Is GOOG Search Screwed?

Without search (Apple $Apple(AAPL)$ /AI threat) and the network business (antitrust) $Alphabet(GOOG)$ $Alphabet(GOOGL)$ is left with this terrible business.

Image

However，this is one of the worst takes I’ve seen.

Google monetizes clicks better than any company on the internet. And they’re going to be replaced dollar for dollar on Safari by OpenAI, who is lighting money on fire and has no ad model?

It’s easy to yell “disruption”. It’s hard to logically lay out how GOOG is screwed but AAPL isn’t.

And，Market Narrative:

GOOG Search is Screwed

$Walt Disney(DIS)$ No one is traveling and their movies stink

Earnings Reality:

GOOG Search is up and AI is booming (replacing some search)

DIS Bookings are up at theme parks and our movies are crushing it

Who is right?🤷‍♂️

For whom haven't open CBA can know more from below:

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Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><strong>Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</strong></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>Without search (Apple <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> /AI threat) and the network business (antitrust)  <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>  <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>  is left with this terrible business.</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/799efca99236fed19ea469cb76ab261a\" tg-width=\"2880\" tg-height=\"1620\"><span>Image</span></p><p>However，this is one of the worst takes I’ve seen. </p><p>Google monetizes clicks better than any company on the internet. And they’re going to be replaced dollar for dollar on Safari by OpenAI, who is lighting money on fire and has no ad model? </p><p>It’s easy to yell “disruption”. It’s hard to logically lay out how GOOG is screwed but AAPL isn’t.</p><h2 id=\"id_1764967470\">And，Market Narrative:</h2><p>GOOG Search is Screwed</p><p> <a data-mention-id=\"DIS\" class=\"teditor-mention\" data-mention-name=\"Walt Disney\" href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$</a>  No one is traveling and their movies stink</p><p>Earnings Reality:</p><p>GOOG Search is up and AI is booming (replacing some search)</p><p>DIS Bookings are up at theme parks and our movies are crushing it</p><p>Who is right?🤷‍♂️</p><h3 id=\"id_1132117495\">For whom haven't open CBA can know more from below:</h3><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><strong>Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</strong></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p><p></p></body></html>","text":"Without search (Apple $Apple(AAPL)$ /AI threat) and the network business (antitrust) $Alphabet(GOOG)$ $Alphabet(GOOGL)$ is left with this terrible business. 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Find out more here： Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading. 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 💰CBA Mini Course 1: What is Cash Boost Account(CBA)?","highlighted":1,"essential":1,"paper":2,"likeSize":817,"commentSize":0,"repostSize":39,"favoriteSize":0,"link":"https://ttm.financial/post/432743646408856","repostId":0,"isVote":1,"tweetType":1,"viewCount":4248,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DIS","AAPL","GOOGL","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":994,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/432743646408856"}