Friday, April 25, 2025

Google Is Tracked Here; How Is Google NOT The Most Compelling Story Right Now -- And Google --> Nvidia --> US Tariffs --> China -- April 25, 2025

Locator: 48516CHARTS.

Focus on dividends

  • PSX raised its dividend about 5%; from $1.15 to $1.20.

GOOGLE

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Charts of the Day
April 25, 2025

Browsers: this simply blows me away. 

Until looking at it today, I had no idea. I vividly remember "the year" Google released the stripped down "Chrome" laptop: June, 2011. Why? Because my sister-in-law went to Costco to buy a Chrome laptop for her niece in middle school because "the California schools" were requiring students to have a Chrome laptop. Because it worked; because it was stripped down (for simplicity); and, because it was affordable.

Google

Google earnings beat on strong margins; the stock is rising: Barron's link here.

$8 billion "paper gain." Link here.

AppEconomy Insights, link here.


This chart should blow you away -- remember, compare "like" quarters, link here:


As big as AI was, it just got bigger. Google will now spend more than originally planned -- does this sound like the Bakken revolution in 2007? Link here.

Way more, link here.

Even way more: everyone will now want to buy Chrome. 

It's not for sale but ... it's all about ... hey, before I go there .... why has the Google monopoly story gained so much interest all of a sudden? Connect the dots: two years ago ... Anyway, I digress --  everyone will want to buy Chrome now. Wow, great, great story / great, great opportunity for investors? Link here.

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Coffee Shops

As mentioned the other day, we now have a new coffee shop in our neighborhood, "Black Sheep," out of Britain, and I love the ambience. But at $4.08 / cup of black coffee (no sugar, no cream, just black) it gets expensive very, very quickly.

Starbucks would be similarly priced and I no longer care for Starbucks, the coffee shop, but I still enjoy their Pikes Place it's my go-to Keurig cup at home.

Well, lo and behold, how fortuitous. Our apartment complex has now raised the bar by adding a Starbucks coffee machine to the "business center." The coffee is free.

Wow, a nice alternative to going elsewhere and paying $4 for a cup of coffee.