$1,000 follows their calls into $1,172
4drant@4drantI can agree with the headline here 2H about to be very bad for Google
tae kim@firstadopterGoogle Is a Secular Short
4drant@4drantIf narrative can 180 on $META Why can’t it do so on $ORCL Ex-hater, now shareholder
4drant@4drantWhy isn’t $peng up like 30% already It trades again at 14x guided earnings with the CEO said may get revised up again
4drant@4drantThe search deceleration has begun… it won’t stop for next few quarters. When do we say search is getting cannibalised? Gemini nowhere on efficient frontier Give up that multiple expansion! $goog
4drant@4drantfree money $peng
4drant@4drantWhy isn’t $peng up like 30% already It trades again at 14x guided earnings with the CEO said may get revised up again
