$GOOGL cloud missed. $11.96B vs $12.2B cons and decelerated to 30% Y/Y vs 32-33% cons.
But 2025 capex guide was $75B vs $58B cons and will grow 43% Y/Y.
Q4 capex was $14.3B vs $13.2B. Capex guide 2025 ~ $17.5B/Q average vs $14.3B Q4.
Earnings call is always important.
Once again the winning mentality came into play for this to work.
The LOSING mentality:
Thinking of everything that can go wrong with an idea.
The WINNING mentality:
Thinking of everything that can go right, and assessing the worst case scenario for trying.
Greatness requires:
When they complain, you be grateful.
When they focus on the negative , you focus on the positive.
When they choose the easy path, you choose the challenging one.
Once you see them settle, you got them!
💪🧠StrongMind
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