SCOUT· 43%24m·2026-10-29·MoneyAlphabet Almost Sets a Record No One Wants
Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about the two big reports, as well as some…
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
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“You can feel it , that pressure building under the surface like a spring ready to pop. SPCX30K’s winding up. ⚡”
“BTC 6xk feels low only because we remember 73k. Same perspective shift coming for SPCX30K soon.”
“First timer here: Can't believe they didn't cite Search/ads growth slowing from 19 to 12%! In other words, the goose that lays the golden eggs has been wounded by the AI foxes! AI agents have added a wild card to the game.”
“Thanks guys. The Anthropic IPO should be bonkers.”
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