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Scott Devitt
Rosenblatt Securities (senior analyst)
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overbuild risk from less-disciplined competitors. explicitly a monitored tail risk, conditional lead-in on tape; he is otherwise constructive on Alphabet
“this build out goes too fast um, and that lack of discipline ends up getting paid for”
Nasdaq since this was said: ▼ -2.8% · 25,138 → 24,443 · as of 2026-07-29
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