$Alphabet(GOOGL)$ 🇺🇸📱 Alpha

🇺🇸📱 Alphabet $GOOGL is down -4% today

Let's try to explain that

1️⃣ CAPEX are up and should remain high - the market fails to note that it is for future growth and the company's ROIC is above 20%

2️⃣ Despite being down 8% from its ATH, the stock is still up 25% since January 24. This is a normal healthy consolidation / profit taking

3️⃣ Slowdown in advertising growth

I think the company has a lot of leverages to improve its net profit margin: Cloud growth, AI and operational efficiency

A calm long term investor would wait for the end of this consolidation phase to reinforce its position

Alphabet's Ad Revenue Misses: A Bottom Chance?

Alphabet Inc. reported Q2 revenue of $71.36 billion, surpassing the $70.7 billion analyst estimate, driven by cloud services and search engine ads. Net income was $1.89 per share, beating the $1.84 estimate. But the company reported a slowdown in advertising sales growth in the second quarter, triggering an after-hours selloff of its shares of about 1.5%. ---------------- How will Alphabet's ad misses imply for other companies? Like Meta and Snap? What's your target price for Alphabet? Is it a good bottom chance as the company beats the most indicators?

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Comments

dimpy
2024-07-25
dimpy
earning overall is pretty good, YT miss is quite small, great buying opportunity before it starts to go toward 200
glowzi
2024-07-25
glowzi
Google is still king of search and streaming platforms.
And election year means accelerating ads going into november.
snugglo
2024-07-25
snugglo
太超卖了。在目前的水平上，这是一个非常有价值的买入机会
vippy
2024-07-25
vippy
I am more focused on where GOOGL will be 24 months from now, not the next 24 days. Bullish
pixiezz
2024-07-25
pixiezz
很好的机会，不贵...会赚很多钱的
BraisingBull
2024-07-25
BraisingBull
Great article, would you like to share it?

Leave a comment

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Bullish","text":"I am more focused on where GOOGL will be 24 months from now, not the next 24 days. Bullish","html":"I am more focused on where GOOGL will be 24 months from now, not the next 24 days. Bullish","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":331205450014904,"commentId":"331205450014904","gmtCreate":1721884672156,"gmtModify":1721884676884,"authorId":9000000000000341,"author":{"id":9000000000000341,"idStr":"9000000000000341","authorId":9000000000000341,"name":"pixiezz","avatar":"https://static.tigerbbs.com/a5d8c2eb1c079c85b43879eb951e8684","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":331061238898736,"objectIdStr":"331061238898736","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"很好的机会，不贵...会赚很多钱的","text":"很好的机会，不贵...会赚很多钱的","html":"很好的机会，不贵...会赚很多钱的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":331299099455632,"commentId":"331299099455632","gmtCreate":1721891396951,"gmtModify":1721891400253,"authorId":4160262272170552,"author":{"id":4160262272170552,"idStr":"4160262272170552","authorId":4160262272170552,"name":"BraisingBull","avatar":"https://community-static.tradeup.com/news/3b07d22cb6209e0271e7afd7a0176bcc","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.16","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":331061238898736,"objectIdStr":"331061238898736","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great article, would you like to share it?","text":"Great article, would you like to share it?","html":"Great article, would you like to share it?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/331061238898736"}