Google Rocks but the Glass is NOT Half Full

BY Hans Albrecht

November 2nd, 2025

Hello,

 

Charles here.


My father has worked with his hands for his entire life.

 

He was an amazing sharp shooter in the Army.

 

And worked as a mechanic from the time he was 15. Even now, in his 80’s, the man still can’t help but turn that wrench.

 

He’s blue collar to the core. But he has wisdom that I count on to this day.

 

He once told me a story about when electronics first started hitting cars. A lot of his friends hated it. Instead of embracing the change, they shied away from it. He did the opposite: he soaked up everything he could about electronics.

 

Five years later, his friends couldn’t diagnose a car. And he was getting all the jobs.

 

He taught me that in life, we are best served if we are always learning. Rather than fear or get upset by the changes happening around us, we should accept and adapt.

 

That philosophy has served me well. Especially when it comes to the market.

 

Right now, we’re seeing big moves, sudden reversals, and plenty of investors wondering which plans will hold up when the music stops.

 

Hans Albrecht is not one of those investors.

 

Recently, I told you about Hans Albrecht’s proprietary Market Temperature Indicator (MTI). It’s a tool he’s refined over nearly three decades of professional trading to sense when the market’s getting too hot or too cold. It’s been cooling lately, flagging fewer setups as volatility picks up and the winners narrow.

 

But today Hans isn’t relying on signals. He’s relying on instinct and experience.

 

And that has let him close out winners in Turbo Income last week of 132 percent, 32 percent and 107 percent.  

 

The market’s only tough if you don’t know where to look.

 

In this week’s “one to love and one to hate,” Hans is highlighting one company built for the next decade of AI dominance… and another that’s quietly standing in the wrong place as technology rewrites the rules.

 

These stories aren’t just about stocks… They’re about the future of work, data, and human progress itself.

 

Have a read:

 


 

One to Love and One to Leave

 

My one to love this week is Google (GOOG)

 

It’s still the best all-around AI stock in the world. Google has what everyone else wishes they had: twenty-plus years of data from search, maps, Gmail, and YouTube, which feeds directly into its AI models. 

 

Its large language model, Gemini, keeps getting smarter because it’s learning from billions of real human interactions every day. 

 

YouTube remains the biggest video platform on earth and is quietly becoming a key AI training playground. And while people keep saying “AI will kill search,” the truth is search is actually growing. And Google is making it faster, more visual, and more personal. Add in Waymo, its self-driving car unit that’s years ahead of rivals, and it’s hard not to see Google as the backbone of the entire AI economy.

 

My one to leave is Robert Half (RHI)

 

It’s a staffing company that does really well when businesses are hiring, but right now that world’s changing fast.

 

Companies are cutting costs, using AI to do more with fewer people, and slowing down on bringing in new grads or office workers. 

 

Even though lots of people are looking for jobs, that doesn’t help Robert Half because the companies, not the workers, pay it. 

 

When hiring freezes up, so does its business. In an AI-driven world where the demand for recruiters and middlemen shrinks, Robert Half just feels stuck in the wrong era.  

 

Unfortunately, the glass is definitely not Half full.

 

To your health and income,

 

Hans

 


 

With the recent layoffs we’ve seen over the last week, there is no doubt that AI is not only changing the work force, but there are winners and losers.

 

These changes have an immediate and a long-term effect.

 

Google certainly looks like it can adapt to that change, while Robert Half isn’t so nimble.

 

The question is… will the crew choose one of Hans’ picks on Monday’s Ticker Highlight show?

 

Tune in Monday at 10:00 a.m. to find out.

 

And for a Monday morning reminder, tap here to join our State of the Market’s newsletter.

 

Take care,

 

Charles Delvalle

Managing Editor

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Hans Albrecht

Hans Albrecht

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About the Author

Hans Albrecht

Hans Albrecht

Former CBOE floor trader and CIO at Karman Line Capital. Author of ‘The Option Traders Hedge Fund’ with over 30 years of options trading experience.

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