As long as Google remains primarily focused on cloud computing, I’ll have confidence in the stock. Cloud is essentially a rental business, and they have that covered. If they stay focused and maintain a firm grip on the cloud market, I’ll keep the... — read more
Hold or sell?
Deepseek has disrupted the tech market, revealing that U.S. companies trying to commodify AI may be more vulnerable than they appear and are not necessarily winning the AI race. The edge these companies once held with high-end chips is also... — read more
Google is leaning into AI
This is good news. With another 30k layoffs planned and a major focus on the savings that can be provided by the utilization of AI, I can only see this stock continuing to go up. I like that those in charge are not afraid to make tough and often... — read more
Risks of Apple's 'ad-tracking transparency' changes?
I'm pretty undecided whether to hold or buy GOOG now? I do not ignore the impact and risks posed by Apple changes to iOS privacy policies. Stock at one point has turned a little lower right after excellent quarterly results were reported.