the summer, when we were mourning the loss of Google AI is going to be the first big victim because The search is now moving to LLM. And then it seemed to me that I was a Fool.

I sold Google for 180. I gave it. I did the same thing. It went up to 400. Yes, whatever it is. But the truth is. Was I right in the end? No, stop. What does no mean? No, that's the job of a trader.

This is one. Trader's job. But That's all I'm saying. I was worried about it like everyone else. . Even if it's wrong in the short term, if in the long term Is that correct? I'm not saying that my sales Was it the right thing to do?

No, I didn't sell. Okay, so the stock. It's down, whatever.

For example, you can list the last 10 things you Typed in Clod or ChatGPT Look at it. I don't use Google anymore. I don't mean that. Only you, As a person, the last 10 things Think about it.

Ask yourself, 1 year ago, How many would you put in the Google search box? All of them. Nine? Yes. Anyway, the stock is down with a gap. has fallen, and three days have passed since the earnings report It's done, okay?

Google, wait a minute, Google has been down for three days. Yes, there is no bounce. Why, why YouTube? Failed? Maybe that's why Netflix failed. The reason for this is the same, Netflix is like YouTube.

Competing with, but it's reels, Because of Instagram and TikTok. That's right, that's the reason. It's strange, really strange. They can't. There is too much of everything. They compete with short clips.

They can't, they can't cope. They tried and they actually—someone did it. They're not saying it, but I'm saying it—they're actually failing. Done.

YouTube is certainly incredibly successful. I I'm not talking about the whole business. They are YouTube Red, which is now YouTube It was launched as Premium, which The goal was to provide high-quality content.

Hmm, that didn't work very well, anyhow. No progress. Hmm, they're not, okay, that's the main point.

Google has a gap there... There is a gap in Google's 215. Where do you want to buy the stock? Where are you? Want to buy the stock? Further down. I used to buy a lot of... If only it had reached 213 or 215.

If this In that gap of September 2025 would have reached, which is more than 20 or less than 22%, but I would be very happy to buy a lot there.

What is the significance of 215? That is the gap of September 2025. Are you watching GOOG, are you watching GOOG? Yes. And you returned to Google last September Going? Yes.

Hmm, okay, I'm a short-term bouncer. I like this 270 area for that. This is 278. I mean, whatever. 279, hmm, that was...listen to me. , okay? That was the lowest in March. Stage.

It was terrifying in March. Lower level, and back from that level It was very significant to come. This The stock traded at 270 in March, May Within a month, it had grown to 400.

I want it to stay in room 270 for another day. Give me a quiet day, and then I will give you my I will use 270 as a stop. I need seven points to earn 50 points. I will take the risk.

Okay. Um, I don't think that will happen because Earnings information four sessions ago has been published, and it is a moment Didn't even turn around. However, I'm okay with that.

I don't think so. It is worth turning around. In my opinion, it's not just the numbers. Is it worth turning around? I'm seeing if it survives. I see. It has hit a 52-week low. Is it there or not?

That's all. Okay. Quite. Doji, but doji, you're in 5 seconds. You will know that. It's in 5 seconds. Will happen.

Except for Alphabet's $131 billion, More than any Mag Seven company There is cash.