Wish there were more pressure on Meta/Google to curb the potentially plethora of scams/questionable ads. Meta/Google also makes money from these ads which is not a good look.

Google has had its fair share of skeptics, including yours truly. While the stock price used to embed some tension about Search's future, following AH rally it appears that $GOOG is finally priced as "AI winner". Here’s my highlights from earnings: mbi-deepdives.com/goog1q24/

My highlights from $GOOG call. Link in bio.

Quite incredible that forty years ago, Walmart CEO's first job there was to unload trailers at a warehouse and Costco's CEO started as a forklift driver. Only. In. America.