Analyzes internet and technology stocks for Neuberger Berman.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Google Cloud revenue accelerated and could approach the size of Search later this decade, while Search is being reinvented with AI overviews and YouTube/subscriptions remain healthy; elevated capex (over $300B next year) pressures near-term free cash flow but long-term revenue growth justifies investment.