Aug. 28 at 8:43 PM
$QQQ $GOOGL last quarter spent MORE in AI capex than FCF coming in.
Alphabet FCF was -
$5.9 billion.
THIS IS HORRIBLE
Alphavets FCF should be -1 trillion a quarter right now.
Alphabet should be issuing shares should be borrowing money should be selling off IP and buying more memory product.
The more you buy the less the other guy has and the other guy will DESTROY your earnings
The reason Youtube or tiktok or IG do well is the predictive algo delivers the right ads to the right EYES.
$GOOGL share holders need to have a vote and replace the board because
$GOOGL is NOT SPENDING ENOUGH MONEY ON AI CAPEX AKA MEMORY BANDWIDTH.