Tiger V
12-24 23:07
$Alphabet(GOOG)$ 

I’ve made an additional investment in GOOG stock, driven by strong confidence in its cloud and AI growth trajectory. On December 16, BMO Capital raised its price target to $343 from $340, maintaining an “Outperform” rating. Their optimism follows expert checks with former AWS employees, including one with direct insight into over $4.7B of annual cloud spending. These insights prompted BMO to revise Google Cloud’s growth estimates to 39–40%, up from 38%. With cloud acceleration and AI monetization on the rise, GOOG remains well-positioned for long-term growth, making this an opportune time to increase exposure.

GOOG
12-24 23:07
USAlphabet
SidePrice | FilledRealized P&L
Buy
Open
314.64
0
+0.31%
Holding
Alphabet
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Comments

  • breezyk
    12-24 23:56
    breezyk
    Smart call! GOOG's cloud and AI momentum is fire. [看涨]
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