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The creator analyzes Google's recent 7% stock drop following earnings, arguing that the decline is an overr...

Jul 28, 2026

The creator analyzes Google's recent 7% stock drop following earnings, arguing that the decline is an overreaction to increased CAPEX guidance despite strong revenue and cloud growth. He views the stock as undervalued at current levels and identifies a potential entry point between $300 and $310.

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Tickers discussed in this post

GOOGLBullishHigh ConvictionSignal-backedPrimary

Google is undervalued at a 21x forward P/E ratio given its 24% revenue growth and strong cloud backlog, making the recent post-earnings dip a buying opportunity.

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Tracked calls opened from this post

GOOGL
buy opened Jul 28, 2026
+3.79%