GOOGL Drops 5%: Gemini 3.5 Pro Delay, Traders Bullish

Google's stock, GOOGL, fell nearly 5% after reports that its flagship AI model, Gemini 3.5 Pro, is behind schedule. The company is taking more time to improve the model's capabilities, especially in coding. This delay comes as rivals like OpenAI and Meta have launched newer AI models with stronger software code-generation performance. Google says it continues to test Gemini 3.5 Pro and other models with partners, focusing on cost-effective AI deployment. What's interesting is that retail traders on Stocktwits largely viewed the selloff as excessive. Many are calling the dip a buying opportunity, and sentiment jumped to "bullish." This matters because it shows a different perspective on the impact of the delay.