Youtube·2025-11-25 17:30Core Viewpoint - The discussion focuses on three major tech stocks: Alphabet, Nvidia, and Oracle, highlighting their recent performance, market dynamics, and investment potential amid a tech sell-off and AI competition. Group 1: Alphabet (Google) - Alphabet's stock is experiencing a sell-off despite recent highs, influenced by broader market conditions and potential Fed interest rate cuts, which have increased from a 35% to an 80% chance of a rate cut [2][3]. - The company's primary revenue driver remains ad revenue and search results, which have shown strong performance, alongside new developments in AI with the release of Gemini 3 and partnerships involving TPUs [4][5]. - Despite being at all-time highs, Alphabet's investments and free cash flow position it as a strong pick, with potential pullback opportunities for investors [6]. Group 2: Nvidia - Nvidia's shares are under pressure, down about 5%, but year-to-date, they are still up close to 30%. The competition with Alphabet's TPUs is noted, but Nvidia's software capabilities create a significant competitive moat [14][19]. - The technical analysis indicates a sideways trading range for Nvidia, with potential support around 165 and resistance near 185 to 188, suggesting a cautious outlook [21][26]. - The recent AI bubble discussions have contributed to Nvidia's volatility, but the overall demand for AI hardware remains strong, indicating a robust pipeline for the company [17][19]. Group 3: Oracle - Oracle's stock has been punished recently, down more than 30% in the last month, but it still shows a year-to-date increase of 17%. The company is viewed as having a clear path to profitability despite high upfront investments and debt [27][29]. - The structure of Oracle's financing, based on long-term contracts that provide predictable revenue streams, is highlighted as a positive factor, mitigating concerns about asset depreciation [31][32]. - The technical outlook for Oracle shows critical levels around 180 to 189 for potential support, with a need for a breakout to regain upward momentum [35][39].