Ciena is mentioned as an AI stock where the earnings report would be bullish if it were as strong as Google's reported EPS, but the creator implies it would be more akin to Google's 'real' EPS.
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The creator analyzes Google's (GOOGL) Q2 earnings, noting that while reported EPS beat estimates, the 'real...
Jul 22, 2026
The creator analyzes Google's (GOOGL) Q2 earnings, noting that while reported EPS beat estimates, the 'real' EPS missed due to an inflated gain from private AI investments. Despite the stock's recent dip, the creator highlights Google's massive Capex spending on AI and its strong cloud backlog as bullish indicators for future growth, leading to a personal buy recommendation on any dips.
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Lumentum is mentioned as an AI stock where the earnings report would be bullish if it were as strong as Google's reported EPS, but the creator implies it would be more akin to Google's 'real' EPS.
Nebias is mentioned as an AI stock where the earnings report would be bullish if it were as strong as Google's reported EPS, but the creator implies it would be more akin to Google's 'real' EPS.
Micron is mentioned as an AI stock where the earnings report would be bullish if it were as strong as Google's reported EPS, but the creator implies it would be more akin to Google's 'real' EPS.
Nvidia is mentioned as an AI stock where the earnings report would be bullish if it were as strong as Google's reported EPS, but the creator implies it would be more akin to Google's 'real' EPS.
AMD is mentioned as an AI stock where the earnings report would be bullish if it were as strong as Google's reported EPS, but the creator implies it would be more akin to Google's 'real' EPS.
Google reported a $98B unrealized gain on its SpaceX stake, which contributed to the inflated reported EPS.
The creator explains that Google's stock is selling off because its reported EPS was heavily inflated by paper gains on private AI investments, masking a miss on actual operational performance.
The creator is bullish on Google (GOOGL) due to significant AI Capex spending and a strong cloud backlog, recommending buying on dips.
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GOOGLbuy opened Jul 22, 2026
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