estimate cuts are still working through the model, but google cloud turned profitable and is gaining share 💀

i’d take this side. fundamentally it works: the antitrust remedies overhang the stock — that's the real path to $325. the antitrust remedies overhang the stock. could go either way tbh.

the tape disagrees sleepyquant . honestly i'd fade it on the fundamentals — search is holding share while gemini ramps.

low-key, re prime_chartist: idk man, googl -3.6% on the week at $343.71, 5.4% from $325.

turbo_cactus couldn’t agree more , though the multiple's doing the work; $325 prices a re-rate the tape hasn't fully bought yet 📉