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Two Blokes Fri at 3:45 PM -
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Alphabet Inc.'s Q2 results dispelled concerns about Google Search disruption, with 12% growth and strong performance across core segments, reaffirming my long-term bullish outlook. Cloud revenue grew 32% with expanding margins, justifying increased capex as a prudent investment to capture future growth and profitability in the cloud business. Despite heavy capex and temporarily depressed free cash flow, Alphabet maintains robust operating cash flow and a fortress balance sheet, supporting ongoing buybacks and dividends.
