People talk like this? I bet he wants to be a weatherman as financial guys always seem to be weathervanes.
FTA: we discuss why Google has been relatively consistent with its OpEx spending over time. Moreover, its OpEx margins have also been trending down, unlike Meta Platforms. Notwithstanding, Google needs to reaccelerate its top line growth to justify a material re-rating. We discuss why the market has likely reflected significant uncertainties in its execution due to substantial macro and competitive headwinds.
Yes, people talk like that.
Different industries have their own languages.
My industry is electronics.
We have our own vocabulary.....................