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![afvglobal Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1852673419646550016.png) AFV GLOBAL [@afvglobal](/creator/twitter/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 📊🧠⚖️


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947722059259482246/c:line.svg)

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[Post Link](https://x.com/afvglobal/status/1947722059259482246)