K
Kenji

Google with their multiple revenue streams will rebound when their free cash flow improves. AI investment is just draini…

Google with their multiple revenue streams will rebound when their free cash flow improves. AI investment is just draining too much too quickly. Will take time to monetise their AI investment.

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$Alphabet(GOOGL.US)

Alphabet’s post-earnings pullback pushed my position into a 5% unrealized loss as the market digests capital expenditure increases. I am holding my core shares steady rather than panic selling, keeping disciplined limit orders queued below current levels to average down systematically.

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