What Zac美股笔记 said in this video:
- GOOGLbullishlong-termThe host added 20 shares on the earnings dip and holds the stock, arguing cloud is the fastest-growing among mega-caps and could overtake search as the core business in 1-2 years, with valuation now back to fair value.Source
- AI Capexpositive for stockslong-termThe host views selling AI compute as extremely lucrative with fast payback, and Google's cloud is growing fastest among the mega-caps, set to become its main revenue source.Source
- GOOGLneutralshort-termThe host notes the stock broke below its converging triangle even before earnings, and with only one candle so far, the short-term direction is unknowable.Source