As Q2 earnings season kicks of-To The Moon - Tiger Brokers Online Investing Community - To The Moon

As Q2 earnings season kicks off, investors are asking the tough questions: after a strong YTD rally, can the tech giants still deliver? And when it comes to Alphabet — the parent company of Google — the debate is heating up. With the stock hovering around $185, is it still a buy… or has it run too far?

What’s Working for Google

AI Momentum: Google has quietly made strides with Gemini and its integration across Search, Workspace, and Android. The company is also pushing into AI infrastructure with custom chips and data centers.

Search & Cloud Strength: Core Search continues to print profits, and Google Cloud has turned the corner on margins — finally profitable and gaining market share.

YouTube Power: YouTube remains one of the most valuable media platforms globally, and its Shorts strategy is gaining traction against TikTok.

Risks to Watch

Ad Market Sensitivity: While ad demand has recovered, any economic slowdown or pullback in ad spend could hit revenues.

AI Competition: Microsoft and Meta are not standing still. Google must continue innovating or risk falling behind.

Valuation Creep: At $185, some argue much of the good news is already priced in. Can earnings justify further upside?

Final Take

Google isn’t the cheapest stock in the market, but it remains one of the most dominant and diversified tech players. For long-term investors who believe in its AI roadmap, cloud expansion, and global ecosystem — $185 may not be too late.

That said, with earnings around the corner, volatility is expected. If you're planning to enter, consider whether you’re buying into the long-term vision or hoping to trade the near-term reaction.

Profit Turnaround+High Growth! Hidden Gems of Earnings Season?

This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.

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Comments

qwertd
07-21
qwertd
Absolutely insightful analysis! [Great]
WendyDelia
07-21
WendyDelia
Smart decision

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High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY.\nIn addition, Chinese ADRs this season should not be overlooked.\nNiu Technologies turned profitable in Q2, with its stock surging over 30%. \nBilibili profit turned around, but shares fell 6% yesterday.\nMiniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.","image":"https://community-static.tradeup.com/news/c4cb6d4e00771c7b1d69e3495fff1a97"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>As Q2 earnings season kicks off, investors are asking the tough questions: after a strong YTD rally, can the tech giants still deliver? And when it comes to Alphabet — the parent company of Google — the debate is heating up. With the stock hovering around $185, is it still a buy… or has it run too far?</p>\n<p>What’s Working for Google</p>\n<p>AI Momentum: Google has quietly made strides with Gemini and its integration across Search, Workspace, and Android. The company is also pushing into AI infrastructure with custom chips and data centers.</p>\n<p>Search &amp; Cloud Strength: Core Search continues to print profits, and Google Cloud has turned the corner on margins — finally profitable and gaining market share.</p>\n<p>YouTube Power: YouTube remains one of the most valuable media platforms globally, and its Shorts strategy is gaining traction against TikTok.</p>\n<p>Risks to Watch</p>\n<p>Ad Market Sensitivity: While ad demand has recovered, any economic slowdown or pullback in ad spend could hit revenues.</p>\n<p>AI Competition: Microsoft and Meta are not standing still. Google must continue innovating or risk falling behind.</p>\n<p>Valuation Creep: At $185, some argue much of the good news is already priced in. Can earnings justify further upside?</p>\n<p>Final Take</p>\n<p>Google isn’t the cheapest stock in the market, but it remains one of the most dominant and diversified tech players. For long-term investors who believe in its AI roadmap, cloud expansion, and global ecosystem — $185 may not be too late.</p>\n<p>That said, with earnings around the corner, volatility is expected. If you're planning to enter, consider whether you’re buying into the long-term vision or hoping to trade the near-term reaction.</p></body></html>","htmlText":"<html><head></head><body><p>As Q2 earnings season kicks off, investors are asking the tough questions: after a strong YTD rally, can the tech giants still deliver? And when it comes to Alphabet — the parent company of Google — the debate is heating up. With the stock hovering around $185, is it still a buy… or has it run too far?</p>\n<p>What’s Working for Google</p>\n<p>AI Momentum: Google has quietly made strides with Gemini and its integration across Search, Workspace, and Android. The company is also pushing into AI infrastructure with custom chips and data centers.</p>\n<p>Search &amp; Cloud Strength: Core Search continues to print profits, and Google Cloud has turned the corner on margins — finally profitable and gaining market share.</p>\n<p>YouTube Power: YouTube remains one of the most valuable media platforms globally, and its Shorts strategy is gaining traction against TikTok.</p>\n<p>Risks to Watch</p>\n<p>Ad Market Sensitivity: While ad demand has recovered, any economic slowdown or pullback in ad spend could hit revenues.</p>\n<p>AI Competition: Microsoft and Meta are not standing still. Google must continue innovating or risk falling behind.</p>\n<p>Valuation Creep: At $185, some argue much of the good news is already priced in. Can earnings justify further upside?</p>\n<p>Final Take</p>\n<p>Google isn’t the cheapest stock in the market, but it remains one of the most dominant and diversified tech players. For long-term investors who believe in its AI roadmap, cloud expansion, and global ecosystem — $185 may not be too late.</p>\n<p>That said, with earnings around the corner, volatility is expected. If you're planning to enter, consider whether you’re buying into the long-term vision or hoping to trade the near-term reaction.</p></body></html>","text":"As Q2 earnings season kicks off, investors are asking the tough questions: after a strong YTD rally, can the tech giants still deliver? And when it comes to Alphabet — the parent company of Google — the debate is heating up. With the stock hovering around $185, is it still a buy… or has it run too far? What’s Working for Google AI Momentum: Google has quietly made strides with Gemini and its integration across Search, Workspace, and Android. The company is also pushing into AI infrastructure with custom chips and data centers. Search & Cloud Strength: Core Search continues to print profits, and Google Cloud has turned the corner on margins — finally profitable and gaining market share. YouTube Power: YouTube remains one of the most valuable media platforms globally, and its Shorts strategy is gaining traction against TikTok. Risks to Watch Ad Market Sensitivity: While ad demand has recovered, any economic slowdown or pullback in ad spend could hit revenues. AI Competition: Microsoft and Meta are not standing still. Google must continue innovating or risk falling behind. Valuation Creep: At $185, some argue much of the good news is already priced in. Can earnings justify further upside? Final Take Google isn’t the cheapest stock in the market, but it remains one of the most dominant and diversified tech players. For long-term investors who believe in its AI roadmap, cloud expansion, and global ecosystem — $185 may not be too late. That said, with earnings around the corner, volatility is expected. 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[Great]","text":"Absolutely insightful analysis! [Great]","html":"Absolutely insightful analysis! [Great]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":458970908483648,"commentId":"458970908483648","gmtCreate":1753090242021,"gmtModify":1753173017432,"authorId":9000000000000350,"author":{"id":9000000000000350,"idStr":"9000000000000350","authorId":9000000000000350,"name":"WendyDelia","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":458666690638576,"objectIdStr":"458666690638576","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Smart decision","text":"Smart decision","html":"Smart decision","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/458666690638576"}