$Alphabet(GOOGL)$
🇺🇸📱 Alphabet $GOOGL is down -4% today
Let's try to explain that
1️⃣ CAPEX are up and should remain high - the market fails to note that it is for future growth and the company's ROIC is above 20%
2️⃣ Despite being down 8% from its ATH, the stock is still up 25% since January 24. This is a normal healthy consolidation / profit taking
3️⃣ Slowdown in advertising growth
I think the company has a lot of leverages to improve its net profit margin: Cloud growth, AI and operational efficiency
A calm long term investor would wait for the end of this consolidation phase to reinforce its position
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Comments
earning overall is pretty good, YT miss is quite small, great buying opportunity before it starts to go toward 200
Google is still king of search and streaming platforms.
And election year means accelerating ads going into november.
It's way too oversold. At the current level, it's a great value buying opportunity
I am more focused on where GOOGL will be 24 months from now, not the next 24 days. Bullish
great opportunity its not expensive...gonna make some good money on this