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@The_Analyst_Lab Avatar @The_Analyst_Lab LBO_Guy

LBO_Guy posts on X about goog, $goog, $googl, china the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XX% technology brands XX% finance XXXXX% automotive brands XXXXX% countries XXXXX% agencies XXXX% formula 1 XXXX% luxury brands XXXX%

Social topic influence goog 13.33%, $goog 13.33%, $googl 13.33%, china 10%, stellantis 6.67%, brazil 6.67%, eu 6.67%, $340bn 6.67%, tariffs 6.67%, if you XXXX%

Top accounts mentioned or mentioned by @bigorrin @ecommerceshares @chenhank @casinocapital @theplanmtr @acquiredfm

Top assets mentioned Alphabet Inc Class A (GOOGL) Stellantis N.V. (STLA) Tesla, Inc. (TSLA)

Top Social Posts #

Top posts by engagements in the last XX hours

"@Big_Orrin I believe EU OEMs have a place in the premium segment and Seats strategy w/ Cupra is the perfect example. However if you need to downscale VW and Stellantis that is a big problem and shareholders get fcked up. This is the issue. Not that they'll XXX% dissapear"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-27 10:52:45 UTC XXX followers, XX engagements

"$STLA just reported and wow what a disaster. Clean EBIT -95%🚩 This is what happens when you prioritize short-term profits and stop investing when your business is being disrupted. Very nice for Tavares though sure all their cheerleaders are clapping now"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-21 07:34:35 UTC XXX followers, 1126 engagements

"18/ X. SEARCH - GOOGLE'S CORE BUSINESS Its true that click volume on Google isnt growing much but thats not new. The model has evolved over the years toward generating more value per click not more clicks. This is what $GOOG has been doing over the past XX years Maximizing value for customers. Now thanks to its AI integration (Performance Max Smart Bidding Shopping Graph) and its unique purchase-intent data Google can keep raising CPCs without hurting advertiser ROI. In fact it improves it And this can be seeing in the numbers: The key is: if you can reach the user at the exact right moment -"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-21 12:00:23 UTC XXX followers, XXX engagements

"@ecommerceshares Tough times for LVMH. Luxury is doing really badly. Seems they benefited from the Chinese rise over the past decade but now that has stopped. Just realized $GOOG and $LVMH are trading at the same P/E multiple. Two very different businesses - pick your fighter"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-25 11:40:10 UTC XXX followers, XXX engagements

"@Big_Orrin The problem is in the remaining XX% of the market. The mass market. Global car sales in 2024 were around 75m of which the EU union is 10m and UK 2m (16% in total). China alone is 23m the US 13m and Brazil 2m. By block: Asia 36.5m NA XXXX ME+Africa 3.8m S. America 3m"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-27 10:51:09 UTC XXX followers, XX engagements

"@Big_Orrin That was w/ the same tech that EU OEMs have mastered over XXX years. Now with new propulsion systems its a bit more tough. And this can be seen in the numbers already. Outside the EU European carmakers are already losing badly"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-27 09:10:57 UTC XXX followers, XX engagements

"@CasinoCapital @theplanmtr CFA L2 here we go. Probably should start w/ the curriculum"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-25 12:40:34 UTC XXX followers, XX engagements

"16/ AI RISKS - WHAT'S AT STAKE Search around 3/4 of Google's revenues and +85% of its profits (I'd say even 100%) is at risk. Will AI kill search and thus google's add business First let's look at the global (ex-China) advertising landscape"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-21 12:00:21 UTC XXX followers, XX engagements

"Well just registered for Level X on November. Back to the grind. This one is a bit shorter though its still 1.32M words"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-06-28 20:12:29 UTC XXX followers, XXX engagements

"🧵GOOGLE: HOW THE BEST BUSINESS KNOWN TO MAN IS TRADING AT 20X P/E👇 1/ This is a thread on $GOOG a company that feels like it was pulled straight out of a movie. One that defies gravity logic and much of what you thought you knew about business and economics. cc @AcquiredFM for the great podcast and invaluable insights into Google's story"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-21 12:00:13 UTC XXX followers, 1901 engagements

"@Big_Orrin In the 1970s90s Japanese carmakers didnt obliterate US/EU rivals overnight but they did steal massive share and eventually ended the old dominance. Toyota is now the worlds largest automaker (outselling VW GM etc.) something unthinkable decades ago"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-27 09:09:53 UTC XXX followers, XX engagements

"@Big_Orrin EU has been stagnant for years in car sales and so OEMs have turned to other markets for growth (China ME/Africa S. America). This has turned out well but it's now over. Here prices drive sales and the Chinese are already taking over which is a blow to EU OEMs"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-27 10:52:04 UTC XXX followers, XX engagements

"19) X. Rest of digital advertising ($340bn p.a.) Here there may be disruption - but not for Google rather for legacy intermediaries like Publicis WPP etc. These agencies are stuck: - No proprietary data - No infrastructure or product - No financial firepower to invest in AI at scale They are intermediaries campaign runners. AI will likely disrupt this segment. Google can capture a big chunk of this spend especially in video display and CTV - where YouTube and its AI-powered tools (like Demand Gen or VideoReach) are increasingly integrated into the broader ad stack. Google's Performance Max"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-21 12:00:23 UTC XXX followers, XXX engagements

"@Big_Orrin You are not getting my point. I totally agree w/ you that they will not disappear and that - on the premium side - they have the upper hand because status and heritage is what you buy at those price points (like in any other industry). However I am not debating that. I agree"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-27 10:49:56 UTC XXX followers, XX engagements

"@ecommerceshares Crazy to think $GOOG stock is depressed just because of this. I truly think they can grab a massive share out of the $340bn digital advertising pie which excludes search"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-22 16:10:15 UTC XXX followers, XXX engagements

"@Big_Orrin I'd highlight X issues: 1) little dealerships 2) lack of clear product strategy. Lot of models/trims and even brands that are created and then discontinued and 3) tariffs + barriers increase prices a lot and limits the price differences A partnership w/ local brands would help"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-26 18:56:32 UTC XXX followers, XXX engagements

"@Big_Orrin The tariffs is a huge deal. A Tesla Model X in China sells for under $30k while in Europe its over $50k This is probably the most important factor that has kept chinese cars at bay. But they will come"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-26 18:58:55 UTC XXX followers, XX engagements

"@Big_Orrin My point is not that they will cease to exist. Rather that they will need to scale down significantly as they cannot compete on price nor technology which means they'll lose the mass market"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-27 09:08:55 UTC XXX followers, XX engagements

"17/ Global Ad spend is c.$860bn of which: - Search (Google): $253bn - Other digital (red): $337bn - Non-digital (linear TV.): $266bn Let's ignore non-digital and focus on the other X digital and search. Also note that from now on you'll read my take yours can differ"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-21 12:00:22 UTC XXX followers, XX engagements

"@Big_Orrin Chinese automakers are grabbing huge market shares across EMs; in LatAm Chinese brands already hold 2030% of sales in countries like Chile Peru and Ecuador. Even Brazil long dominated by VW/Fiat is seeing a surge of chinese imports as well as S. Africa"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-27 09:12:11 UTC XXX followers, XX engagements

"En solo X meses casi todos estan ya en la zona amarilla Los margenes operativos +10% alla se quedaron: - BMW Mercedes Toyota: X% - VW: X% - Stellantis Volvo Ford Aston martin: 3-4% - Nissan Renault Aston Martin: negativo Es un drama"
@The_Analyst_Lab Avatar @The_Analyst_Lab on X 2025-07-25 18:38:13 UTC XXX followers, XXX engagements