Earnings season once again rem

Earnings season once again reminded us that not all AI plays are created equal.

🔹 Alphabet (GOOGL) delivered solid numbers — Search and YouTube remain cash engines, while Cloud’s steady climb shows quiet strength. This is the kind of stock you hold for compound consistency, not adrenaline. Think of it as a “patient growth” trade — where discipline pays more than speed.

🔹 Nvidia (NVDA), on the other hand, is the purest expression of the AI gold rush. Revenues soared again, but the expectations bar is sky-high. It’s a momentum machine — you ride it, not marry it. Tight stops, clear conviction, and respect for volatility are key.

📊 My playbook:

GOOGL = strategic core (steady growth, defensible moat)

$Alphabet(GOOG)$

NVDA = tactical swing (ride the wave, take profits fast)

$NVIDIA(NVDA)$

Uptober Review! Can Strong November Effect Still Land?

We have seen another strong October performance. Nasdaq is up 4.7%. As market has been going up. Will November effect still land? Savvy investors get back into the market around the time of Halloween, in order to take advantage of the so-called November Effect. How will final 2 months perform?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Tight stops, clear conviction, and respect for volatility are key.\n \n📊 My playbook:\n \nGOOGL = strategic core (steady growth, defensible moat)\n<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>&nbsp;\nNVDA = tactical swing (ride the wave, take profits fast)\n<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp;</body></html>","text":"Earnings season once again reminded us that not all AI plays are created equal. 🔹 Alphabet (GOOGL) delivered solid numbers — Search and YouTube remain cash engines, while Cloud’s steady climb shows quiet strength. This is the kind of stock you hold for compound consistency, not adrenaline. Think of it as a “patient growth” trade — where discipline pays more than speed. 🔹 Nvidia (NVDA), on the other hand, is the purest expression of the AI gold rush. Revenues soared again, but the expectations bar is sky-high. It’s a momentum machine — you ride it, not marry it. 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