Alphabet: The Selloff Makes Sense, So Does The Buy

Alphabet reported a disappointing Q3, missing both revenue and EPS estimates, with growth slowing across most segments except Cloud. GOOGL's Cloud segment delivered robust 103% YoY growth and improved margins, but core businesses like Search and YouTube showed deceleration. Despite short-term uncertainty and a fair market de-rating, I maintain a long-term buy rating, citing Alphabet's wide moat and capital allocation track record.