I predicted Alphabet would see a significant earnings decline within two years. See at what price I would be willing to buy GOOG stock.
Cody Willard shares his long-term investing philosophy of finding secular disrupters.

What Is Happening in the Cloud?

04:03pm, Friday, 28'th Oct 2022 Zacks Investment Research
Public cloud adoption is still in its early days and this is a big long-term driver for the big technology companies providing this infrastructure and services.

The PCE Pebble

02:06pm, Friday, 28'th Oct 2022 Investing.com

Is Alphabet's Falling Stock Price Justified?

02:00pm, Friday, 28'th Oct 2022 The Motley Fool
Alphabet's stock fell after third-quarter earnings were announced, but the decrease could be an overreaction.
Data-center stocks buoyed an otherwise down chip sector Thursday, as shares of Facebook parent Meta Platforms Inc. cratered on torn-in-half profits and a hike in capital spending to fuel Mark Zuckerbe

7 Must-See Metrics Highlight Apple's Record Fiscal Fourth Quarter

12:05pm, Friday, 28'th Oct 2022 The Motley Fool
As Microsoft, Alphabet, Meta Platforms, and Amazon reported declining profits, Apple reported record fiscal fourth-quarter earnings per share.
Amazon.com confirmed Thursday what rivals Microsoft and Alphabet suggested with their earnings reports earlier in the week: Cloud-computing growth has finally reached a plateau.

3 Once-in-a-Decade Buying Opportunities in the Bear Market

11:30am, Friday, 28'th Oct 2022 The Motley Fool
As pessimism runs high, some stocks have fallen to unsustainably low valuations.

Google Vs. Microsoft: Which Is The Better Choice?

11:30am, Friday, 28'th Oct 2022 Seeking Alpha
Despite Google and Microsoft presenting lower revenue growth rates than in the past, I continue my strong buy rating for Alphabet and Microsoft. Read why here.

Where Will Meta Platforms Be In 1 Year?

10:34am, Friday, 28'th Oct 2022 The Motley Fool
The social networking giant faces a grueling uphill battle.
After all the tech bloodbath, it was a refreshing sight to see a social media stock rally hard following its quarterly results. What Happened: Pinterest Inc. (NYSE: PINS) shares climbed 9.64% late on
Apple Inc. (NASDAQ: AAPL) reported fourth-quarter results that exceeded estimates but the qualitative guidance issued on the earnings call did not go down well with investors. What Happened: KeyBanc

Did Apple Just Stick a Pin in the Google-Facebook Duopoly?

10:05am, Friday, 28'th Oct 2022 The Motley Fool
Walled gardens have dominated digital advertising for some time. That may be changing.
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