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fuddie
07-27 20:51

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ It feels like the market has suddenly decided Google isn't worth much anymore, mainly because of the heavy spending. But if you look at what Google is actually saying, they have 514 billion in backlog orders. The logic is that if they spend 200 billion in CapEx, they can capture that 514 billion in return, with about 257 billion of that expected in the next 24 months. The market seems to think Google's math is wrong here. To me, the market's take looks pretty shortsighted.

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