seekinganythingbutalpha(@ivanalog_com):Put in perspective, a few years ago, 30+% growth in cloud, which all what the market cares back then, was considered "HIGH GROWTH" Now, we see business doubling every year, literally sellers cannot keep up with demand. "DOOM, BRACE FOR IMPACT".

seekinganythingbutalpha

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Focus on 1) Technology and Dividend Blended 2) Drawdown protection. Check highlights and articles. No investment advice. Now building ModelDock

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seekinganythingbutalpha@ivanalog_com

2026.10.29 03:19

Put in perspective, a few years ago, 30+% growth in cloud, which all what the market cares back then, was considered "HIGH GROWTH" Now, we see business doubling every year, literally sellers cannot keep up with demand. "DOOM, BRACE FOR IMPACT".

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Shay Boloor@StockSavvyShay

2026.10.28 21:02

I never would've believed at start of the year that Google Cloud could surpass a $120B ARR while growing over 100% and $GOOGL would still sell off after earnings at ~20x earnings. But sure let's focus on the Search business.

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