GOOG Analysis GOOG is dropping despite record profits. Q2 2026: - Net income hit $112B, a US record - Revenue up 24% - Google Cloud up 82% - Margins at 34% But $98B of that is just unrealized gains on investments (e.g., Anthropic, SpaceX), not real cash. Free Cash Flow is negative 1st time in its history. A time to buy? Patience grasshopper. Cycles indicate a good opportunity to buy or add shares will present itself in a few months
Published Jul 24, 2026Updated Jul 24, 20262 min read
GOOG Analysis GOOG is dropping despite record profits. Q2 2026: - Net income hit $112B, a US record - Revenue up 24% - Google Cloud up 82% - Margins at 34% But $98B of that is just unrealized gains on investments (e.g., Anthropic, SpaceX), not real cash. Free Cash Flow is negative 1st time in its history. A time to buy? Patience grasshopper. Cycles indicate a good opportunity to buy or add shares will present itself in a few months
