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TMTB: GOOGL First Take
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TMTB: GOOGL First Take

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TMT Breakout
Feb 04, 2025
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TMTB: GOOGL First Take
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GOOGL -7%: Weaker — slight rev miss but Ad and search/YT beat (inline with bogeys). GCP misses. Op inc inline with bogeys

Capex higher at $75B vs. street at $58B and bogeys of $65Bs — should be good for AVGO (+4%) /AI semis

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