GOOG Alphabet q2 earnings


what do we think? good results or bad?

my thesis is as follows:
– cloud business increased (they are undercutting azure and aws with great prices)
– add revenue from events and travel services increased as people travel more and more.
-the stock just got beat down after the split, and its back to pre-split levels.

please give me some bad news to disprove my thesis.


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