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AFV GLOBAL @afvglobal on x XXX followers
Created: 2025-07-22 18:15:00 UTC
🔍 Alphabet’s Q2 Hype vs. Antitrust Storm ⚖️📈
— 💵 Expected: $XXXX EPS on $80B+ revenue, +15% YoY — 🤖 AI tailwinds: Gemini, AI Overview hit 1.5B users, double search query length — ☁️ Cloud rev seen at $13.1B (+26%), operating income +91% — 📺 Ads: Search ($52.7B) + YouTube ($9.5B) expected to lift topline — 💸 Still cheapest Big Tech: 18x forward earnings vs MSFT’s 33x — 🧨 DOJ ruling looms: Could force Chrome sale & end default search deals — 🔻 Search biz = 50%+ of revenue; breakup could be deeply punitive — 🧠 AI infra growing fast, but CFO warns of capacity limits despite $75B capex — 🔋 Wall Street still bullish: 80%+ Buy ratings, no Sells — 📉 Yet stock lags Meta (+20% YTD) & Nasdaq XXX (+9.9%) #Alphabet #GOOG #GOOGL #Earnings #AI #Search #Cloud #Antitrust #BigTech #GeminiAI #GoogleCloud #AIStocks $GOOG $GOOGL 📊🧠⚖️
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