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Disclosure: I own shares, and Jan 2025 $50 call options of Alphabet “With 15 products that each serve half billion people and 6 that serve over 2 billion each, we have so many opportunities to deliver on our mission.” -Sundar Pichai (2Q’23 Earnings Call) Here are my highlights from

Disclosure: I own shares, and Jan 2025 call options of Alphabet Google Search is still growing, but YouTube ads was down YoY for three consecutive quarters now. Thankfully, Google Cloud maintained the momentum with +28% topline growth. Subscribe The big news in this quarter is Google Cloud became profitable for

Subscribe Disclosure: I own shares, and Jan 2025 call options of Alphabet More than 6 years ago, I first spoke about Google being an AI-first company -Sundar Pichai (4Q'22 Earnings Call) Given the hype of AI and speculation of AI being potentially Achilles heel of Google Search and

Subscribe Disclosure: I own shares of Alphabet "There's no question we're operating in an uncertain environment" Summertime is over, and winter is almost here. Here are some of my highlights from 3Q'22. First things first, there was 5% FX headwind, so FXN

Disclosure: I own shares of Alphabet 2022 is the year of tough comps, along with macro uncertainty. The word "uncertainty"  was emphasized by CFO Ruth Porat because "the data are complicated". Let's look at some simple data from the most recent quarter first. While