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The Buyside Guy @manatmadaan on x XXX followers
Created: 2025-07-23 20:17:09 UTC
$GOOGL gangbuster numbers if you ask me. Stock rarely trades higher before the call. If I’m picking problems as a bear maybe capex guide increased by $10B. But then GCP is capacity constrained and winning major customers, as a bull I don’t mind. Will comeback after call
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