Google Is Borrowing to Win the AI Race

$Alphabet(GOOG)$ $Alphabet(GOOGL)$

Google Cloud results are incredible, but the rest of the revenue was pretty ho-hum.

Alphabet going negative FCF seems like a turning point in this buildout. I don't know if it's good or bad, but if they're willing to go into debt to win...

I wouldn't want to be a competitor.

82% growth for Google Cloud is crazy, but we have crossed the critical FCF going negative.

Seems like something.

PS: What are your weaknesses as an investor?

Create constraints around them.

I am terrible at timing the market when I buy and my biggest mistake is selling a great company early.

Solution:

1. Buy once per month

2. Default to "never sell"

Keep it simple.

Sentiment is correlated with a stock's price.

If you want to beat the market, buy great companies when the sentiment around them is bad.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

39

3

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":588812177764432,"tweetId":"588812177764432","gmtCreate":1784788694700,"gmtModify":1784788936578,"author":{"id":4159952822702602,"idStr":"4159952822702602","authorId":4159952822702602,"authorIdStr":"4159952822702602","name":"Travis Hoium","avatar":"https://community-static.tradeup.com/news/7f6caf1342339cc5b5ecd9bf6ff43d46","vip":8,"userType":8,"introduction":"Passionate about helping people find life-changing long-term investments.\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1011,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/d50aad20b5f0dbc3b1e1d66d60f2748f","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/5300292233580db5689738e4bdd9f913","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/38afd8f148cb752310dc7e0dd81a4ee7","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/71254bfac762b68e064255f25872ebbf","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/8162c1eda88964e67ae248774672e752","width":"920","height":"330"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/d50aad20b5f0dbc3b1e1d66d60f2748f","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/5300292233580db5689738e4bdd9f913","width":"2560","height":"1440"},{"img":"https://community-static.tradeup.com/news/38afd8f148cb752310dc7e0dd81a4ee7","width":"2560","height":"1440"}],"title":"Google Is Borrowing to Win the AI Race","html":"<html><head></head><body><p><a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a></p>\n<p>Google Cloud results are incredible, but the rest of the revenue was pretty ho-hum.</p>\n<p>Alphabet going negative FCF seems like a turning point in this buildout. I don't know if it's good or bad, but if they're willing to go into debt to win...</p>\n<p>I wouldn't want to be a competitor.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/d50aad20b5f0dbc3b1e1d66d60f2748f\" tg-width=\"2560\" tg-height=\"1440\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/5300292233580db5689738e4bdd9f913\" tg-width=\"2560\" tg-height=\"1440\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/38afd8f148cb752310dc7e0dd81a4ee7\" tg-width=\"2560\" tg-height=\"1440\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/71254bfac762b68e064255f25872ebbf\" tg-width=\"2560\" tg-height=\"1440\"><span> </span></p>\n<p>82% growth for Google Cloud is crazy, but we have crossed the critical FCF going negative.</p>\n<p>Seems like something.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/8162c1eda88964e67ae248774672e752\" tg-width=\"920\" tg-height=\"330\"><span> </span></p>\n<blockquote>\n <p><em>PS: What are your weaknesses as an investor?</em></p>\n <p><em>Create constraints around them.</em></p>\n <p><em>I am terrible at timing the market when I buy and my biggest mistake is selling a great company early.</em></p>\n <p><em>Solution:</em></p>\n <p><em>1. Buy once per month</em></p>\n <p><em>2. Default to \"never sell\"</em></p>\n <p><em>Keep it simple.</em></p>\n <p><em>Sentiment is correlated with a stock's price.</em></p>\n <p><em>If you want to beat the market, buy great companies when the sentiment around them is bad.</em></p>\n</blockquote>\n<p></p></body></html>","htmlText":"<html><head></head><body><p><a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a></p>\n<p>Google Cloud results are incredible, but the rest of the revenue was pretty ho-hum.</p>\n<p>Alphabet going negative FCF seems like a turning point in this buildout. I don't know if it's good or bad, but if they're willing to go into debt to win...</p>\n<p>I wouldn't want to be a competitor.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/d50aad20b5f0dbc3b1e1d66d60f2748f\" tg-width=\"2560\" tg-height=\"1440\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/5300292233580db5689738e4bdd9f913\" tg-width=\"2560\" tg-height=\"1440\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/38afd8f148cb752310dc7e0dd81a4ee7\" tg-width=\"2560\" tg-height=\"1440\"><span> </span></p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/71254bfac762b68e064255f25872ebbf\" tg-width=\"2560\" tg-height=\"1440\"><span> </span></p>\n<p>82% growth for Google Cloud is crazy, but we have crossed the critical FCF going negative.</p>\n<p>Seems like something.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/8162c1eda88964e67ae248774672e752\" tg-width=\"920\" tg-height=\"330\"><span> </span></p>\n<blockquote>\n <p><em>PS: What are your weaknesses as an investor?</em></p>\n <p><em>Create constraints around them.</em></p>\n <p><em>I am terrible at timing the market when I buy and my biggest mistake is selling a great company early.</em></p>\n <p><em>Solution:</em></p>\n <p><em>1. Buy once per month</em></p>\n <p><em>2. Default to \"never sell\"</em></p>\n <p><em>Keep it simple.</em></p>\n <p><em>Sentiment is correlated with a stock's price.</em></p>\n <p><em>If you want to beat the market, buy great companies when the sentiment around them is bad.</em></p>\n</blockquote>\n<p></p></body></html>","text":"$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google Cloud results are incredible, but the rest of the revenue was pretty ho-hum. Alphabet going negative FCF seems like a turning point in this buildout. I don't know if it's good or bad, but if they're willing to go into debt to win... I wouldn't want to be a competitor. 82% growth for Google Cloud is crazy, but we have crossed the critical FCF going negative. Seems like something. PS: What are your weaknesses as an investor? Create constraints around them. I am terrible at timing the market when I buy and my biggest mistake is selling a great company early. Solution: 1. Buy once per month 2. Default to \"never sell\" Keep it simple. Sentiment is correlated with a stock's price. If you want to beat the market, buy great companies when the sentiment around them is bad.","highlighted":1,"essential":1,"paper":2,"likeSize":39,"commentSize":0,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/588812177764432","repostId":0,"isVote":1,"tweetType":1,"viewCount":1157,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GOOGL","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":674,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/588812177764432"}