Google reaching new highs says a lot about how much confidence the market has in the business right now.
But at these levels, the question changes.
It is no longer just about whether Google is strong.
It is about whether earnings can keep outperforming what investors have already priced in.
For me, the things that matter most are:
- Advertising resilience
- Cloud momentum
- AI monetisation
- Also whether management can keep proving that growth and discipline can coexist
My view:
Google can still be a high-quality long-term name, but the higher the stock goes, the less room there is for even small disappointments.
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