GOOGLAlphabetNeutralAlphabet
1w ago on
Google Network segment volume down 14% YoY while pricing up same amount. Likely another data point of the effect of AI on open web. https://t.co/0Mc4QR8jDU
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Ad Tech influencer, @marketecturetv Author: Yield. How Google bought, built, and Bullied Its Way to Advertising Dominance https://t.co/tmvieZIMsl
Cite asCryptoQuant has tracked the directional calls on GOOGL by @aripap on X since Dec 2024: not yet scored on GOOGL (as of Nov 12, 2026).
Other assets covered (1)
3 GOOGL calls on record, a thin history.
Relative view by default: fewer than 30 GOOGL calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @aripap to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Google Network segment volume down 14% YoY while pricing up same amount. Likely another data point of the effect of AI on open web. https://t.co/0Mc4QR8jDU
View original →Insane news week for future of media. -Google finally seeing AI effect on search business -DoorDash/Instacart ad businesses to combine -Walmart audiences into Tv -People layoffs and Conde ad business huge miss -Instagram long form coming to tv
View original →Interesting parallels between current Google and 2000s Yahoo https://t.co/ZUam0y26nE
View original →More detail on Google Ads plans for bidding on third party exchanges. One thing I don’t see is take rate — bundling Ads and AdX fees was a big advantage. https://t.co/ORStUSVZ6K
View original →My newsletter this week boils down the practical impact of the Google remedies on publishers, ad tech vendors, agencies, and everyone else: https://t.co/yoMt0owvFQ
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