GOOG: What's the Next Step?

Hello everyone! Today i want to share some trading ideas with you!

$Alphabet(GOOG)$ Cloud grew 48% last quarter with a $240B backlog and now we know why.

Gemini 3.1 Pro just took the #1 spot across multiple agentic AI and coding benchmarks.

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$AppLovin Corporation(APP)$ is planning to launch its own next-gen social media platform after its TikTok bid failed.

Management says the goal is to build proprietary organic traffic on top of AppLovin’s ad tech reversing $Meta Platforms, Inc.(META)$ playbook of building traffic first and monetizing later.

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$Amazon.com(AMZN)$ ($717B) just passed $Wal-Mart(WMT)$ ($713B) as the world's largest company by revenue.

This is what happens when you own cloud (AWS), AI infrastructure (Trainium, Bedrock), advertising ($56B), logistics and the enterprise AI platform companies are building on.

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$Hims & Hers Health Inc.(HIMS)$ is acquiring Eucalyptus for ~$1.2B which adds an established telehealth platform across Australia, Japan, the UK, Germany and Canada.

The deal brings ~$450M in run-rate revenue and ~775K customers accelerating Hims’ international scale.

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GOOG: What's the Next Step?

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