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サマリー
あらすじ・解説
Alright,here’s the deal—everyone’s talking about AI, the Fed, and the economy, but no one’s putting the pieces together. Google just dropped some serious earnings, and I’m telling you, this company isway more undervalued than people think. In this episode, we break down why I’mbullish on Google, how their AI and cloud dominance ties into the bigger macro picture, and why the current economic and political moves are actuallysetting up a major shift in the markets. The Treasury is playing a quiet game with bond yields, the dollar is slowly moving down, and the global chessboard is shifting—so what does that mean for big tech?
We’ll dive intowhy now might be the best time to own Google stock and what the bigger trends mean for investors looking ahead.
#Googl #Alphabet #MSFT #AMZN #Tariffs #AI #Tradewar #Earnings