$Alphabet - C(GOOG.US) was a bit sluggish last night, 336, -1.76%. Talent attrition has been a bit severe recently.

Alphabet's stock (GOOGL) continues to maintain a strong buy consensus, based on ratings from 33 analysts over the past three months. Among them, 28 believe it's worth buying, and 5 recommend holding. Currently, no analysts suggest selling. The average 12-month target price is $427.38, representing a 24.3% upside potential.

$Berkshire Hathaway B(BRK.B.US) had a good defensive effect last night and might break through 500 soon. The 'Magnificent Seven' have fallen quite a bit recently, and now it's Buffett's turn to hold up the show.$Apple(AAPL.US) Although it was down -6% the day before the product price increase, it feels like the market is slowly accepting the reality of memory price hikes. As long as Apple's products are good, they shouldn't have trouble selling.$Taiwan Semiconductor(TSM.US) TSMC was lowered to 420, but it didn't reach my limit order at 400, so I didn't add to my position. Corning$Corning(GLW.US) added a small observation position. Now both storage and optical communication are covered. Will add more in batches if the price is right.$Roundhill Memory ETF(DRAM.US) Hong Kong's night view is so beautiful. Sharing some beautiful photos from Longbridge community members. The harbor used to seem unattainably high, but now looking at it, there's not much difference from Beijing, Shanghai, or Guangzhou🌹

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Dow Inclusion Fails to Lift Alphabet Stock as an AI Brain Drain Panics Investors

Alphabet stock fell ~15% from May highs, losing $225B in market value despite Dow Jones inclusion. Investors are spooked by an AI brain drain, with key DeepMind experts like John Jumper and Noam Shazeer leaving for rivals Anthropic and OpenAI. While Chinese competitors threaten margins, Alphabet's cloud revenue grew 63% YoY, and analysts maintain a 'Strong Buy' consensus with a $427 target.

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