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![BigBullCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::28489821.png) Kaushik [@BigBullCap](/creator/twitter/BigBullCap) on x 102.6K followers
Created: 2025-07-24 04:24:38 UTC

$GOOGL AI Driven Acceleration - Search, Youtube and Google Cloud all accelerated as GenAl-enabled innovation is driving faster growth. Our EPS ests are largely unchanged (revenue higher offset by higher D&A/investment) but we remain OW as this accelerated pace of innovation sets up GOOGL for more durable multi-year growth - Morgan Stanley


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[Post Link](https://x.com/BigBullCap/status/1948237868163543382)