Alphabet: Why The 10% Post-Earnings Sell-Off Is An Opportunity

Alphabet Inc. suffered a 10%+ post-earnings drop due to missed earnings, revenue, negative free cash flow, and high CapEx guidance. GOOG's GCP revenue surged 103% year-over-year, now comprising 25% of total revenue, highlighting Alphabet's competitive cloud positioning. CapEx is elevated, but Alphabet's move to sell TPU systems externally creates new revenue streams and leverages integrated AI investments.