Strong Buy GOOGL by Jul 21, 2026.

**TL;DR:** GOOGL lost $200B in about 30 hours because a model is late and some engineers changed badges. This started the morning after Buffett told CNBC the $31B stake was his idea, including a $10B check written straight to Google funding the exact capex everyone is scared of. META meanwhile gained $125B this month on a leaked memo about maybe renting out spare GPUs someday. Google's actual cloud did $20B last quarter, up 63%, record margins, $462B backlog, and they're …