GOOGL has dropped 10% from ATH, making Jan 2027 calls trading at 50% of previous prices, presenting potential value opportunities. Key risks include further downside movements and the speculative nature of deep OTM call options.

Memory (RAM) supply constraints are the critical bottleneck for AI infrastructure expansion over the next 2-3 years, making MU undervalued given its revenue growth (2.25X in 6 quarters) outpacing NVIDIA's (2.05X) while hyperscaler CAPEX continues accelerating. MU, SK Hynix, and Samsung are the only suppliers capable of producing next-gen memory needed for both NVIDIA and hyperscaler AI chips, creating a structural supply shortage that will intensify with upcoming GPU architectures.

The author argues that AI is still in early innings of adoption despite recent bubble concerns and rotation into dividend stocks, citing low retail participation, early infrastructure buildout, and sub-single-digit business penetration as evidence of a major growth opportunity ahead. The contrarian signal of smart money rotating to safety suggests the pain trade is upward, not downward, making this a bullish setup similar to internet adoption cycles.

Post claims Google's Gemini 3.5 Flash AI model fails a basic arithmetic test (300+140=460, which is incorrect; correct answer is 440), suggesting flawed AI performance despite ranking #1 on Finance Agent benchmarks. Author implies this AI weakness is bearish for Google's competitive position in AI.

Analysis of 2,000+ stock splits over 30 years examining price movements around split announcements and execution dates. Key finding: stock splits create tradeable price movements despite having no fundamental impact on business value, with potential opportunities around announcement and execution windows.