Hearing talk of people becoming more and more bearish Google $GOOGL. I mean I can see the angle, with agentic AI and people using LLMs for chat answers more and that eating into their search revenues. However that has ALWAYS been the bear case on Google and look how the stock has done. Yes itβs more expensive today so I can see it again but also it has more things going for it today than ever. 82% cloud growth, Waymo, but Gemini kinda sucks soooooo. π€·ββοΈ
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8 Comments
Kyle Garrett
@kgcottawa Β· 12d
They are doing well, but macros are not favourable. Pain is inbound.
MDuchesne
@thewealthyinvestor2.0 Β· 12dEdited
Googl is a long term hold stock. The sentiment will change once again like it always does once the earning report comes in. Or a new Gemini update crushing most or a new product. I fear most people account that would bet against this giant.
Cmez
@cmeasure Β· 12d
They are just about to release a whole new os and product line.
Juan Negrete
@jnegr1 Β· 12d
Is Amazon a better buying opportunity?
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