Google bull case/bear case
Google is down 11% in the past month and up 50% in the past year. Bull case - Google Search, Youtube, Android with gen. AI assistant Bear case - Pichai
Google is becoming woke. That’s a fixable issue but takes guts to fix it. On watch list for sure.
The conservative culture war media cycle will be gone in a couple weeks and the stock will be back. look what happened to Anheuser-Busch
I bought a bunch today. Gemini is solid especially with the context length it’s just all the dumb safety stuff they baked in. The hope is Sundar leaves and a new ceo (maybe one of the founders) restructures the company completely. To me this is googles Anheuser-Busch moment.
The bear case is easily addressed. I believe Sundar will be made the fall guy in all this. He will take the bullet and Google will recover.
Market is emotional about pichai and the woke gang. :(