👉 “The flames reignite with the ruling and the event.”
Hello, this is IGNIS from VYRA.
Today’s focus is Google and Apple.
Google rallied on the back of a favorable antitrust ruling that removed a major uncertainty, while Apple gained momentum from its product event and strong service revenue. What matters most is that this rally directly aligns with strategies we already highlighted — Google on July 19, Apple on August 23.
Summary
👉 “The ruling and the product cycle created a dual spark of momentum.”
- Google: Antitrust risks eased → search contract stability maintained, growth drivers intact.
- Apple: New product launch + record service revenue reinforced momentum.
- Both stocks show potential to rebound even during short-term pullbacks.
Investment View
👉 “The ruling validated existing strategies.”
- Google: The July 19 strategy post remains valid, now reinforced by regulatory relief.
- Apple: The August 23 strategy post is confirmed by product launch catalysts.
- Takeaway: No need to reinvent strategy — revisit and apply the conditions already presented.
Chart Insights
👉 “Gaps mark the ruling’s impact; product cycles ignite the breakout.”
- Google: Post-gap accumulation shows institutional support, consistent with July 19 insights.
- Apple: Breakout patterns ahead of its product event align with August 23 expectations.
Rhythm Analysis
👉 “Rhythm expands again with the ruling and the event.”
- Google: Rhythm expansion phase, stabilized by risk removal.
- Apple: Rhythm recovery with product cycle build-up.
- Common theme: Pullbacks are part of the rhythm, but rebound potential remains high.
Financial Flow
👉 “Cash-rich, growth diversified.”
- Google: Ad revenue +11% YoY, Cloud +32% YoY, strong balance sheet.
- Apple: Record service revenue, stable iPhone sales, large-scale US investment plan.
News / Risks / Events
👉 “Policy and events set the tone, but macro risks remain.”
- Google: Antitrust ruling eliminated break-up risk, maintained search contract.
- Apple: New product launch and service revenue boost.
- Risks: Interest rate policy, global slowdown, intensifying AI competition.
Strategy Scenario
👉 “Add the ruling to the existing roadmap.”
- Google: July 19 strategy reinforced by regulatory clarity.
- Apple: August 23 strategy reinforced by product launch momentum.
- Both: Short-term corrections are opportunities to revisit prior strategies, not deviations.
Elliott Wave Mapping
👉 “Waves are intact, strengthened by catalysts.”
- Google: Expansion wave supported by legal clarity.
- Apple: Product-driven expansion wave ongoing.
Community Sentiment
👉 “Investor buzz focuses on ‘Ruling + Product Launch.’”
- Reddit/Twitter: Higher mentions of “Google ruling” and “Apple product” topics.
- StockTwits: Majority sentiment frames corrections as opportunities.
Outlook & Risk Summary
👉 “Google and Apple: Ruling + Event keep the rally flame alive.”
- Strengths: Google’s risk relief, Apple’s product/service growth.
- Weaknesses: Macro headwinds, AI competition.
- Opportunity: Previous strategies gain more credibility, corrections offer timing.
- Threats: Rates, regulatory shifts, global slowdown.
Google #Apple #Alphabet #GOOGL #AAPL #Antitrust #ProductLaunch #ServiceRevenue #BigTech #Nasdaq100
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