EPISODE · Feb 4, 2026 · 7 MIN
Pressure Points: Google 4Q'25 Earnings
from Pressure Points · host Deepwater Asset Management
Google's business and growth outlook is rock solid. Shares sold off on the massive CapEx guide, comments on rising depreciation impacting earnings, and unknowns around quarter-to-quarter Cloud growth. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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Pressure Points: Google 4Q'25 Earnings
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