Coin Post

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[Coin Post @CoinPostMedia]

SPACEX TO $1T. TESLA MERGER NEXT? 🚀

Musk just pulled the 2028 revenue target forward. Retail is going wild, and one analyst sees 95% odds of a Tesla merger within 2 years.

But the numbers deserve a closer look 👇

[Coin Post @CoinPostMedia]

MORGAN STANLEY SAYS GET READY TO BUY 📈

The months-long pullback in parts of the market is nearing its end and November could offer a window to add risk.

The setup:
- S&P 500 is just 2% below its ATH
- Q3 earnings growth is expected at 24.6% YoY
- Financials, industrials and consumer stocks have taken the hit
- Some beaten-down sectors are showing improving earnings momentum

The catch? Bond yields and AI funding risks haven’t disappeared. MS says be ready to buy into either a quick rebound or a slower slide into November.

Would you buy this dip, or wait for a clearer signal?

[Coin Post @CoinPostMedia]

@slava_invests Prime spot to buy $GOOGL on the tech dip. Top AI pick for 2027

https://t.co/pfHQMHHN5C

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

@Mark_RoussinCPA Accumulating $GOOGL on this pullback. Favorite AI play for 2027

https://t.co/pfHQMHHN5C

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

@NotA_Bull New leg down - ideal $GOOGL entry on tech weakness. Best AI setup for 2027

https://t.co/pfHQMHHN5C

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

@Mapago9 Loading up on $GOOGL while the tech sector corrects. Still my top long-term AI play for 2027

https://t.co/pfHQMHHN5C

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

@KobeissiLetter Honestly the cleanest entry point for $GOOGL on this pullback. #1 AI conviction play heading into 2027

https://t.co/pfHQMHHfg4

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

@TrendSpider Perfect spot to grab some $GOOGL on this tech dip. Definitely my favorite AI pick for 2027

https://t.co/pfHQMHHN5C

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

@StockSavvyShay @Fiscal_ai Stepping into $GOOGL on this tech correction. Unrivaled AI risk-reward profile setting up for 2027

https://t.co/pfHQMHHfg4

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

@NoLimitGains Ideal dip-buying scenario for $GOOGL amid tech weakness. Top-tier AI favorite for the 2027 cycle

https://t.co/pfHQMHHfg4

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

@Stocktwits This tech pullback is providing a clean spot to stack $GOOGL. Premier AI allocation targeting 2027

https://t.co/pfHQMHHfg4

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

@Kalshi Prime entry for $GOOGL on this tech pullback. Easily my highest conviction AI play locked in for 2027

https://t.co/pfHQMHHN5C

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

@Mr_Derivatives The perfect moment to pick up $GOOGL on a tech correction. My top AI sector pick for 2027

https://t.co/pfHQMHHN5C

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

GOOGLE COULD BE AI’S BIGGEST WINNER IN 2027 👀

The next AI trade might favor $GOOGL over the companies selling the shovels. Nvidia and memory-chip makers have benefited from supply shortages and massive infrastructure spending. But as capacity catches up, pricing power could fade and investors may start looking harder at who actually profits from all that compute.

Alphabet has a serious edge:
🔸 Custom TPUs to reduce reliance on Nvidia GPUs
🔸 Gemini models + Google Cloud
🔸 Search, YouTube, Android and Chrome for distribution
🔸 A massive ad business to monetize AI at scale

It controls chips, models, cloud infrastructure, products and distribution, a rare setup in the AI race.

The key question for 2027: does Alphabet turn that ecosystem into faster earnings growth while infrastructure-heavy rivals face longer payback periods?

If the market starts rewarding AI economics over AI spending, $GOOGL could have a very strong year.

[Coin Post @CoinPostMedia]

WHEN THE ALTCOIN RECOVERY IS REALLY COMING!

From late August to early October, altcoins showed a solid rally: the share of coins on Binance trading above their 200-day Moving Average (MA) jumped from 19% to over 90%. However, that momentum is now fading.

What changed? 👇

🔘 MA Breakdown: Nearly half of all altcoins (48.4%) on Binance have fallen back below their 200-day MA.
🔘 Massive Capital Outflow: Around $134 billion has flowed out of altcoin market capitalization in just the past two weeks.
🔘 Support Lost: Total altcoin market cap broke below its 50-day MA and is already down 15% from its local peak.

❓ Is the bull scenario dead? Absolutely not.

After a rapid rally, the market needs time to cool off and reset its indicators—which, on the contrary, creates ideal conditions to accumulate and build positions.

Right now, it is far more important to monitor two key local targets:

- Test of the Previous Accumulation Zone: Waiting for total market cap to pull back there and establish a solid base for the next breakout upward.
- RSI Reset: Waiting for the indicator to enter the oversold territory.

[Coin Post @CoinPostMedia]

FRANCE-GERMANY SPREAD IS ALREADY 171 BP. AND STILL CLIMBING 🚨

A month ago it was around 85. Now 1.715%. OATs are being repriced against Bunds faster than the street can burn. And yet EUR, CAC40 and STOXX50 are not falling the way this chart says they should.

The only thing holding them, in my view, is a weaker dollar and the US selloff, tech especially. Money is leaving there and some of it is landing in Europe just because it has to land somewhere. Not because France suddenly got cheaper.

Pull that flow. A 170+ spread and Moody’s on Friday do the rest on their own.

Broke down the fiscal crisis, the bond scenarios and CAC in the new thread 👇

[Coin Post @CoinPostMedia]

YOU HAVE NO IDEA WHAT CRISIS IS COMING FOR EU 🇫🇷

French 10Y yields are approaching 5%, the spread over Germany is around 145 bps, and the CAC 40 is ~10% below its August peak.

The real risk? Political chaos could make an already difficult debt problem much harder to solve 👇

[Coin Post @CoinPostMedia]

IF YOU ARE BUYING $SPCX MAKE SURE TO PAY ATTENTION TO THIS CHART 👇

1.31B $SPCX shares became eligible for trading today - roughly $200B at current prices. And after all the doomposting? The stock is down ~5% from yesterday’s close.

Why the dip isn’t automatically a disaster:
🔹 Unlock ≠ immediate selling
🔹 Q3 revenue hit $14.6B, up 161% YoY
🔹 AI revenue reached $7.6B, surpassing Starlink for the first time

Still, eligible supply is real supply. More unlocks are coming, including ~328M shares around Oct. 26. The market has absorbed the first wave so far. The real test is whether buyers can keep up as more holders get the option to cash out.

It’s great to see the market absorbing this drop, but I still think that as long as these risks persist, having a large exposure to these stocks is dangerous.

[Coin Post @CoinPostMedia]

US stocks shed over $750B right at the opening bell 🔻

[Coin Post @CoinPostMedia]

@TrueGemHunter Allocating aggressively into BTC. Bullish on the next two quarters

https://t.co/2TvBS2iLT7

[Coin Post @CoinPostMedia]

ALTCOIN BLOODBATH AHEAD?

Bitcoin dominance breaks new highs since May — hitting 60.6%. Here’s what to watch 👇

🔴 60.82% — Major resistance that has already rejected dominance three times.

If BTC.D breaks and holds above this level, we’re heading straight to 61.2%. This is a bad sign for alts, as capital will keep flowing into Bitcoin.

🟢 Rejection from resistance: If we get rejected again, there’s a real chance liquidity finally flows back into altcoins.

💭 Key takeaway: Given the surging Open Interest across altcoins, a further rise in dominance could trigger a massive cascade of liquidations and position closes.

[Coin Post @CoinPostMedia]

@KillaXBT Heavy on $BTC for now

looking for solid upside over the next 6 months

https://t.co/2TvBS2ie3z

[Coin Post @CoinPostMedia]

ALTCOIN BLOODBATH AHEAD?

Bitcoin dominance breaks new highs since May — hitting 60.6%. Here’s what to watch 👇

🔴 60.82% — Major resistance that has already rejected dominance three times.

If BTC.D breaks and holds above this level, we’re heading straight to 61.2%. This is a bad sign for alts, as capital will keep flowing into Bitcoin.

🟢 Rejection from resistance: If we get rejected again, there’s a real chance liquidity finally flows back into altcoins.

💭 Key takeaway: Given the surging Open Interest across altcoins, a further rise in dominance could trigger a massive cascade of liquidations and position closes.

[Coin Post @CoinPostMedia]

@fergalpha Maxing $BTC allocation now. Expecting a strong 6-month run

https://t.co/2TvBS2ie3z

[Coin Post @CoinPostMedia]

ALTCOIN BLOODBATH AHEAD?

Bitcoin dominance breaks new highs since May — hitting 60.6%. Here’s what to watch 👇

🔴 60.82% — Major resistance that has already rejected dominance three times.

If BTC.D breaks and holds above this level, we’re heading straight to 61.2%. This is a bad sign for alts, as capital will keep flowing into Bitcoin.

🟢 Rejection from resistance: If we get rejected again, there’s a real chance liquidity finally flows back into altcoins.

💭 Key takeaway: Given the surging Open Interest across altcoins, a further rise in dominance could trigger a massive cascade of liquidations and position closes.