Massively negative on Google's growth rates due to collapse in second derivative of token growth from Google IO event.
Bearish
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Meet KevinPublished Sep 4 · 2 passages
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How much capacity will Google and Nvidia get from TSM?
we've been covering that the second derivative of token growth via Google IO event has collapsed, right? We're massively negative on on the rates of growth.
What this channel has said about $GOOGL
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2026-09-10Bearish
Google's actually having a green day. Look at that. Google uh hanging out over here at 331 and uh that's the week chart. Let me go to the day chart for a moment. Yeah, there we go. When it broke through 400 over here, 404ish. Uh that was through our top line. And boy, uh if it loses 331, next stop isn't until 2 263. It's got a while to go. I mean, I you know, it's a good company. I I personally think search is getting destroyed and they're covering it up by squeezing more and charging more out of their existing search customers. But, you know, that's my opinion. I I could be wrong about that.
Quote at 05:49 ›2026-09-04BearishThis one
How much capacity will Google and Nvidia get from TSM?