---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42872015.md"
description: "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 cares about is not how much is invested, but whether the investment yields returns and enhances your future competitive advantage. In essence, this comes down to cloud growth and model capabilities. The cloud segment is currently performing very well, which is the foundation preventing a market crash in the stock price. Thus, for Google to reverse its trend, it still depends on whether the models are strong enough."
datetime: "2026-07-23T02:46:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42872015.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42872015.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42872015.md)
author: "[SSerpens](https://longbridge.com/en/profiles/14786379.md)"
---

# Has everyone forgotten that Google's recovery from…


### 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)

- **第100次爆仓，从500块 · 2026-07-23T09:48:16.000Z**: The core person in charge left, the large model was delayed, and capital expenditure exceeded expectations.All of this has recently happened at Google, which will to some extent have an impact
- **SSerpens · 2026-07-23T03:04:21.000Z**: Betting on Gemini 4, so it's probably more than half a year? Let's see if this gap period can create a low point, which is good news for those waiting on the sidelines.