Feb. 17 at 3:48 PM
$GOOGL could bounce from here or near here, but that's not the point about risk managing the later buys.
Added to the poor reaction to the capex level shared in their earnings report is the Trump Admin. desire to make the hyperscalers pay for new utility plants to generate the energy they need, so local citizens don't end up paying for their high AI energy demand.
Over the intermediate term, I expect GOOGL to be a winner...
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