“buy this.”
Concern persists regarding Google's Search business as it constitutes the majority of revenue, unlike AI.
I'm still worried about Search at Google, but uh cuz that's most of their income, not AI.
How Meet Kevin’s view on $GOOGL changed
2026-09-29Bearish
2026-09-10Bearish
“EARNINGS as Stocks Slip! ORCL and Adobe!”
Search demand is deteriorating; Google's current strength may mask this decline via increased monetization of existing users.
Google's actually having a green day. Look at that. Google uh hanging out over here at 331 and uh that's the week chart. Let me go to the day chart for a moment. Yeah, there we go.
When it broke through 400 over here, 404ish. Uh that was through our top line. And boy, uh if it loses 331, next stop isn't until 2 263. It's got a while to go. I mean, I you know, it's a good company.
I I personally think search is getting destroyed and they're covering it up by squeezing more and charging more out of their existing search customers. But, you know, that's my opinion. I I could be wrong about that.
2026-09-04Bearish
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