
GOOG call is wrapped up. Message from management: Search is rock solid, and AI is working with new revenue opportunities down the road.
My take: I’ve been negative on GOOG over the past six months because of the long-term AI shift. That risk is still on the table, but Search was so strong that investors will likely come back to the stock over the next few months. $Alphabet - C(GOOG.US)Source: Gene Munster
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