Tanabok

Portfolio update: Initial investment of $30,992.99 has grown to $48,113.15. Significant gains in GOOG ($9,919 to $15,901). Strong growth in META ($7,242 to $14,511), with steady increases in ANET, MSFT, CASY, and RMS. #Investing #Finance

I said this a long time ago. Nothing new here.

Getting a 500 error when running npm run dev in Codespaces and trying to access the forwarded port. The service seems to be running correctly in the terminal, but the page won't load. Anyone else seeing this? @githubstatus #GitHubCodespaces #npm #webdev

@AlphaSenseInc $GOOGL ’s ad story isn’t just about click-throughs. While Network is shrinking, Search still grows double digits. Brands split budgets across IG + Google, but Google hasn’t stopped growing. The pie is expanding — there’s room for everyone.

Former $GOOGL employee thinks short-term $GOOGL will hold its dominance over OpenAI in the Ad industry: - The expert emphasizes that OpenAI is currently disrupting mainly the upper and mid-funnel of the consumer journey. People are starting their discovery on ChatGPT rather than $GOOGL, which reduces $GOOGL's query volume. However, because consumers still require diligence and the final click-through to a brand’s website, Google Ads spend remains stable in the short term. Advertisers still value that lower-funnel conversion, and OpenAI doesn’t yet have an ad product. - Looking ahead, the expert points out that once OpenAI introduces advertising, likely within the next 12–18 months given its 500M weekly active users and revenue expectations from its late 2024 valuation, the competitive dynamic will change. At that point, SMBs in particular will have an alternative channel. The hypothesis is that $GOOGL's ad revenue decline will be less than its query decline, because advertisers will still depend on $GOOGL for last-leg conversions, but the long-term risk is that OpenAI could begin siphoning off budget as it builds an ads marketplace on top of its large, engaged user base. - The expert highlights that it’s too simplistic to assume ROI will always be highest on Google just because they capture the largest share of queries, since ROI depends heavily on the advertiser’s business model and objectives. Different platforms provide different forms of value. $GOOGL historically dominated due to its search monopoly, but rising competition means advertisers now scrutinize budgets more carefully and allocate spend across channels depending on funnel needs. - According to the expert, SMBs, which account for around 10–35% of $GOOGL's ad revenues, are both a growth engine and a challenge for $GOOGL, as their relationship with the platform is a love-hate one. These businesses typically generate under $5 million in top-line revenue and often have very small marketing teams, making ease of use critical. Compared to $META, Google Ads is seen as far more complicated; $META's onboarding process is simple and tends to deliver positive ROI from day one, whereas $GOOGL's pull-based model often takes 17 days to turn ROI positive.

Don't check your stocks daily any more than a homeowner checks the daily square meter value of their house. Value investors focus on the underlying business, not the fleeting market price. #valueinvesting

The best thing that can happen to an investor in a good company is for the stock market to close for 10 years. #WarrenBuffett #valueinvesting

Hard to believe US regulators would cripple Google’s $GOOG cash machine by forcing a Chrome sell-off while the company is pouring billions into American energy projects. You don’t kill the golden goose when it’s busy funding your grid. #investing

@elonmusk, you really need to call up @WalterIsaacson and get him working on Volume 2 of your biography. Everything going on with Trump deserves at least three new chapters.

The main advantage of #Gemini vs #ChatGPT is not its quality (both are good), but Gemini's integration into the Google $GOOG ecosystem. Plus, Google can afford to compete on price vs. OpenAI, who are still chasing profitability. #Google #Gemini #ChatGPT #AI

The Waymo Driver’s officially served over 10 MILLION paid rides! 🎉 Huge thanks to our riders for being an integral part of this journey, and to our teams for continuing to redefine what’s possible. ✨

Built this portfolio reading @WarrenBuffett, @GSpier, @mohnishpabrai, Munger, Lynch… I know some would skip $GOOG or $META — too much tech, too much capex. But a portfolio should reflect your personality. All my picks have deep moats. #Investing #ValueInvesting #Stocks #MOAT

Reading Buffettology by the pool. Learning how some companies reinvest profits by buying other great businesses instead of chasing flashy growth. Thanks @MaryBuffett for making it so clear. #Investing #Buffettology

10/ With a moat built on proprietary search algorithms, world-class AI talent, unmatched data assets, and a diversified portfolio—from Cloud to YouTube to Waymo— $GOOG remains a generational buy. Even a forced breakup could unlock greater sum-of-the-parts value

9/ Waymo is scaling swiftly: over 250,000 paid robotaxi trips per week across multiple U.S. cities, with plans for personal-ownership options down the line

7/ Even if ChatGPT chips away at some Gemini queries, Google’s $GOOG auction model means lower Search traffic → fewer clicks → higher bids per click (same pool of advertisers), actually lifting Google’s ad revenues. By contrast, other AI tools monetize via subscription

6/ YouTube ads climbed to $8.93 billion (+10.3% YoY), and paid subs across YouTube Premium and $GOOG One exceeded 270 million, bolstering a growing recurring-revenue base

4/ AI is central: AI Overviews now reach 1.5 billion users monthly, and the rollout of Gemini 2.5 is deepening engagement, setting the stage for new ad formats and in-app monetization

5/ $GOOG Cloud surged 28% to $12.26 billion, powered by GCP’s AI infrastructure and generative-AI services, underscoring Cloud’s evolution into a major growth engine

3/ $GOOG Search & Other grew to $50.7 billion (+9.8% YoY), while Google Network (display & other) fell to $7.26 billion (–2.1%), as rich snippets and AI Overviews drive more ad impressions on core Search even as conventional network ad spend softens

2/ In Q1 2025, $GOOG delivered $90.2 billion in revenue, up 12% YoY (14% in constant currency), with double-digit growth across Search & Other, YouTube ads, subscriptions, and Cloud

1/ Alphabet Inc. $GOOG faces mounting antitrust scrutiny and investor jitters over ChatGPT’s rise—but this fear has kept the stock undervalued for too long, in my view, creating a compelling buying opportunity.