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COST: the AI capex question
Subscribers get the full thesis, the levels, and my positioning on COST. Subscribe to read on.
COSTLast 30 days
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COST
Notes mentioning COST
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COST — the share-gain story
Traffic data is inflecting ahead of the comp the Street modeled.
COSTLast 30 days
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COST — trimming into strength
Ad reacceleration plus margin discipline is a combination the market keeps doubting.
COSTLast 30 days
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