glintzi
10-29

$Alphabet(GOOG)$ I am bullish on Google . I expect it to double in 2 years. Google’s forward PE today is almost half of that of Apple, Microsoft etc. Google is positioned best right now with AI (own model, trained on own hardware, tons of data and their own cloud service). They also have some amazing long term bets like Waymo.

The main risk is regulatory, with all the talk of breaking up Google

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