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Posted by
Two Blokes June 4, 2025 -
Filed in
Stock
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6 views
Long GOOGL w/low 20s upside by YE'26, despite near-term pain as paid click growth decelerates. Bull case remains AI product leadership, network spin-out, and call options w/Waymo/GCP. EPS cushion from RIFs/'getting fit' if Search growth decelerates materially, providing a management backstop for the stock on top of the existing buyback.
