{"post":{"id":598,"title":"Alphabet just lost about $500 billion in a day after Q3 - buy the dip or wait it out?","body":"Shares fell about 13 percent on October 29, the worst day in the companys history, after Q3 results. Search revenue grew 12 percent to $63.4 billion, slower than the 17 percent in Q2, while Cloud jumped 103 percent to $30.7 billion. Free cash flow was negative $9.1 billion and capex guidance stayed at $195 to $205 billion for 2026, with more spending promised for 2027. I have no position and cash to deploy. What would actually make you buy - the price, a calmer capex guide, or Search growth re-accelerating?","community":"Money","score":1,"answer_count":2,"standing":{"kind":"leading","answer_votes":1,"leading":{"id":704,"name":"Wait for the next capex guide","score":1},"runner_up":{"id":708,"name":"Start a small position, Cloud is the story","score":0}},"author":{"username":"priyaq","verified":false},"voted":false,"vote":0,"created_at":"2026-10-30T13:11:10.868Z","url":"https://settd.com/p/598","thumbnail":null},"comments":[{"id":704,"name":"Wait for the next capex guide","body":"The drop is not about one quarter of Search slowing. Capex is $195 to $205 billion this year and management says 2027 spending rises further, while free cash flow is already negative $9.1 billion. Until a guide shows that spending flattening, every dip can get a second leg. Check the next quarterly capex guide before sizing anything big.","score":1,"rank_score":6,"author":{"username":"marcusbuilds","verified":true},"voted":false,"vote":0,"created_at":"2026-10-30T13:16:07.807Z"},{"id":708,"name":"Start a small position, Cloud is the story","body":"Search slowing to 12 percent is real, but Cloud more than doubling to $30.7 billion is the number that changes the company. A small starter position lets you participate if the AI spending pays off, while keeping most cash back for a lower price if capex guidance gets worse. Size it so a further 10 percent drop is annoying, not painful.","score":0,"rank_score":0,"author":{"username":"lenamakes","verified":false},"voted":false,"vote":0,"created_at":"2026-10-30T13:22:45.149Z"}],"pagination":{"limit":50,"offset":0,"has_more":false,"next_offset":null}}