GOOGL이 앞으로도 크게 성장할 것 같은데, 여러분 생각은 어떠신가요? 📈

Really going out on a limb here

An elite leader, a stock everyone should own.

In addition to their core businesses, they own about 6% of SpaceX and 14% of Anthropic and stock might get a boost leading up to these IPOs.

It's my biggest holding. They will reach agi before others. When they do, the stock will go parabolic. They have the full stack. Infrastructure, software, web, content from YouTube, ads, robots, deep mind, waymo, i mean is there anything missing? They will be the first 10 trillion dollar company within the next decade or two. That's when a loaf of bread will be 50 bucks as well.

Yes bullish on Google also. I bought GGLL

It’s legit a small ETF with the amount of sectors their in

Me too

Bullish

uh .... It's Google.

One of the largest most successful companies on the planet would be a good buy, yes.

It’s GOOG for me… the L can kick rocks.

Bullish ye but was better a few weeks ago, better growth opportunities right now if you already hold

after I/O there is WWDC Siri, which hopefully would also be powered by google

Be careful, I still think Yahoo will win in the end.

**Leaving NVIDIA = Winning Money**

Google left NVIDIA in 2020 and created TPU. Claude became the highest revenue AI thanks to TPU. Gemini, trained and powered by TPU, is the most used AI in the world. 2 billion users on Android and 3 billion google search users.

Google is the market winner. 120% in the last year. Outperforming all other mag7 companies.

When they solve Quantum they will become $15 trillion.

One big upside is how much money they will save on salaries. I bet they're going to cut 10% of their workforce each year for the next several years thanks to how many developers can be replaced by AI.

Did you not have any money when it was $285 last month?

Still a fine company to own

" To me, this suggests strong institutional accumulation rather than speculative retail chasing"

This is so asinine, Jesus christ

Are you a bit slow?

It'll definitely trend alongside tech stocks and risk-on assets, as we saw during the recent downturn and recovery thus far.

The question as to whether it can outperform relative to that basket - I'm personally bullish on Google Cloud, Gemini, and TPUs.

I really like Google Cloud Platform, firstly as an avid user. Their services are competitive with other leaders in the space (AWS); in my experience there isn't a lot of room for differentiation in this space.

Given the cloud space could be considered commoditized, I think Google can continue to grow their market share since the leaders don't have a true edge. Google's done a great job at getting their cloud services integrated into SMEs and startups - my work at startups is why I'm personally so familiar with their tooling. As some of these businesses grow, I don't see there being much reason to switch providers given the market's commoditization, and while switching costs aren't exceptionally high, they do exist. This can continue to lead to market share growth as these companies use more and more cloud services, and their engineers leave to become early-stage engineers at new startups and use the cloud provider they're comfortable with.