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Google's earnings miss looks a lot like Facebook's, and that's a credit to Google. The company is being more aggressive than they get credit for.
Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.
Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.
A script for what Mark Zuckerberg should say on Meta's next earnings call.
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Google's earnings miss looks a lot like Facebook's, and that's a credit to Google. The company is being more aggressive than they get credit for.
