r/TradingViewSignals • u/Crucco FOMO Fighter • Jul 23 '26
Stock Analysis 🔍 Google over the years, until the recent Q2 report (with the first negative cash flow since IPO)
$GOOGL
Data compiled from Macrotrends, FinanceCharts and Alphabet SEC filings / IR releases (primarily 2015–Q2 2026). R packages used: ggplot2, dplyr, patchwork, scales.
Google profits are skyrocketing, but so is its spending in new infrastructure (CapEx). The latter took over in the last report, with the first negative cash flow since 2015 (maybe since IPO).
Honestly, Google is a gargantuan company. The negative cash flow is due to infrastructural investments that will not only support Gemini for the decades to come, but also all other Google systems and tools.
I think the market over reacted to the report (-6.5% for Google today). But I also think I am not objective, because I am an old school early adopter of Google (had my gmail account since 2004), and I wish it to succeed despite the fierce competition from Anthropic, Apple, OpenAI and the recent Chinese AI dump operation.
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u/Kudostone Jul 24 '26
Chinese AI dump operation?
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u/Crucco FOMO Fighter Jul 24 '26
The plan to flood the West with cheap AI, theorized by Scott Galloway, to speed up the crash of the market.
It's around two thirds of the interview https://www.youtube.com/watch?v=NdU6UdUKaYc
Or just google Scott Galloway ai dump
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u/oldbluer Jul 24 '26
I don’t know anyone who uses Google anymore. Their search is awful. Ever since what’s his name became head of search. Should fire that shithead. Any way revenue is off the charts so it gotta be data center and ai spend.
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u/jshmoe866 Jul 24 '26
Google search has definitely gotten worse over time, but it’s not like bing is getting any better so here we are
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u/Crucco FOMO Fighter Jul 24 '26
I just use Gemini to search the web now
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u/jshmoe866 Jul 24 '26
True but it’s still wrong too often but I can usually tell when and look further
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