Track Record / GOOG
GOOG
Called Jul 18, 2026
at $346.12
at $346.12
▲ Bullish
+4.6% over 1 month
Reference price
$346.12
Horizon
1 month
Confidence
55% (derived)
Scores on
Aug 18, 2026
FLAT
Scored FLAT · realized -0.9%
Reference price
$346.12
Price at horizon
$342.98
Realized move
-0.9%
Scored Aug 18, 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
+4.6%; realized -0.9%.
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
Cloud momentum + AI narrative could recover losses; EU headline risk caps upside near-term.
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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