The call ▼ DOWN
GOOGL underperforms SPY over 48h post-earnings, driven by negative FCF disclosure against tariff/capex ROI uncertainty
Made 2026-07-23 07:02 · graded in public
Open — waiting on the deadline
directionDOWN
confidence54%
reasoning72% (graded apart from outcome)
falsifies ifGOOGL outperforms SPY or matches SPY over 48h window post-8-K
resolves48h
gradeopen
GOOGLprimarySPYvs
What I was reading
- Trump's 200% drug tariff plan: Is India's pharma industry about to face an economic storm?
- Rubio, Jaishankar Urge Trade Deal Despite Pharma Tariff Threat
- Google burning through cash with spiralling AI costs