[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kaushik [@BigBullCap](/creator/twitter/BigBullCap) on x 102.4K followers Created: 2025-07-21 12:11:33 UTC $GOOGL PT Raised to $XXX at Morgan Stanley We have written about our bullish view on GOOGL’s accelerating pace of innovation, productization and improving disclosure in How is META TikTok Disruption an Analog for GOOG vs GPT? We also detailed why we don’t expect the “search debate” to be fully resolved in 2H:25. So looking into 2Q and 2H, we are focused on 1) Profitable search growth and revisions with the key being whether GOOGL makes the market feel confident in a path to $10+ of ’26 EPS and 2) More disclosure on incremental GenAI-enabled engagement and monetization (AI Overview updates, AI Mode stats, GCP acceleration, YouTube GenAI benefits, etc). Post earnings (by the end of August), the DoJ remedies being benign and potentially opening the door for a Gemini/AAPL partnership will matter to the market’s confidence in long-term positioning. XXXXXX engagements  **Related Topics** [googl](/topic/googl) [gpt](/topic/gpt) [goog](/topic/goog) [tiktok](/topic/tiktok) [meta](/topic/meta) [$googl](/topic/$googl) [stocks communication services](/topic/stocks-communication-services) [morgan stanley](/topic/morgan-stanley) [Post Link](https://x.com/BigBullCap/status/1947268205355155967)
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Kaushik @BigBullCap on x 102.4K followers
Created: 2025-07-21 12:11:33 UTC
$GOOGL PT Raised to $XXX at Morgan Stanley
We have written about our bullish view on GOOGL’s accelerating pace of innovation, productization and improving disclosure in How is META TikTok Disruption an Analog for GOOG vs GPT? We also detailed why we don’t expect the “search debate” to be fully resolved in 2H:25. So looking into 2Q and 2H, we are focused on 1) Profitable search growth and revisions with the key being whether GOOGL makes the market feel confident in a path to $10+ of ’26 EPS and 2) More disclosure on incremental GenAI-enabled engagement and monetization (AI Overview updates, AI Mode stats, GCP acceleration, YouTube GenAI benefits, etc). Post earnings (by the end of August), the DoJ remedies being benign and potentially opening the door for a Gemini/AAPL partnership will matter to the market’s confidence in long-term positioning.
XXXXXX engagements
Related Topics googl gpt goog tiktok meta $googl stocks communication services morgan stanley