Whale Factor|10月 29, 2026 06:18
🐋 WHALE WATCH : GOOGLE printed $127.58B in Q3 2026 revenue and missed expectations. Stock dropped 7%+ post market.
Cloud grew 103%. Search and YouTube ad revenue underperformed. Heavy AI capex squeezed free cash flow.
Enterprise AI adoption is real. Core ad revenue isnt covering the burn rate yet. The headline traders sold the miss. The cash flow compression is the story worth watching.
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