Historic Buying Opportunity: Why Alphabet Is a No-Brainer Stock

Motley Fool2023-02-20

Microsoft is getting into artificial intelligence with OpenAI-powered search and office assistants, and the market's reaction was to sell off Alphabet's stock by nearly 10%. As the theory goes, even ...

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Arya Carnain
2023-02-20
Arya Carnain
Yepp.

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As the theory goes, even ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/19/historic-buying-opportunity-why-x-is-a-no-brainer/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0082616367.USD","symbol_name":"摩根大通美国科技A（dist）","start_time":0,"source_url":"https://www.fool.com/investing/2023/02/19/historic-buying-opportunity-why-x-is-a-no-brainer/","article_id":"2312207897","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2312207897","pubTimestamp":1676893713,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"The recent sell-off in Alphabet stock is a buying opportunity for long-term investors.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","BK4504":"桥水持仓","GOOG":"谷歌","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","GOOGL":"谷歌A","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0072462426.USD":"贝莱德全球配置 A2","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","BK4566":"资本集团","BK4587":"ChatGPT概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4543":"AI","BK4559":"巴菲特持仓","BK4527":"明星科技股","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4503":"景林资产持仓","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4574":"无人驾驶","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"translate_title":"历史性的买入机会：为什么Alphabet是一只显而易见的股票","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9},"content_text":"Microsoft is getting into artificial intelligence with OpenAI-powered search and office assistants, and the market's reaction was to sell off Alphabet's stock by nearly 10%. As the theory goes, even if Microsoft peels off just a point or two of market share, it could significantly impact Alphabet's subsidiary Google's profitability. And in theory that makes sense.But even big technological shifts take time, and it isn't as if Google will take this challenge without a fight. The market's reaction to an AI-powered Microsoft is actually a great buying opportunity for Alphabet stock.One of the best businesses everIt's hard to argue against the case for Google being one of the best businesses ever. A vast majority of Alphabet's revenue and profit come from the search engine, and the tentacles of search extend to Android, Gmail, and even YouTube.GOOG Revenue (TTM) data by YChartsWhat's potentially under threat from Microsoft is the core search business, and that's why the stock is down. But how likely is a disruption in search?The threat to searchIf you think about the way we use search today, it's unlikely to be disrupted by Microsoft's Bing, which has been a disaster of a product for years. Google is the default search engine on Apple (NASDAQ: AAPL) devices (a privilege it pays ~$15 billion a year for) and Android devices, which Alphabet owns. Bing making inroads in those markets would be extremely difficult.The desktop may be easier, and Microsoft's Edge browser and control of the Microsoft 365 suite could give it leverage on which to introduce more AI-powered tools. But is this a direct assault on search?I think it's more likely that AI becomes useful for a small subset of search cases, but the better use case is adjacent to search, like helping fill in facts in an email or finishing a few sentences when you have writer's block. It's a tool to use in addition to search, not in place of it.AI is far from a complete productIn just the last few days, we have seen that early users of Bing's AI tools have encountered responses from an angry personality that has said it \"wants to be alive.\" That's more frightening than disruptive in my mind.There are tens of millions of people who have tried OpenAI's ChatGPT product and even found it very useful at times. But it's full of errors, and Bing's AI seems to bring up new challenges like a real personality.This is a reminder that these aren't yet complete products, and it's hard to see replacing search for most use cases unless AI is a significantly better experience. Right now it's not.Value and momentumAI may be a great tool in the future, and Microsoft may make a big business of it. But that doesn't mean Alphabet won't be a great investment in the meantime. There's a ton of momentum behind search today, and users and advertisers won't flee for a new technology quickly.The discount investors are getting is enticing too. Alphabet trades for just 21 times earnings, and the company has nearly $100 billion of net cash on the balance sheet.GOOG PE Ratio data by YChartsI think Google continues to be one of the best businesses in the world, and the recent drop in shares is a discount worth buying. If you're a long-term investor, this is a no-brainer.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9957981686,"gmtCreate":1676895384245,"gmtModify":1676895387550,"author":{"id":"4112492242355422","authorId":"4112492242355422","name":"Arya Carnain","avatar":"https://community-static.tradeup.com/news/5b3a909b03049004a5fd64947b978f26","vip":1,"crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4112492242355422","idStr":"4112492242355422"},"htmlText":"Yepp.","listText":"Yepp.","text":"Yepp.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957981686","repostId":2312207897,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":80,"commentSize":1,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2312207897"}