The Modern Market Show(@modernmarket_):Alphabet is nearly 20% off its highs because Wall Street fears the $200B AI bill. @Legendaryy is buying the fear: “Either everyone’s going to be so fundamentally wrong and the whole market is going to collapse, or that little red line here of $5 billion net negative cash flow is not going to matter at all. That is also the reason why I’m just going to add more Alphabet here, because I don’t think that these companies are wrong with it. I just don’t see the issue with deciding after 20 years of hoarding your money that this is now a good occasion to spend that on, and that they are about to spend $200 billion this year.”

2026.07.27 22:55

Alphabet is nearly 20% off its highs because Wall Street fears the $200B AI bill. @Legendaryy is buying the fear: “Either everyone’s going to be so fundamentally wrong and the whole market is going to collapse, or that little red line here of $5 billion net negative cash flow is not going to matter at all. That is also the reason why I’m just going to add more Alphabet here, because I don’t think that these companies are wrong with it. I just don’t see the issue with deciding after 20 years of hoarding your money that this is now a good occasion to spend that on, and that they are about to spend $200 billion this year.”