All Roads Lead to Google

There’s something I want you to see clearly right now.

This market is squishy. I kinda don't trust any rallies we’re getting. 

Yes, NVDA killed it on earnings after the close ("killed it" is good.  Kind of like when my son says something is sick.  That means it's also good.).   

But I don't think the coast is clear.  A lot of things got us here.

Retail went all-in months ago. Upside call skew exploded, leveraged ETF flows were screaming risk-on, and retail options flow went absolutely vertical.

Then fund managers burned down their cash levels to chase performance.

Today that fuel is gone. When everyone is fully allocated, rallies run out of oxygen.

That’s why the tape feels fragile. Not bearish. Just thin.

We’re in a market where fundamentals or rates need to improve before we get clean upside follow-through.

But there are pockets of strength.

And they tend to be companies actually showing monetization in AI, not just spending money to pretend they’re in the race. I’ve said it for months: you can hide in Google, Apple, Goldman, SNOW, and MU. 

That whole “animal spirits” corner of healthcare (ARKK) is still holding up better than almost anything tech-adjacent.

The big focus today was the bounce and trounce, but also... Google. Gemini 3 landed — the first true frontier-level competitor to ChatGPT — and it validated everything I’ve been saying.

Google isn’t just strong. It’s the best positioned AI company on the board. Trust, distribution, monetization, and reach. They are spending, but they're also making money and have a plan. 

$80 dollars ago I said it's pretty much the only AI stock you need. Then I asked "if you like quantum, why wouldn't you just own Google?

Many roads lead to Google.

And the GOOG Turbo trade we put on in my last video? Up around 70 percent in just a few days.

I walk through all of this in the new YouTube video I just released.You’ll find the link HERE — make sure you watch it, because the real story isn’t just GOOG. It’s what this kind of signal convergence tells us about the next phase of the market.

And that’s exactly why I built Turbo Trader PRO.

We’re in an environment where you cannot guess. You need alignment across technicals, fundamentals, sentiment, options pricing, flows, big money flow, trends, and structure. You need to know when the market is saying “steady income” and when it’s saying “press the gas” with strategic greed.  It couldn't be any easier.  Yellow?  Let it mellow with income.  Green?  Let's buckle up cause we're going for it.  Red?  Sit on those hands and watch another riveting episode of "Is it Cake?".