Alphabet's Gemini breakout matters a lot in earnings, says Intelligent Alpha's Doug Clinton

SO IN FOCUS. THAT WAS TRUE WITH THE BANKS. WE'RE SEEING IT WITH THE CHIPS.AND OF COURSE COMPANIES LIKE ALPHABET AS WELL. THAT WILL BE IN FOCUS. MAC.THANK YOU. WE KNOW YOU WILL BE ALL OVER THOSE NUMBERS AFTER THE CLOSE. LET'S NOW BRING IN ALPHABET SHAREHOLDER INTELLIGENT ALPHAS DOUG CLINTON AND OPPENHEIMER ANALYST JASON HELFSTEIN.THANK YOU BOTH VERY MUCH FOR BEING HERE. DOUG, LET'S START WITH YOU. WHAT ARE YOU FOCUSED ON, AT LEAST IN TERMS OF THE QUARTER.THIS WAS, OF COURSE, THE QUARTER WHERE GEMINI REALLY B ...