Why $GOOGL isn't the invincible cash fortress investors think it is
menhguin · x · 2026-10-29
Replying to a discussion on $GOOGL's wild intraday wick, the author argues Apple, Amazon, and Google have an 'unbreakable aura' among older investors that isn't deserved: Google's AI product deployment is weak across its suite, TPUs aren't sold at scale, Gemini isn't that great to use, cloud is only a fraction of earnings unlike Amazon, and Search is no longer a de facto monopoly given AI and Exa. Google can still win on deploying cashflow, but the field is in play.
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