Is it Time to Buy GOOG?

TRANSCRIPT

Who’s got alphabet up there? I do. Overdone. It’s plain and simple. Overdone. I mean, the ad revenue beat, but obviously it’s the cloud here. And I think they’re one quarter behind Microsoft. I think this is the place you buy a 122 line and saying, I really like that it’s supportive. And even if this market has a little bit more upset, doesn’t doesn’t bother you?

No, no. I mean, we’re right back to where Alphabet outperformed from July through now. And we’re just right back to where we’re in the market. Q Q’s tad stuff. Farmer Jim, that.

Was pretty convincing. By the way, I’d like to change my final answer. No, actually, Annex B Semiconductor. I really like this, particularly—-

END TRANSCRIPT

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