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![RJResearch Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1055892935038984192.png) Raymond James Equity Research [@RJResearch](/creator/twitter/RJResearch) on x 1615 followers
Created: 2025-07-24 19:32:36 UTC

Josh Beck published $GOOG "AI Mega Capex Cycle…A New Era" following a strong top-line beat driven by search/cloud that suggests improving AI monetization.


XX engagements

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[Post Link](https://x.com/RJResearch/status/1948466362495496199)