Ives Robbins
04-02

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Cheapest mega-cap stock by far.

Investors are overly pessimistic about the future of the search yet the search volume is increasing and so does commercial queries' share of search.

Gemini 2.5 Pro is the most advanced AI model yet and they haven't even started monetizing it properly.

Youtube has the largest share of screen time and Waymo is the only commercial robo-taxi business that is active in multiple cities.

17 times forward earnings is a bargain for such a quality business.

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Comments

  • VivianChua
    04-02
    VivianChua
    Nice 💚💚💚
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