谷歌基本面强劲（技术栈完整、云业务同比增长82%、市场份额提升），尽管股价近期下跌，仍可能构成买入机会。

For example, for Gemini, Google was in the headlines look at Google, right ? Google is doing great because what they have, from the chip to the agent side, is the most complete technology available today.

They are thinking of placing TPUs in space. So the matter is quite clear. What people are worried about is, do they have enough money to keep working? I mean, are they generating enough revenue to cover their planned capital expenditures ? And the answer is yes.

I think everyone was worried at the beginning of the year or the first half , right? 102% of revenue expenditure and capital expenditure , this is a very large figure. You are looking at Google's enterprise section,

Are there any concerns about the reports that have come out this week about Google and Gemini and the doubts that have arisen about their effectiveness ?

but if you 're Google, you have your own chips, so it's less important. And I think Google took longer because they wanted to make sure they had better controls and the right safeguards in place.

And that's why they were a little slow in the beginning, but in the long run it's good for customers.

As you heard from Ray, he said that Google is very successful in what they are doing currently. Yes Sam, if you look at their last earnings event , where they had pretty good growth across all their categories , whether it's general advertising or cloud, which grew 82% year over year, which is way above expectations.

It is taking some of the market share of its competitors there. And then you start looking at other methods of advertising. They now have their own chips that they are selling.

So everything seems to be going well, but the stock is down about 15% from its high a few months ago.

So maybe there's an opportunity there, but I've thought of a strategy. So I'm looking at something from neutral to bullish, and I've gone for the October 16th monthly options that expire in 2 weeks.

They will be releasing earnings reports at the end of October, so I would like to avoid that earnings event. This can create some volatility, so I would just sell an out-of-the-money put vertical.

I have considered selling the 340 strike put and buying the 330 strike put.

So a $10 neutral to bullish put vertical. You can collect about $3 worth of credit on it. The credits you collect are your profit, right?

You can earn $300 per spread on this spread and you have a risk of about $700. So the risk is much higher than the profit, but your chances of success are also higher.

That short 340 strike is likely to be out-of-the-money at expiration, which is what you want in this type of strategy. You want it to be above 340. This is about 60%. So, your chances of success are higher.

If you collect $ 3 in credit from this spread , that is your income and it brings your break-even point down to $337. This is about two and a half percent below the current share price.

So, while you have good prospects, you also have a cushion or safety in case of a downside. So, if the stock goes up, you will profit. If the stock is above 340 at this level, or even below 337, you can profit from this type of trade.

So, when you see a stock like Google Alphabet going up , where maybe you're saying to yourself, " Oh, I do n't want to be too aggressive." I don't want to buy any call or buy call vertical.

You can still take a directional position in such a high- value name and be somewhat conservative.

The reward is lower than your risk, but at the same time, the probability of success is higher in this short neutral-to- bullish put vertical. Okay. Google is up nearly 2% this morning,