How Meet Kevin’s view on $GOOGL changed

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2026-09-10Bearish
“EARNINGS as Stocks Slip! ORCL and Adobe!”
Search demand is deteriorating; Google's current strength may mask this decline via increased monetization of existing users.

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.

2026-09-04Bearish