Google’s earnings report was originally a major positive, but then the AI sector’s spending doubled—once the “sky-and-earth needle” hit, it then crashed hard. Before the report, the big whales led the way by going heavily long; if the good news is truly already priced in, that’s really a signal to retreat. For retail investors, you don’t actually need to follow the whales—you just need to stay within your own understanding. Last night, a lot of people probably rushed in; when the needle came, I also wavered and thought about going all in, but I hesitated. After I finished a cigarette and calmed down, I’m glad I didn’t go all in. We small retail folks should still look after ourselves! The conspiracy theories in there—figure them out yourselves!