The exact reason I said farewell to my decade old friend $GOOG
GCP +103% was impressive as we expected, it wasn’t enough to make up for the disappointment in ads growth
Its only path for $Goog is to accelerate in AI, keep training, and keep pouring in capex
Search, the greatest business ever created, will never be the way it was
Despite the pressure, I’m still optimistic about GOOG. All the best my old friend
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Herman Jin · 2026-10-29 · 帖子
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