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The Upside @The_Upside_Show on x XXX followers
Created: 2025-07-22 14:42:25 UTC
$GOOGL Surveillance🕵️
🤖 Investors should monitor user adoption rates and the monetization stability of new AI products like AI Overviews to see if they can effectively drive growth.
☁️ Observers should watch for quarterly fluctuations in Google Cloud's growth as the company balances strong AI-driven demand against the timing of significant capacity investments planned for late 2025.
▶️ The key thing to monitor for YouTube is whether its strong ad and subscription growth can be sustained and how effectively the company monetizes rising engagement on Shorts.
⚖️ Investors should watch whether Alphabet's efficiency initiatives can effectively offset rising infrastructure depreciation and headcount expenses to maintain its high profit margins.
⚙️ The focus for the next quarter is to evaluate whether Alphabet's internal use of AI is creating measurable productivity gains that translate into a sustainable operational advantage.
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