[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.]  Rose Celine Investments 🌹 [@realroseceline](/creator/twitter/realroseceline) on x 7996 followers Created: 2025-07-23 21:17:07 UTC $GOOG and $TSLA both reported roughly in line with expectations, though they’re dealing with very different situations. Tesla’s story is well known at this point, it’s about the long term vision of autonomy, robotaxis, AI, and robotics. Nothing in this quarter really changes that. Google, on the other hand, is dealing with the reality that building the future ie AI, cloud, custom chips, etc means spending a lot more on businesses that don’t have the same attractive margins as search (one of the best businesses ever created). Neither company is going away, and this isn’t some Lehman moment. But both are facing real strategic questions that won’t be answered next quarter or even next year. Interesting but not something that changes the core thesis for either name imho. I rarely make predictions, but if I had to guess, I’d say both stocks stay rangebound until there’s better clarity on the future and the economics behind it. Then again who knows, this is why I hate predicting, if you get it right no one cares but if you get it wrong you’ll surly be reminded of it. Quick side note, when I read the numbers of their businesses, they are insane. Just the sheer size is astronomical, like GDP’s of small countries. 🌹 XXXXX engagements  **Related Topics** [goog](/topic/goog) [coins ai](/topic/coins-ai) [$tsla](/topic/$tsla) [$goog](/topic/$goog) [celine](/topic/celine) [$googl](/topic/$googl) [stocks communication services](/topic/stocks-communication-services) [tesla](/topic/tesla) [Post Link](https://x.com/realroseceline/status/1948130279006314758)
[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.]
Rose Celine Investments 🌹 @realroseceline on x 7996 followers
Created: 2025-07-23 21:17:07 UTC
$GOOG and $TSLA both reported roughly in line with expectations, though they’re dealing with very different situations.
Tesla’s story is well known at this point, it’s about the long term vision of autonomy, robotaxis, AI, and robotics. Nothing in this quarter really changes that.
Google, on the other hand, is dealing with the reality that building the future ie AI, cloud, custom chips, etc means spending a lot more on businesses that don’t have the same attractive margins as search (one of the best businesses ever created).
Neither company is going away, and this isn’t some Lehman moment. But both are facing real strategic questions that won’t be answered next quarter or even next year. Interesting but not something that changes the core thesis for either name imho.
I rarely make predictions, but if I had to guess, I’d say both stocks stay rangebound until there’s better clarity on the future and the economics behind it. Then again who knows, this is why I hate predicting, if you get it right no one cares but if you get it wrong you’ll surly be reminded of it.
Quick side note, when I read the numbers of their businesses, they are insane. Just the sheer size is astronomical, like GDP’s of small countries.
🌹
XXXXX engagements
Related Topics goog coins ai $tsla $goog celine $googl stocks communication services tesla