Lucas Shaw

Reporter, Bloomberg
@Lucas_Shaw · tracked since Feb 2026
Calls 1 3 Posts tracked · 0.0/day
Calls
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90d 1
Best Calls
GOOGL long +18.8%
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Most Mentioned
GOOGL ×1
Recent Calls
GOOGL long 2 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d —
Average Return +18.8% Long Return +18.8% Short Return -
Average Return
7d -0.0%
30d +10.1%
90d —
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GOOGL Alphabet... Alphabet Inc. (Class A)
Long
Mar 15
$302.28
+18.8%
The long term trajectory has obviously been down, which is one of the reasons why they did a deal with YouTube to try to bring in some fresh blood. Legacy media properties and live events are bleeding linear TV viewership. To survive and reach younger demographics, they are forced to partner with dominant digital video platforms. YouTube (Alphabet) is perfectly positioned to capture these premium live-event partnerships, driving higher ad revenue and platform engagement at the expense of traditional broadcast networks. LONG. Alphabet benefits from the secular shift of live event viewership and advertising dollars moving from linear television to digital streaming. Regulatory scrutiny on Alphabet's market dominance; YouTube's revenue share agreements with legacy brands might have lower margins than user-generated content.
The long term trajectory has obviously been down, which is one of the reasons why they did a deal with YouTube to try to bring in some fresh blood. Legacy media properties and live events are bleeding linear TV viewership. To survive and reach younger demographics, they are forced to partner with dominant digital video platforms. YouTube (Alphabet) is perfectly positioned to capture these premium live-event partnerships, driving higher ad revenue and platform engagement at the expense of traditional broadcast networks. LONG. Alphabet benefits from the secular shift of live event viewership and advertising dollars moving from linear television to digital streaming. Regulatory scrutiny on Alphabet's market dominance; YouTube's revenue share agreements with legacy brands might have lower margins than user-generated content.
AI/Semi
YOUTUBE
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