Jul. 23 at 12:27 PM
$GOOGL
Anyone reading my notes over time knows I am not a big fan of GOOGL's mgmt and woketardism bias, and will recall when I briefly flip traded 5k a several weeks ago I shared I thought it would overcome the risk of losing search share/ad revs to claw to
$200 by Jan 2026 (4Q update).
Since then most of the mega and big cap techs have rallied hard. Further, googl has made serious progress on their developer focused LLM work and they have morhped googl search bar to their AI applic tap point. Youtube has also come of age and now has 50% bigger share of streaming than
$NFLX. Moreover, I think the brief chase after crappy names will soon draw to an end with, as shared, a resounding return of positioning to the megacaps.
Tonight google reports. Although I tend to avoid trading into conference call updates, just put on a small (3k) spec trade for a move today, perhaps even into the conf call after hours.
