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Track Record / GOOG

GOOG Called Jul 18, 2026
at $346.12
▲ Bullish +0.8% over 1 week
Reference price
$346.12
Horizon
1 week
Confidence
55% (derived)
Scores on
Jul 25, 2026
MISS
Scored MISS · realized -5.7%
Reference price
$346.12
Price at horizon
$326.45
Realized move
-5.7%
Scored Jul 25, 2026 by the fixed public rule: a directional call is a HIT only if the realized move went its way beyond a ±1% dead band, a MISS if it went against, and FLAT inside the band. Called +0.8%; realized -5.7%.

The Call

AI-driven Cloud acceleration vs. regulatory headwinds & stretched price-to-FCF; stock 15% off 52w high on today's selloff.

Base-case reasoning

Oversold bounce likely after -2.2% selloff; $341 intraday low could hold as near-term support.

Bull & Bear

▲ Bull

Cloud re-accelerates, AI Search monetizes faster than feared, EU case settles; re-test 52w high.

▼ Bear

EU mandates structural data-sharing, AI search cannibalization accelerates, FCF disappoints vs. elevated multiple.

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