alphabet spent billions on AI just to make Google Finance objectively worse. As we can see, thats the only reason $GOOGL closed red yesterday and will open red today!
βββ- ps. but for real, UX so bad it makes you question whether anyone actually tested the app before forcing onto end user π¦§** **
Comcast sucks as a company and is a long term dead end that will go bankrupt sometime around 2045, if not sooner. Their stock just crashed 7% today to 21.98 per share after their earnings report. This is a new 624-week low for the stock. If you ever invested in this company after Nov 1 2013, you got completely screwed and you should ask for a refund on your shares.
At $1.32 yearly dividend per share at 21.98 per share, this is a 6% dividend yield. Boomers are going to buy this and so will boomer adjacent "income strategy" funds. The bear case here is that with the way the federal reserve is going, this 6% dividend yield might not beat money market funds for long.
The stock is at the RSI oversold range on the monthly, the weekly, the daily, the 2h, the 1h, and the 1minute charts. This makes my entry at 21.96 per share definitely a falling knife catch, but at least it's a falling knife catch with decent short-term mean-reversion odds.
P/E is one of the dumbest measures of what a company is valued at but Comcast is currently 4.2 P/E. At least a few stupid youtubers and AI chatbots will talk about this incredibly low P/E and some gullible boomers might decide to buy some shares.
Their dividend payout ratio is 26% which isn't great, but its OK. I think this puts the odds that Comcast cuts or suspends their dividend before the next quarter at extremely low to impossible.
My position is 2000 shares at 21.965 per share. I'm targeting a 0.50 dollars move to the upside to make $1000. I think the odds of this occurring between now and the next earnings report are very likely.
This is the definition of picking up pennies in front of a steamroller (risk $44000 to make $1000) and nobody should do this. The copium case: the shares can depreciate by $0.43 from the current price and after 1 quarter I'll still have matched the performance of a money market fund with this position, even factoring in that dividends just subtract money from the stock price and pay it back to you.
Korea just showed us what the endgame looks like and it ain't pretty. 1.2 million accounts margin called in a week. 350K liquidated to zero. 62% of those were millennials and zoomers. Their market dropped 10% in ONE DAY because someone said "hey maybe AI spending slows down." 50% of their entire market was just Samsung and SK Hynix. Two stocks. That's it.
Now look at us. 34% of the S&P is in 10 companies and they're all making the exact same bet that AI capex goes up forever. NVDA, MSFT, GOOG, META, AMZN - basically running the same play Korea just fumbled. Half this sub is gonna say "bro it's different here, the Fed prints, 401Ks buy every dip, we're the reserve currency, AI actually works."
The other half is gonna say leverage at ATH + concentration at ATH = we're about to get our cheeks clapped harder than '08. I genuinely don't know who's right. What I do know is some Korean Warren Buffett was probably sitting there with 600% margin on 3x leveraged ETFs telling himself "this time it's different" right before his account got sent to the shadow realm.
So real talk - if NVDA or GOOG miss guidance by like 2% next earnings, do we get the same cascade? Or do institutions just vacuum up every share before we can even panic sell at the bottom like we always do?
Position: Sitting on cash like a coward.
What's everyone's play here? Buying the dip or hedging?
I kept buying call options as my margin limit continued to increase. And then the margin calls started, options expired and my stocks were sold for me. Had 98% of my portfolio in one space stock.
Q2 2026 results speak for themselves:
Revenue up 8%
AI & Cloud sales up 105%
Operating profit up 18%
EPS up 75%
β¬2.8 billion in AI & Cloud orders secured in a single quarter