3X Long Labubu @labubu_trader 6h Actually, Google is turning non-monetizable queries into monetizable ones by leverag...

Alphabet Inc.

Negative feedback loop risk: lower-quality clicks → weaker ROAS → budget cuts/shift to other channels → pressure on search ads growth.

Post comments on choppy market conditions, recommends low activity/tight stops, and notes the author took partial profits after INTC and MXL earnings while keeping half of the position.

Post discusses Google/Alphabet search ads: AI search may convert previously non-monetizable queries into monetizable ones (bullish near-term), but an advertiser claims revenue growth may be driven by broader keyword matching/higher CPC and forced budget burn with lower-quality traffic, risking advertiser trust longer-term (bearish medium-term). Only explicit tradable ticker is GOOG.

Speaker argues CSPs (cloud service providers) will not slow AI capex; market is underestimating their determination to keep spending to avoid losing the AI race. Frames capex as near-term stock-price pressure but strategically necessary long-term. Calls semis “too crowded” with “too much dumb money,” implying crowding risk in semiconductor equities. Only explicit tradable ticker referenced: $GOOG.

Post is a pinned anti-scam warning about WhatsApp/WA link spam bots and impersonation on X. No market, product, earnings, macro, valuation, or positioning content; no investable implication stated beyond a generic desire for X to address impersonation.

Post argues Google’s TPU is the only credible competitor to NVIDIA in AI accelerators, referencing historical TPU capability (TPUv2 talk) and claiming Google has now begun selling TPUs to external customers—implying a commercialization catalyst and increased competition vs NVIDIA. Mentions a relative gap between Amazon Trainium 3 and Google TPUv7.

Post lays out a dip-buying rule-of-thumb: after an earnings-driven plunge, wait at least the 3rd day to buy; after a news-driven plunge, wait at least the 2nd day. Core is confirming price stabilization (“止跌”) and that the market has formed a new consensus. Author notes they bought $PLTR in after-hours yesterday and says that was not correct; should instead wait for next-day intraday stabilization confirmation before buying.

Social anecdote (Chinese) about a call with an OpenAI employee complaining the company is a “trash company,” overworked, and “getting crushed by DeepSeek,” but staying to vest stock. No explicit cashtags or public tickers. Mostly sentiment/morale/competition talk; limited tradable implications without additional, verifiable signals.

Post (Chinese) says the author spent a day researching and listed 14 “cloud & AI software” stocks they think may have investment value over the next year (ranked), but the tickers/names are not shown in the provided text. The author’s macro/sector view: a “cloud resurgence cycle” may be starting now; one explicit reason given is that a Trump government tax cut would leave enterprises with more room to spend on IT. Content is incomplete/truncated (“Show more”), limiting ticker-level actionability.