A stock analyst discusses Google's recent price decline despite strong Q2 fundamentals, attributing weakness to concerns about Meta's Muse AI, rising interest rates, elevated capital expenditures ($195-205 billion expected for 2026), and competitive AI pressure. The analyst argues Google's core business remains healthy with 24% revenue growth, 17% Search growth, and 82% Cloud growth, viewing the selloff as a buying opportunity for long-term investors.