$Alphabet(GOOG)$ weeks of DD: earnings gonna surprise a lot of investors
Ad spend, Waymo rollout in these new cities, data centers, google fiber, Gemini premium, Ai search, apple (Siri) partnership, google healthcare initiatives, new Ai shopping model, search revenue, google cloud growth, other bets margin growth
What did I miss?
Didn’t like the woke bs but did like that they came out and admitted wrong Similar story as meta a year ago with ad market/metaverse
Google could double after a few good quarters fueled by AI
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