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In the world Craig.

Ahh yes, water is wet.

I’m bullish on Google too, but I think the real debate is not whether it’s a great company. It obviously is.

The question is what part of the business the market is underpricing. Search/ads still drive the machine, so the main risk is whether AI changes search behavior or ad economics over time.

Cloud, TPUs, Waymo, YouTube, Android, etc. are all good upside pieces, but I wouldn’t treat them all equally. Some are real earnings drivers now, others are more optionality.

For me the thesis is basically: if search stays durable and cloud/AI keep compounding, Google still looks attractive. If AI starts weakening search monetization, then the “best stock” argument gets more complicated.

Aren't you get tired of spam the same thing over and over?

Jarvis, liquidate my folio and put it all in GOOG, 250x leverage

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What a word we live in

we need a 50% drop in the market to clear all these ppl out

I tend toward overlooked value stocks. But still, I own Google as the one indispensible holding.

If you’re looking for stability then actually Microsoft is better. Google is still too reliant on search (~80% of revenue). Meanwhile Microsoft is almost a 33-33-33 split between Windows, Azure, productivity software (Word, PPT, etc). Plus they have enterprises locked tf in. There is no prayer of them losing their biggest customers. The problem with consumer products is that it’s very easy for people to switch out.

Isn't Word MSFT? 😆

Stock and business are different.  A small cap could easily perform better than GOOGL but it doesn't mean it's a better company.

Alphabet, Google’s parent company, reported a staggering 81% increase in profits, totaling $62.6 billion; however, nearly half of this gain—approximately $28.7 billion—resulted from the updated valuation of its Anthropic stake, rather than core business operations.

Google is talked about here way too much now, the sentiment less than a year ago was about how ChatGPT was eating their lunch and that search was dead. This company is probably going to flatline for the next few years or slowly bleed. They have tons of revenue sources and are a very diversified business, but they've tied themselves directly to the AI trade now. Once that slows down their stock is going to reflect it and not in a good way.

Top signal

Just finished buying and I see this ahhaha. Love Google