u/Boringpanda786

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d111100%+2.1%+2.1%
1w111100%+11.4%+11.4%
1m111100%+7.8%+7.8%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$GOOGLr/ValueInvestingDiscussionbullish
u/Boringpanda786 · 88d agono track record yet
Long GOOGL

Google Cloud’s 82% YoY Surge: The AI Cloud Consolidation Wave is Here?

Google Cloud's 82% YoY revenue growth and integrated AI platform create a durable competitive moat. As enterprises consolidate vendors around hyperscalers, switching costs and margins will improve, positioning Google for multi-year market share gains and compounding returns.

At post $319.53Now $344.18+7.7% since postedas of Oct 19, 4:30 PM ET
1d—
3d+2.1%
1w+11.4%
1m+7.8%
3m—
6m—
1y—
original post →

End of results.