$Alphabet(GOOG)$ $Alphabet(GOOGL)$
The search market share threat is definitely a risk, but I feel like the market is overlooking some key developments. When you look at what’s happening in Google’s cloud business and their recent LLM updates, it’s clear there’s a lot of potential for growth there.
The cloud is only going to get bigger, and with Google’s AI advancements, they’re positioning themselves to be a major player in that space for years to come.
Plus, the stock is trading at a pretty low valuation compared to other mega-cap names, which is something the market isn't fully appreciating. When you factor in their forward EPS growth rates, they’re actually outpacing some of the other big names in a meaningful way.
To me, GOOG looks like one of the best buying opportunities in the mega-cap market right now.
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