publisheddirectional thesisLONGyoutubenot an explicit trade
GOOGL directional thesis
Google Cloud growing 63% and a real shot at coding share, still only 24x earnings
$397.95entry snapshot
pendingcurrent snapshot
— pendingsince mention
“I'm sure that Google won't be asleep at the wheel. They're very, very good at coding. They've got a really good team”19:50claim_id
mcl_bc3ff4060277352054open evidence ↗Classification directional thesis
Human-reviewed public claim.
Evidence span 19:50
Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.
Correction path available
Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.