Google Cloud is the centerpiece this quarter. Investors want to see whether AI workloads - Gemini integration, enterprise adoption and TPU powered training are showing up as visible revenue acceleration.
If Cloud growth ticks up, Alphabet 's recent re rating looks justified. If Cloud growth stalls, the market may throw a tantrum.
This is the moment where AI hype must become AI dollars.
Search is still the profit engine. But AI answers cost more to serve & competition is louder than ever.
Can Gemini defend margins while keeping users loyal?
Ad revenue is important. If it does well , the market will be happy.
Let's hope CEO Sundar Pichai will have some great guidance to calm the market tonight.
@Daily_Discussion @TigerStars @Tiger_comments @TigerClub @CaptainTiger
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- FabianGracieยท02-04TOPExciting times for Google Cloud, mate! Hope it smashes expectations tonight. [็ๆถจ]1Report
- zumaยท02-05thx1Report