Google Cloud's Growth: A $600 Billion 'Garbage' Business? Buy the Dip!

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Google Cloud's Growth: A $600 Billion 'Garbage' Business? Buy the Dip!

Travis Hoium
2025-02-06

If Google $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Cloud can only grow at 30% per year, it will only be a $600 billion business with maybe $120 billion in operating income a decade from now.

Just a garbage business. Please sell this stock...so I can buy more.

Image

GOOG is the one hyperscaler increasing capex significantly from Q4 2024 run rate thru 2025.

What if GOOG has to increase capex faster than other hyper scalers because it has the best AI applications AND the best distribution (search, Android, YouTube, Chrome, Maps, etc)?

A plausible theory.

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Tiger_CashBoostAccount
·2025-02-06
Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies."Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs.
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Brando741319
·2025-02-08
Good
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Buy the Dip!","html":"<html><head></head><body>If Google <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Cloud can only grow at 30% per year, it will only be a $600 billion business with maybe $120 billion in operating income a decade from now.Just a garbage business. Please sell this stock...so I can buy more.<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/2908a2fd7d09b74693b4aa688e2db18f\" tg-width=\"680\" tg-height=\"383\">ImageGOOG is the one hyperscaler increasing capex significantly from Q4 2024 run rate thru 2025. What if GOOG has to increase capex faster than other hyper scalers because it has the best AI applications AND the best distribution (search, Android, YouTube, Chrome, Maps, etc)? A plausible theory.</body></html>","htmlText":"<html><head></head><body>If Google <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Cloud can only grow at 30% per year, it will only be a $600 billion business with maybe $120 billion in operating income a decade from now.Just a garbage business. Please sell this stock...so I can buy more.<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/2908a2fd7d09b74693b4aa688e2db18f\" tg-width=\"680\" tg-height=\"383\">ImageGOOG is the one hyperscaler increasing capex significantly from Q4 2024 run rate thru 2025. 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Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs.\n <ul style=\"\"><li><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" class=\"\">How to open a CBA.</a>\n </li><li><a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" class=\"\">How to link your CDP account.</a>\n </li><li><a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" class=\"\">Other FAQs on CBA.</a>&nbsp;\n </li><li><a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" class=\"\">Cash Boost Account Website.</a>\n <img src=\"https://community-static.tradeup.com/news/9cacb64c02a7bc16143db1b24ccaf6e6\" tg-width=\"1080\" tg-height=\"1080\">\n </li></ul>","text":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs.\n <ul style=\"\"><li><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" class=\"\">How to open a CBA.</a>\n </li><li><a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" class=\"\">How to link your CDP account.</a>\n </li><li><a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" class=\"\">Other FAQs on CBA.</a>&nbsp;\n </li><li><a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" class=\"\">Cash Boost Account Website.</a>\n <img src=\"https://community-static.tradeup.com/news/9cacb64c02a7bc16143db1b24ccaf6e6\" tg-width=\"1080\" tg-height=\"1080\">\n </li></ul>","html":"Great job on your latest stock market success! 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