LesterTan
10-26
$Alphabet(GOOGL)$  I'm bullish on googl and I think there's more upside given its strong 

Position in YouTube, search and now Gemini. 

It Also invested in space X 10 years ago and 

this Proved immensely profitable. Still 

undervalued & I expect it to tp around 450. 

Ignore the Noise on capex spend. Buy before 

Earnings release this week.


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Comments

  • snuggix
    10-26
    snuggix
    Cloud margin is the bigger tell this quarter. If AI capex keeps climbing, that guidance matters more than the YouTube ad beat lol
  • ChrisColeman
    10-26
    ChrisColeman
    Undervalued feels like a stretch. If your DCF bakes in cloud reacceleration, the stock already looks priced for a lot of the AI upside lol
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