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Jose Najarro Stocks on $GOOGL

Channel profile →Sources cited by the channel: ASML, Lam Research CEO, Lumentum CEO Michael, Microsoft CEO, a common short firm, analysts mentioned in episode2 entries

Jose Najarro Stocks has discussed $GOOGL in 2 videos since 2026-10-28. The latest, on 2026-10-29, was bullish.

2026-10-29Bullish
“Oracle Just Sent a WARNING to Nvidia and AI Stock Investors!!”
AI summary · Google Cloud crossed the $30 mark for the first time with 103% year-on-year growth and is the fastest-growing cloud business; Q3 operating margin 36.2 versus 35.6 in Q2 and 32.9 in Q1 2026 supports share gains. Search growth is 12% but slowing, and AI overviews are consuming search faster than expected while monetizing more slowly; with a second consecutive quarter of negative free cash flow around 9.1 billion, this likely explains the short-term decline. Google still looks excellent long term, especially in cloud.

Which just announced its earnings, and unfortunately its stock has fallen by about 10%.

Okay, let's start with Google, shall we? As for Google Cloud, the first thing we see is that it has crossed the $30 mark for the first time. This was a 103% year-on-year increase.

Now, this is very exciting, isn't it? It kind of shows that Google's investment in AI infrastructure is paying off, doesn't it? It works. You are experiencing tremendous revenue growth.

They are among the fastest growing companies, and are currently the fastest growing in the field of cloud computing.

2026-10-28Bullish
“Microsoft and Google Earnings!! WILL AI STOCKS BE SAVED??”