Everything MoneyANALYSTJul 28, 2026“Google is firing on all cylinders — Cloud exploding 82%, AI improving search, $500B backlog, and improving margins, making the stock look cheap.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Google Cloud exploded 82% with its profits more than tripling
its AI answers are actually increasing searches, not killing them
it already has a mind-blowing $500 billion backlog of business signed up and waiting to be delivered
Google can drop its AI in front of billions of people instantly through search, Gmail, Android, Chrome, YouTube, and Maps
their profit margin over the last 10 years has been 30%, 34%, and 36% or 37%. It keeps getting better.
Google could be cheap if we knew their profit was going to grow 40% a year or something crazy
The structured call
The receipt
Publish-day price $$333.71 · the claim is anchored to the moment it was said.