GOOGL Alphabet Inc.

GOOGL Alphabet Inc.

Communication Services · Internet Content & Information

Desk view

Watchingmedium conviction · entry SMA20 reclaim ~$360 is THE rotation bellwether → confirms quality-dip resumes; $337 current is the accumulation shelf — not entered
Basis Logged decision ·Entry target
Perspectives AI Capex Digestion
Updated

Market read

Scan convergence 2 scans as of 2026-10-16 2 neutral converging

POC $343.51 · VWAP $328.92 · +3.5% vs 12m avg buyer

basing vol: normalchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster VP, Director sold $176.9K, Jul 29–30

Coverage

12 related campaigns

Watchlists @ai-scan@bargain-bin@faang@focus@insider-universe@mag7@spacex-s1-supply-chain@tech@tech-insider-buys

GOOGL Price Structure

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Peers

Every watchlist GOOGL belongs to, members best 30-day change first — GOOGL highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@tech
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MSFT+7.9% -1.9%1d -1.1%7d META+5.3% -3.7%1d -1.3%7d AAPL+3.3% +0.4%1d +2.0%7d CNXN+2.5% -1.6%1d -3.8%7d AMZN+1.6% -1.9%1d -4.7%7d XLK-0.3% -3.0%1d -7.7%7d GOOGL-0.7% -2.5%1d -3.1%7d
@spacex-s1-supply-chain
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KMI+11.3% +4.2%1d +5.3%7d AR+8.3% +6.1%1d +7.7%7d RMBS+7.2% -6.0%1d -18.8%7d ALAB+6.2% -5.3%1d -16.5%7d GSAT+0.6% -0.7%1d -1.7%7d NVDA+0.1% -1.4%1d -6.6%7d GEV-0.4% -0.6%1d -8.3%7d GOOGL-0.7% -2.5%1d -3.1%7d HXL-0.9% +0.4%1d +6.2%7d TSLA-0.9% -2.1%1d -7.3%7d DTM-1.1% +4.1%1d -0.3%7d TSM-1.2% -2.3%1d -9.0%7d ETN-1.6% -2.8%1d -8.9%7d ATI-2.1% -2.0%1d -3.3%7d CIEN-2.3% -6.7%1d -26.0%7d SEI-2.9% -3.7%1d -17.9%7d HWM-3.0% +0.6%1d -1.9%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d ARKX-5.4% -2.1%1d -7.2%7d SPXC-7.1% -0.8%1d -2.0%7d IRDM-7.5% -2.7%1d -7.8%7d CRS-8.4% -0.9%1d -2.3%7d ECHO-8.7% -1.7%1d -10.0%7d LITE-10.4% -5.2%1d -25.3%7d VRT-13.8% -3.9%1d -15.0%7d PL-15.4% -6.7%1d -21.1%7d VSAT-17.1% -4.3%1d -18.3%7d FLY-17.4% -6.1%1d -16.3%7d BE-18.0% -6.3%1d -21.1%7d BKSY-19.5% -6.1%1d -17.2%7d COHR-19.7% -7.1%1d -25.5%7d RKLB-20.2% -8.0%1d -25.5%7d RDW-22.2% -5.8%1d -12.4%7d LUNR-22.3% -6.8%1d -18.3%7d ASTS-31.4% -8.6%1d -20.2%7d
@faang
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META+5.3% -3.7%1d -1.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMZN+1.6% -1.9%1d -4.7%7d GOOGL-0.7% -2.5%1d -3.1%7d NFLXE-7.7% -2.9%1d +0.3%7d
@mag7
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MSFT+7.9% -1.9%1d -1.1%7d META+5.3% -3.7%1d -1.3%7d AAPL+3.3% +0.4%1d +2.0%7d MAGS+2.5% -2.0%1d -3.4%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d TSLA-0.9% -2.1%1d -7.3%7d
@focus
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SHOP+30.4% -4.8%1d -0.8%7d ILMN+14.7% -2.0%1d -5.6%7d MSFT+7.9% -1.9%1d -1.1%7d AAPL+3.3% +0.4%1d +2.0%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d TSLA-0.9% -2.1%1d -7.3%7d MU-5.2% -5.6%1d -14.6%7d ARM-6.6% -6.9%1d -14.4%7d NFLXE-7.7% -2.9%1d +0.3%7d HQ-7.9% -10.4%1d -23.4%7d NTR-8.3% +2.4%1d +5.6%7d NET-8.7% -6.3%1d -17.9%7d SNDK-14.5% -6.8%1d -17.9%7d IONQ-15.1% -8.9%1d -21.6%7d PL-15.4% -6.7%1d -21.1%7d OUST-16.4% -9.3%1d -28.8%7d ARGX-16.8% -3.2%1d -0.7%7d LAES-18.3% -7.3%1d -15.2%7d RGTI-20.2% -6.6%1d -15.9%7d QUBT-20.5% -7.0%1d -14.5%7d ARQQ-26.3% -11.8%1d -18.6%7d QBTS-27.6% -8.1%1d -19.1%7d INFQ-33.4% -9.8%1d -22.6%7d XNDU-59.5% -9.0%1d -22.1%7d
@tech-insider-buys
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VEEV+17.2% -0.8%1d +4.8%7d TEAM+9.2% -4.3%1d +0.5%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CRDO+5.1% -4.9%1d -21.6%7d CEG+4.6% -1.3%1d -9.0%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d INTU+2.2% -1.5%1d +7.4%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d OKTA-0.5% -10.2%1d -19.3%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d ADBE-2.1% -2.6%1d +1.2%7d HUBS-2.3% -3.3%1d +1.2%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d MDB-10.3% -7.9%1d -12.5%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d
@bargain-bin
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ISRGE+11.6% -0.3%1d +0.7%7d COST+10.7% +1.1%1d +4.5%7d WMT+10.5% +0.8%1d +6.7%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d CME+7.9% +1.5%1d +4.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d SPGI+5.6% +1.1%1d +5.3%7d META+5.3% -3.7%1d -1.3%7d SAP+5.2% -0.3%1d +4.4%7d CEG+4.6% -1.3%1d -9.0%7d NKE+3.8% 0.0%1d +7.0%7d DIS+3.4% -0.1%1d +2.4%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d DPZ+2.4% +1.8%1d -0.2%7d HD+2.4% +0.5%1d +6.5%7d INTU+2.2% -1.5%1d +7.4%7d HON+1.8% +0.4%1d +1.8%7d LOW+1.7% +0.8%1d +6.1%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d LULU+1.2% -2.0%1d +2.8%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d KLAC-1.0% -5.0%1d -15.3%7d LRCX-2.0% -4.9%1d -17.2%7d ADBE-2.1% -2.6%1d +1.2%7d PEP-2.1% +2.4%1d +4.4%7d MCD-2.3% +0.2%1d +3.3%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d DE-4.1% -1.4%1d +3.4%7d BKNG-4.6% -1.4%1d +1.9%7d CAT-6.6% -0.7%1d -8.7%7d QCOM-6.9% -3.5%1d -1.9%7d NFLXE-7.7% -2.9%1d +0.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d TTD-15.6% -6.8%1d +1.2%7d
@insider-universe
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MRNA+49.7% -7.8%1d -3.1%7d SHOP+30.4% -4.8%1d -0.8%7d PINS+17.5% -3.5%1d +2.4%7d ISRGE+11.6% -0.3%1d +0.7%7d LLY+10.5% +0.4%1d +6.6%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d META+5.3% -3.7%1d -1.3%7d UI+5.3% -2.8%1d -8.6%7d COIN+5.3% -5.8%1d -3.5%7d CEG+4.6% -1.3%1d -9.0%7d RBLX+4.5% -3.1%1d +3.0%7d ABNB+3.7% -0.3%1d +4.7%7d AFRM+3.4% -2.5%1d -8.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d ZM+2.5% -4.4%1d -3.6%7d TWLO+2.3% -10.6%1d -15.6%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d NOW+1.5% -4.4%1d +0.8%7d HIMS+0.3% -4.5%1d -9.2%7d NVDA+0.1% -1.4%1d -6.6%7d NTLA-0.6% +0.7%1d -12.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d VRTX-2.6% -1.8%1d -2.0%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d U-4.1% -6.8%1d -13.8%7d FSLY-4.5% -10.4%1d -23.3%7d IBKR-4.7% -3.9%1d -5.9%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NFLXE-7.7% -2.9%1d +0.3%7d BNTX-8.5% -2.8%1d -9.5%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FSLR-9.7% -3.5%1d -2.9%7d MDB-10.3% -7.9%1d -12.5%7d INTC-11.1% -5.8%1d -14.2%7d SOFI-13.6% -3.6%1d -7.9%7d ENPH-13.9% -0.7%1d -6.7%7d AKAM-16.0% -4.9%1d -17.9%7d BE-18.0% -6.3%1d -21.1%7d DOCN-20.3% -9.8%1d -26.8%7d EOSE-53.8% -15.7%1d -27.8%7d
@ai-scan
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VEEV+17.2% -0.8%1d +4.8%7d ISRGE+11.6% -0.3%1d +0.7%7d VST+8.3% -1.4%1d -5.9%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d TAC+7.5% +1.5%1d -2.1%7d AI+7.2% -6.9%1d -1.8%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CEG+4.6% -1.3%1d -9.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d GOOGL-0.7% -2.5%1d -3.1%7d NEE-0.7% +1.1%1d +3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d AIQ-1.6% -3.2%1d -6.9%7d ADBE-2.1% -2.6%1d +1.2%7d DLR-2.8% +0.9%1d -1.6%7d ROBO-2.9% -2.6%1d -7.3%7d EQIX-3.0% -1.0%1d -3.9%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d BOTZ-4.9% -2.1%1d -6.9%7d MU-5.2% -5.6%1d -14.6%7d PATH-5.7% -6.3%1d -4.7%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d TEM-7.5% -9.0%1d -8.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d T-9.4% -0.3%1d +5.7%7d SEDG-9.6% -0.2%1d -2.6%7d SKM-9.6% -2.6%1d -6.7%7d BCE-9.6% +0.7%1d +8.3%7d FSLR-9.7% -3.5%1d -2.9%7d TMUS-9.7% +1.3%1d +7.1%7d VZ-10.0% +0.9%1d +7.5%7d MDB-10.3% -7.9%1d -12.5%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d RUN-11.7% -4.5%1d -4.5%7d ENPH-13.9% -0.7%1d -6.7%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d RGTI-20.2% -6.6%1d -15.9%7d WDC-20.4% -6.9%1d -16.4%7d SOUN-20.4% -3.5%1d -12.4%7d BBAI-20.9% -7.3%1d -9.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d SKHY-21.9% -6.6%1d -19.3%7d QBTS-27.6% -8.1%1d -19.1%7d SMR-29.8% -5.2%1d -19.0%7d EOSE-53.8% -15.7%1d -27.8%7d

Decision history

7 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 7 sell n/a Profit target -0.4% complete
May 23 sell n/a Profit target -9.5% complete
May 2 sell n/a Profit target -7.4% complete
Apr 27 sell n/a Profit target +6.1% complete
Apr 27 sell n/a Profit target +6.1% complete
Apr 27 sell n/a Profit target +6.1% complete
Mar 31 sell n/a Unclassified +23.3% complete

Desk commentary

Authored analysis and challenge notes tied to GOOGL.

1

Next earnings GOOGL reports in 11 days Oct 28

Last report Jul 23

Reported the quarter ending 2026-06-30: revenue $119.80B, diluted EPS $9.11, net income $112.19B (SEC filing, revenue corroborated by the desk's provider cache). Across the print the stock moved -6.5% (close before → first close after).

full note →

Against street estimates

How GOOGL's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 22 · projection Oct 16

Result
Jul 22 2.909.11+214.2%Beat
Apr 29 2.675.11+91.6%Beat
Feb 4 2.642.82+7.0%Beat
Oct 29 '25 2.262.87+26.9%Beat
Jul 23 '25 2.192.31+5.7%Beat
Apr 24 '25 2.012.81+40.1%Beat
Feb 4 '25 2.132.15+1.2%In line
Oct 29 '24 1.852.12+14.8%Beat

Recent news

Headlines about GOOGL from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 1 day ago · Oct 16

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

GOOGL research tape

323 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

tweet Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung... tweet SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs Quotes @SemiAnalysis_ scan Tech Insider-Buys Scan — 2026-10-16 scan Insider Activity Scan — 2026-10-16 scan Bargain-Bin Scan — 2026-10-16
Types
Oct 16 tweet Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031
GOOGLMUSKHY#memory-supercycle
Oct 16 tweet SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
NVDAAMDGOOGL#ai-capex-digestion Quotes @SemiAnalysis_ ↗
Oct 16 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 16 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 pick MarketWatch — Google's new Constellation nuclear deal equals the output of a new reactor
CEGGOOGL#ai-power-bottleneck#nuclear-fuel-cycle
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 tweet SemiAnalysis — Google's GPU cloud climbs to Gold in ClusterMAX, but CoreWeave and Nebius are still the Platinum names it holds up as the bar
CRWVNBISGOOGL#ai-capex-digestion
Oct 2 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 2 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Expert Canary3 compute canary 3 Q2 2026 hyperscaler capex funding mix — expert-note
MSFTGOOGLAMZNMETAORCL#ai-capex-digestion
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 28 Deep Dive Alphabet's AI Spend and Cash Generation Face a New Quarter
GOOGL
Sep 26 Source Druckenmiller Duquesne Q2 13F new positions
AMDGOOGLLLYPURRIRENNVTSPANW
Sep 25 Article Google's Project Suncatcher: first in-orbit TPU test — article
GOOGLPLSPCXE
Sep 25 Article Rocket Stocks Bounced Under Their 200-Day Lines; Google's Space TPUs Are a Four-Chip Test
RKLBVSATSPCXEPLFLYIRDMGSATASTS +4 more
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Update META — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 23 Update META — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 23 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 18 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPL
Sep 9 Market Signal High Beta Giveback Targets Retired VIX to Normal
GOOGLMLMCEGSNDKITALMTGEV
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 5 Article The Names With the Best Structure Have the Worst Entries
LRCXAMATGLWWDCMRVLCOHRVRTGOOGL +4 more
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Tech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPL
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 4 Scan Bargain Bin Scan — Second Straight Zero Strict Hit Cycle As LULU Cracks Toward The Line On A Real Earnings Adjacent Drop, AVGO's 200 Day Test Resolves Down While QCOM's Resolves Up, MCD And HON Both Slide Toward Oversold, COST's One Year Return Flips Negative
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 27 Article Congress Trade Tracker — Who Actually Beats the Index
NVDAGOOGLAMZNAAPLAVGOINTCVSTBE +4 more
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 22 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 19 tweet zephyr_z9 — Marvell hands Google a warrant for ~6.7% of the company, vesting on custom-chip revenue
MRVLGOOGL
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 17 tweet APP channel check: a former AppLovin employee on the ad-model moat
APPMETAGOOGL
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Update MSFT — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Update NVDA — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 4 tweet KawzInvests — hyperscalers' $270bn debt raise is backed by $7 of signed backlog per $1 borrowed
MSFTORCLGOOGLAMZN#ai-capex-digestion
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 26 reddit u/aperartnft — Alphabet's 82% cloud growth got sold anyway; capex guidance is why
GOOGLTSLA#ai-capex-digestion
Jul 25 Desk Move GOOGL — claude-momentum buy
GOOGL
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 23 Desk Move GOOGL — gottheimer-trades buy
GOOGL
Jul 23 Catalyst GOOGL earnings
GOOGL
Jul 22 pick Alphabet Q2: $44.9B quarterly capex, $180-190B FY guide, 2027 'significantly increases'
GOOGLNVDACEGGEV#ai-power-bottleneck#ai-capex-digestion
Jul 22 Desk Move GOOGL — gottheimer-trades buy
GOOGL
Jul 22 Catalyst GOOGL earnings
GOOGL
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Article Week in Review — The Rotation Gets a Name
SPYQQQDIAIWMRSPMUSNDKAMAT#ai-capex-digestion#memory-supercycle#ai-power-bottleneck +4 more
Jun 26 Article Rotation Playbook — What to Buy, the MSFT-vs-GOOGL Tell, and the Midterm Question
GOOGLMSFTAAPLAMZNAVGOCRWDMUNOW +4 more
Jun 26 Article The Rotation Map — What Held, What Got Whacked, and the RSI-20 Trap
SNDKMUALABAMATUNHABBVILMNCAT +4 more
Jun 26 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 26 Update AAPL — candidate.roundup
AAPLMSFTGOOGLAMZNNVDAMETATSLA
Jun 26 Target GOOGL — Entry-Zone Target (2026-06-26 EOW anchor)
GOOGL
Jun 25 Article Monday Light Issue — June 25: The Entries Didn't Move (That's the Signal)
GOOGLCRWDMUAIPCORTDNLISPCXEMSFT
Jun 25 Article Where the Entries Are
GOOGLAMZNAAPLNVDAAVGOCRWDASMLALAB +4 more
Jun 25 Article Status
SPYQQQIWMMUGOOGLUSOUUP
Jun 25 Target GOOGL — Entry-Zone Target (2026-06-25 full-scan anchor)
GOOGL
Jun 25 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 25 Update AAPL — candidate.roundup
AAPLMSFTGOOGLAMZNNVDAMETATSLA
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Article Status — R33 Full-Scan Wrap-Up (2026-06-18 anchor)
SPYQQQSMHBEGEVMUAMATNVDA +4 more
Jun 22 Article Daily Actions — R33 Full Scan (2026-06-18 anchor)
AMATKLACLRCXMUWDCSTXGEVBE +4 more
Jun 22 Update NVDA — candidate.roundup
AAPLNVDAAMZNMSFTGOOGLMETATSLA
Jun 22 Article Week in Review — The Rotation Down-Stack
BEGEVMUAMATMRVLKLACLRCXVST#ai-power-bottleneck#spacex-ipo-liquidity-event#memory-supercycle +4 more
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXENBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Update Mag7 Candidates
AAPLTSLAAMZNGOOGLNVDAMSFTMETA
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 4 Investigation SpaceX S-1 picks-and-shovels / supply-chain investable map
SPCXEECHONVDATSMSEIGEVTSLAGOOGL#ai-power-bottleneck#optical-supercycle#memory-supercycle#spacex-ipo-liquidity-event +4 more
Jun 3 Investigation SpaceX net-flow model — forced passive index demand vs staggered lockup supply (parametric)
SPCXENVDAMSFTGOOGLAMZNSPYQQQIWM#spacex-ipo-liquidity-event
Jun 2 Investigation xAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook
SPCXENVDAMSFTGOOGLAMZNINTCTSLANBIS#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +2 more
Jun 2 Investigation Large IPO winners — the positive base rate: which big IPOs did NOT drop for a decade, and what they shared
SPCXENVDAAMZNGOOGLMSFTNFLXE#spacex-ipo-liquidity-event
Jun 2 Reference Generalized IPO-Quality Scorecard Playbook
NVDAGOOGLMA#spacex-ipo-liquidity-event
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXENVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 2 Reference AI-Lab S-1 → Thesis Crosswalk Playbook
NVDAMSFTGOOGLAMZNNBISCRWVCORZIREN#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +1 more
Jun 1 Source I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… T
GOOGLBRK-ALITEAVGOTSMMU
Jun 1 Article Economist Giga-IPOs — can the stockmarket swallow Anthropic, SpaceX and OpenAI — article
SPCXENVDAMSFTGOOGLAMZNMETASPYQQQ +1 more
Jun 1 Statement Anthropic confidential draft S-1 SEC June 2026 — company-statement
MSFTGOOGLAMZN
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Update Mag7 Candidates
AAPLTSLAAMZNGOOGLNVDAMSFTMETA
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 27 Investigation Anthropic-SpaceX $15B/yr Cloud Services Contract
SPCXEGOOGLAMZNMSFTORCLNVDAAVGONBIS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery +4 more
May 18 Article AlgorithmicFIRE Dunn mega-IPO forced-selling model — article
SPCXENVDAMSFTGOOGLAMZNMETA
May 2 Desk Move SELL GOOGL — claude-trader (2026-05-02, 17.62 shares @ $385.69)
GOOGL
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 30 Source Here's a summary of last night's Big Four earnings reports: $GOOGL Cloud grew 63
GOOGLMSFTAMZN
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 27 Desk Move SELL GOOGL — yolo (2026-04-27, 28.26 shares @ $344.4)
GOOGL
Apr 27 Reference YOLO Playbook
ABBVAMDARKKARMASASANAVGOBE +4 more
Apr 27 Reference Pelosi Household Playbook
AAPLAMZNAVGOCRMGOOGLMSFTNVDAPANW +1 more
Apr 27 Reference Claude-Trader Playbook
ABBVABTADBEASANAVGOCEGCLXCOP +4 more
Apr 27 Desk Move SELL GOOGL — claude-momentum (2026-04-27, 14.24 shares @ $344.4)
GOOGL
Apr 27 Reference Claude-Momentum Playbook
ABBVAMZNARMASANAVGOCRMCRSPCRWD +4 more
Apr 27 Desk Move SELL GOOGL — bench-signals (2026-04-27, 3.56 shares @ $344.4)
GOOGL
Apr 27 Reference Bench-Signals Playbook
ABBVABTADBEAFRMAMDAMKRAMZNARM +4 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Article Status Report
ABBVAMZNARMBTC-USDCRSPCRWDEEMGDX +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 25 Reddit Google literally makes its own CPUs (Axion), not just TPUs. Why is $GOOGL not mooning like Intel/AMD on “CPU for AI” trend?
GOOGL
Apr 13 Scan Insider Scan
AAPLADBEAKAMAMDARMASANASMLAVGO +4 more
Apr 13 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +4 more
Apr 10 Article Status Report
AMZNBTC-USDDIAGOOGLINTUIWMNETNKE +4 more
Apr 10 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 10 Archive The War Perspective
AMZNBTC-USDCOPXGLDGOOGLMSFTNETNKE#us-energy-dominance +4 more
Apr 10 Scan Insider Scan
AAPLAMDAMZNASANAVGOCRMGOOGLMETA +4 more
Apr 10 Deep Dive GOOGL Deep Dive
GOOGL
Apr 10 Scan AI Scan
AIAMDAMZNARMASMLAVGODDOGGOOGL +4 more
Apr 10 Article Daily Actions
ADBEAKAMAMZNASASMLCRMCRSPDDOG +4 more
Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
INTCMRVLTSMCOHRRKLBDRAMAVGOAMZN#optical-supercycle#ai-power-bottleneck#gulf-infrastructure-strike#war-ends-playbook#protein-economy +5 more
Apr 3 Scan Tech Insider Buys Scan
AAPLADBEAKAMAMZNCFLTCRMDDOGDOCN +4 more
Apr 3 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 3 Deep Dive GOOGL Deep Dive
GOOGL
Apr 3 Scan AI Scan
AMDAMZNARMASMLAVGOGOOGLINTCMETA +4 more
Apr 3 Article Daily Actions
ABBVABTADBEAGROASBTCCEGCOP +4 more
Mar 31 Desk Move BUY GOOGL — yolo (2026-03-31, 10.46 shares @ $286.81)
GOOGL
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Article Status Report
ABBVABTADBEAKAMARMBTC-USDCOPCRWD +4 more
Mar 31 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Deep Dive GOOGL Deep Dive
GOOGL
Mar 31 Desk Move BUY GOOGL — claude-trader (2026-03-31, 8.72 shares @ $286.81)
GOOGL
Mar 31 Scan Bargain Bin
AAPLADBEASANAVGOCEGDISDPZEOSE +4 more
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 31 Article Daily Actions
ABTADBEAMDASASMLAVGOBTCCEG +4 more
Mar 26 Desk Move BUY GOOGL — yolo (2026-03-26, 17.8 shares @ $280.96)
GOOGL
Mar 26 Scan Tech Insider Buys
ADBEAMDASANCRMDDOGGOOGLMETAMSFT +4 more
Mar 26 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 26 Scan Insider Universe Scan
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Desk Move BUY GOOGL — claude-trader (2026-03-26, 8.9 shares @ $280.96)
GOOGL
Mar 26 Desk Move BUY GOOGL — claude-momentum (2026-03-26, 14.24 shares @ $280.96)
GOOGL
Mar 26 Desk Move BUY GOOGL — bench-signals (2026-03-26, 3.56 shares @ $280.96)
GOOGL
Mar 26 Scan Bargain Bin
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan AI Sector Scan
ADBEAMDAMZNARMASMLAVGOBECEG +4 more
Mar 26 Article Daily Actions
AAOIABBVADBEAEISAMDARMASMLBIIB +4 more
Mar 24 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 24 Scan Insider Scan
AAPLAMDAMZNARMASMLAVGOGOOGLINTC +4 more
Mar 24 Deep Dive GOOGL Deep Dive
GOOGL
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 20 Article Market Status Report
ABBVADBEAMKRAMZNARKKASAVGOCEG +4 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 20 Scan Insider Scan
ABBVADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 20 Scan AI Scan
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Mar 20 Article Daily Actions
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Mar 13 Article Market Status Report
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Mar 13 Scan Monster Scan
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Mar 13 Update MAG7 (Big Tech)
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Mar 13 Scan AI Scan
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Mar 13 Article Daily Actions
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Mar 12 Scan Tech Insider Buys Scan
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Mar 12 Article Market Status Report
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Mar 12 Scan Monster Scan
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Mar 12 Update MAG7 (Big Tech)
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Mar 12 Scan AI Scan
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Mar 12 Article Daily Actions
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Mar 11 Scan Tech Insider Buys Scan
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Mar 11 Article Market Status Report
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Mar 11 Update MAG7 (Big Tech)
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Mar 11 Scan Insider Activity Scan
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Mar 11 Scan AI Scan
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Mar 11 Article Daily Actions
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Mar 10 Article Market Status Report (UPDATED w/ Fresh Close Prices)
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Mar 10 Update MAG7 (Big Tech)
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Mar 10 Scan Insider Activity Scan
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Mar 10 Scan Insider Activity Scan
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Mar 10 Scan AI Scan
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Mar 10 Article Daily Actions
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Mar 3 Article Market Status Report
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Mar 3 Update MAG7 (Big Tech)
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Mar 3 Scan Insider Activity Scan
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Mar 3 Scan Insider Activity Scan
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Mar 3 Scan AI Scan
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Mar 3 Article Daily Actions
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Feb 26 Article Market Status Report
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Feb 26 Update Portfolio - Main Snapshot
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Feb 26 Update MAG7 (Big Tech)
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Feb 26 Scan Insider Scan
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Feb 26 Scan Bargain Bin Scan
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Feb 26 Scan AI Scan
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Feb 26 Article Daily Actions
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Feb 22 Article Market Status Report
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Feb 22 Update MAG7 (Big Tech)
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Feb 22 Scan Insider Scan
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Feb 22 Scan Bargain Bin Scan
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Feb 22 Scan AI Scan
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Feb 22 Article Daily Actions
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Feb 16 Article Market Status Report
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Feb 16 Update MAG7 (Big Tech)
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Feb 16 Scan Bargain Bin Scan
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Feb 16 Scan AI Scan
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Feb 16 Article Daily Actions
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Feb 11 Update MAG7 (Big Tech)
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Feb 11 Scan AI Sector Scan
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Feb 9 Scan NVDA Ecosystem Scan
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Feb 5 Update Portfolio - Main Snapshot
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Feb 5 Scan NVDA Ecosystem (Supply Chain & Adjacent)
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Feb 5 Update MAG7 (Big Tech)
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Feb 5 Scan Insider Activity Scan
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Feb 5 Scan AI Scan
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Feb 4 Update MAG7 (Big Tech)
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Feb 4 Scan AI Scan
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Feb 3 Scan NVDA Ecosystem (Supply Chain & Adjacent)
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Feb 2 Scan AI Universe (Expanded)
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Feb 1 Update Portfolio - Main Snapshot
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Feb 1 Update MAG7 (Big Tech)
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Jan 16 Desk Move BUY GOOGL — pelosi-trades (2026-01-16, 15.1621 shares @ $329.77)
GOOGL
Dec 31 '25 Desk Move BUY GOOGL — druckenmiller-13f (2025-12-31, 6.5715 shares @ $314.93)
GOOGL
Dec 30 '25 Desk Move SELL GOOGL — pelosi-trades (2025-12-30, 15.9424 shares @ $313.63)
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Dec 30 '25 Desk Move BUY GOOGL — pelosi-trades (2025-12-30, 15.9424 shares @ $313.63)
GOOGL
Jan 14 '25 Desk Move BUY GOOGL — pelosi-trades (2025-01-14, 25.6279 shares @ $195.1)
GOOGL