Alphabet (GOOG) — Bullish? Google's $300K-a-Month Clue: Duan Yongping Ignores AI Fears

<p>Bullish on Alphabet (GOOG) as of 2026-11-06: $300K/mo one advertiser&#x27;s. One advertiser&#x27;s $300,000 monthly Google bill and double-digit ad growth show why Duan Yongping isn&#x27;t rattled. Learn how to test a moat with real cash flow while the market panics over AI.</p><p><br></p><p>Chapters</p><p>(0:00) Market Noise and Smart Money</p><p>(2:00) Evidence from the Trenches</p><p>(3:18) Master&#x27;s Verdict on Google</p><p>(5:35) DeepValues Takeaway</p><p>(12:44) Evidence from the Trenches</p><p>(15:12) Tracking Smart Money Thesis</p><p>(16:32) Market Noise and Smart Money</p><p>(18:53) Evidence from the Trenches</p><p>(21:50) DeepValues Takeaway</p><p>(22:52) Essential Investor Tools</p><p>(24:14) Market Noise and Smart Money</p><p>(25:55) Signal vs Noise Matrix</p><p>(28:07) Essential Investor Tools</p><p>(28:49) Get the free apps</p><p><br></p><p>Full open-source research report: <a href="https://research.deepvalues.ai/insights/2026-11-02-alphabet-google/?utm_source=spotify&amp;utm_medium=description&amp;utm_campaign=company&amp;utm_content=goog">https://research.deepvalues.ai/insights/2026-11-02-alphabet-google/?utm_source=spotify&amp;utm_medium=description&amp;utm_campaign=company&amp;utm_content=goog</a></p><p><br></p><p>DeepValues toolkit</p><p>• Run the numbers on any stock yourself, free: <a href="https://app.deepvalues.ai/?ref=podcast&amp;src=why_duan_yongping_ignores_google_ai_fears-en">https://app.deepvalues.ai/?ref=podcast&amp;src=why_duan_yongping_ignores_google_ai_fears-en</a></p><p>• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week&#x27;s research; no account needed): <a href="https://app.deepvalues.ai/letter?src=spotify&amp;ref=goog">https://app.deepvalues.ai/letter?src=spotify&amp;ref=goog</a></p><p>• DeepValues for iOS, intrinsic value and margin of safety for any stock: <a href="https://apps.apple.com/us/app/deepvalues/id6775568608">https://apps.apple.com/us/app/deepvalues/id6775568608</a></p><p>• DeepValues for Android: <a href="https://play.google.com/store/apps/details?id=app.deepvalues.android&amp;referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dcompany">https://play.google.com/store/apps/details?id=app.deepvalues.android&amp;referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dcompany</a></p><p>• Is the market overvalued? Track it with Buffett Indicator (iOS): <a href="https://apps.apple.com/us/app/buffett-indicator/id6747404614">https://