---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42835184.md"
description: "$Alphabet(GOOGL.US) Why does it feel like an earnings report was missed?"
datetime: "2026-07-21T15:39:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42835184.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42835184.md)
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author: "[路飞同学](https://longbridge.com/en/profiles/27053936.md)"
---

# $Alphabet(GOOGL.US) Why does it feel like an earni…


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## Comments (6)

- **approve · 2026-07-21T16:09:50.000Z**: I plan to enter after the earnings report. Since all infrastructure costs are rising and even TSMC has gone up, the price increase can only be passed down. However, Google previously mentioned lowering token prices. So, this price transmission might get stuck at Google. 🤔I still remain bullish on G
  - **路飞同学** (2026-07-21T16:50:17.000Z): I basically share your view. Although my position isn't heavy, looking at Google's short-term financial metrics, it will indeed be quite uncomfortable for now. However, its long-term competitive moat 
  - **approve** (2026-07-21T16:55:53.000Z): Then there's another issue: if Google's growth rate is indeed sluggish and it continues or reduces its spending, it could have a significant impact on infrastructure stocks. However, it's highly likel
  - **路飞同学** (2026-07-21T17:05:54.000Z): Reducing positions before earnings to hedge risk is completely fine; if it truly beats expectations, it's impossible for the price to rise fully in just one day. If Google continues to stubbornly incr
- **艾米丽 · 2026-07-21T15:47:18.000Z · 👍 2**: Agreed, semiconductor hardware has surged too much.