Meet Kevin on $GOOGL (Oct 29, 2026)
The speaker views Google as an isolated disaster: AI is destroying its search business and the company is papering over that for as long as it can, though search still generates $70 billion, more than half of revenue.
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Of course, most people are really focused on what happened with Google, which we covered yesterday.
Yes, Google has its problems, but that's because people are worried that Google search is getting destroyed by AI, which it is, and they're doing everything in their power to paper over that for as long as they can, but it's still $70 billion. It's more than half of their revenue.
I wrote that Google is an isolated disaster
So my point of that and the reason I'm bringing up Service Now and sort of a macro look at the market is I don't think Google which has search problems.
whether it's Microsoft what's happening with SKHEX uh what's happening with Seagate Western Digital uh you know Nvidia whatever doesn't matter very bullish about these CDS is coming down I'm bullish on that a dovish Fed I'm bullish on that service now they suck healthare very bullish healthcare Google don't care
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