Speaker trimmed GOOGL position after stock doubled at large scale with negative FCF; previous bull thesis exhausted, stance neutral-to-bearish (not acutely bearish).
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David Lin Published Oct 3 · 2 passages
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I used to be very bullish on Alphabet. Um but when that more than doubled you know the at the scale that they operate at when you know when you have a multi- trillion dollar company double um uh you know I and and and while also going free cash flow negative uh I eventually trimmed out of that.
not say that I'm acutely bearish, but I just my bullish thesis has kind of played out.
What this channel has said about $GOOGL
David Lin has only this one call on this stock.
2026-10-03This one
I used to be very bullish on Alphabet. Um but when that more than doubled you know the at the scale that they operate at when you know when you have a multi- trillion dollar company double um uh you know I and and and while also going free cash flow negative uh I eventually trimmed out of that.