Google: The Most Overvalued Among the Magnificent Seven
$Alphabet(GOOG)$ $Alphabet(GOOGL)$
1) With growing LLM usage, high margin search engine-based revenue is vulnerable
2) Google Gemini is a bust. Fist the product sucks. Open AI is the preferred choice. Meta's Lama is free. X.ai will have more private content from X platform and videos from Tesla. It is going to be difficult for Gemini to make money.
3) Waymo is going to be another bust. From cost and scaling perspective Tesla's FSD and robo taxi will beat Waymo in no time. Already some auto companies are kicking the tires to license Tesla's FSD.
4) Google cloud is a distant third. Matter of time it will become irrelevant.
5) Google management is weak and Immature
Matter of time the stock will start falling big time.
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