$GOOG Delivers $125B in Revenue, Grows 25% — So Why the Selloff?

Travis Hoium
14:20

The market may be nitpicking a few numbers, but zoom out for a second: $Alphabet(GOOG)$ generated $125 billion in quarterly revenue, grew 25% year over year, and expanded margins.

That’s an incredible business.

🎯 So why the disappointment? One factor being discussed is the mark-to-market impact tied to $SpaceX(SPCX)$ , which may have affected the reported results.

After listening to the entire earnings call, I came away impressed. The underlying business still looks strong, and the growth story remains compelling.

💡 If the market wants to offer a discount on a business like this, I’m paying attention. Sometimes the opportunity comes when investors focus on the noise instead of the fundamentals.


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