Google is obviously still a very strong business but in terms of stock price performance all that matters right now is forward guidance. Meta signaled last quarter that their macro outlook was that ad spend was going to decline. That seems plausible, especially for ads targeted at consumers who are getting hit by inflation. Google might be plateauing and all the stock buybacks in the world might not help even at the current multiples that are much more appealing than 6 months ago. We shall see.