GOOGL 'Can't Meet Demand,' Upside Behind A.I. CapEx Spending

Ed Butowsky says he would "absolutely" buy Alphabet (GOOGL) on its post-earnings dip. He believes the company has "built-in" safety measures that will keep it from seeing critical selling action. Scott Devitt says the company has demand it just can't meet it. It's A.I. market share may take a hit, but according to Scott, its search engine holds the crown.

Trading 360

05 Feb 2025

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