TL;DR: Market wiped $200B off GOOGL in 48 hours because a model is late and some engineers changed badges — one day after Buffett revealed he personally built a $31B stake and wrote a $10B check directly funding the capex everyone fears. Meanwhile META gained $125B on a leaked memo about maybe selling leftover compute someday. Google's actual cloud: $20B/quarter, +63%, record margins, $462B backlog, turning away customers because demand exceeds supply. Earnings Wednesday at 25x forward with expe
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