Market Snapshot
GOOGL: $383.25
MSFT: $413.62
AMZN: $272.05
QQQ: $672.88
VIX: 17.68
Key level: GOOGL above $380 keeps it on my AI watchlist.
The Setup
Google Cloud posted $20B in Q1 revenue, up 63% year over year, driven by strong AI demand.
That matters because the market is starting to separate companies with real AI revenue from companies just saying “AI” on earnings calls.
Google was once seen as behind in AI. Now the stock is forcing traders to rethink that.
AI Signal Dashboard
Cloud strength: GOOGL
AI revenue proof: strong
Risk: heavy capex
Watch: whether GOOGL holds $380
Trade Idea
I’m watching GOOGL above $383, but only if QQQ stays above $670.
If GOOGL loses $380, I wait.
Mindset
The market can change its mind fast.
Your job is not to be stubborn. Your job is to notice.
Question: Is Google becoming an underrated AI winner?
This is a TradingDeck decision journal, not financial advice. The goal is not to predict the market. The goal is to think clearly before the market forces emotion into the trade.
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