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The creator analyzes the recent earnings reports of Google (GOOGL) and Meta (META). Google beat expectation...

Apr 30, 2026

The creator analyzes the recent earnings reports of Google (GOOGL) and Meta (META). Google beat expectations on revenue and earnings, with strong cloud growth and search performance, leading the creator to hold the stock. Meta also beat expectations, but the creator is buying the dip due to strong fundamentals and revenue growth, despite significant capex spending plans.

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GOOGLNeutralHigh ConvictionSignal-backedPrimary

The creator is holding Google (GOOGL) due to its strong earnings beat, cloud growth, and wide moat, considering it a 'forever hold'.

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