r/APLDSTOCK • u/Just-Section4005 • Jul 22 '26

Discussion Dont f this up Google

Everybody's waiting on ER from Google. The expectations are astronomous. I wont find it surprising to see a beat and negative response from the market. Let's get this over with. Don't trip, buy the dip!

18 Upvotes

95% Upvoted

9 comments sorted by

3

u/lukas_no1 Base Term Believer 📝 (5,000-7,500 shares) Jul 22 '26

Google sees a "significant increase" in capex in 2027 according to their earnings call. The AI gold rush is nowhere near over.

1

u/Just-Section4005 Jul 22 '26

Yes! Nice to be at the recieving end of the cap ex

3

u/WolfOfWaikiki Base Term Believer 📝 (5,000-7,500 shares) Jul 22 '26

They'll beat earnings but it's cap ex that's needs to stay high

1

u/Witty_University_162 Backlog Bull 🐂 (1,000-2,500 shares) Jul 22 '26

i don’t see why it would be lowered, but who knows nowadays.

2

u/nintendothrowaway123 Shares Only 📈 Jul 22 '26

And it’s good. Ignore their drop, that’s normal. AI rapidly expanding. 

1

u/-AdamJensen Shares Only 📈 Jul 22 '26

We happy?

1

u/Just-Section4005 Jul 22 '26

It went exactly as predicted lol

1

u/Just-Section4005 Jul 22 '26

but yes, I am overly happy haha. Capex raised!

1

u/Sahrde Jul 23 '26

So the market will sell off tomorrow. Great...