---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42871546.md"
description: "I think capital expenditure is secondary; Google's decline is still due to Gemini underperforming, i.e., doubts about ROI 🤔"
datetime: "2026-07-23T02:33:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42871546.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42871546.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42871546.md)
author: "[SSerpens](https://longbridge.com/en/profiles/14786379.md)"
---

# I think capital expenditure is secondary; Google's…


### Related Stocks

- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)

## Comments (2)

- **SSerpens · 2026-07-23T02:46:24.000Z**: Has everyone forgotten that Google's recovery from the bottom was due to Gemini 3 exceeding expectations, and the current decline is because Gemini 3.5 Pro failed to meet expectations? Therefore, what the market values is not how much is invested, but whether the investment yields returns and enhanc
- **Judy640 · 2026-07-23T02:38:52.000Z**: ?