Meet Kevin on $GOOGL (Nov 5, 2026)
Not a fan of Google: advertising, meaning search plus network sites, is over half of revenue and it really needs to offset that, which makes the speaker nervous. Concedes Google is the best-positioned hyperscaler, though Microsoft, Amazon and Meta compete solidly and none is clearly better.
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Now, I don't like Google. Thanks for the $5, but I'm not a big fan of Google. Although, I'm curious. I'm curious where it sits today. 282. Yeah. No, I'm just not a fan of Google.
They really need to offset that advertising biz uh from search and makes me nervous. It's over half of their rev especially if you include those websites too which is the network you know. So it's search and network both those matter.
Google the best positioned hyperscaler. I mean, I don't see how I think you have very solid competition from Microsoft, Amazon, and Meta. I wouldn't necessarily say one of them is way better than the other.
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