$GOOG Pops Big, Valuation Still Low — $3T Club Next?
$Alphabet(GOOG)$ has been on fire and hits new highs as it beats DOJ.
Latest earnings show revenue and profit both beat expectations, driven by strong growth in cloud and search advertising. At the same time, Google is finally reaping the benefits of AI — enough that management raised full-year Capex guidance, signaling its determination to invest aggressively in transformation.
For shareholders, the big question now is: what’s next? Some are asking whether to buy more, trim, or just hold. After all, the stock has run hard in a short time.
Valuation Check: Still the Cheapest of the Mag 7
Even after the post-earnings rally, Google remains the lowest P/E (Bloomberg’s BEst PE)among the Mag 7.
Last year, when Nvidia was heading to $3 trillion with a P/E around 40.
Of course, Google is unlikely to command Nvidia’s 50x multiple — but relative to its peers, it’s at a relative low level when we look at 5 year journey.
Strategic Vision: M&A Strength
Google also has a history of making some of the most successful acquisitions in tech history — three of the top five ever — proving its long-term strategic vision. Well-executed deals can create tremendous shareholder value, while poorly managed ones can destroy it. So far, Google’s track record leans toward the former.
$3 Trillion Target: Possible in 2024?
With strong financials, a leaner valuation, and renewed AI momentum, Google could realistically push toward the $3T club this year. But risks remain: regulatory pressure, competitive threats, and the possibility of growth slowing if AI monetization lags.
So, is now the time to sell into strength — or hold for the next leg up?
Questions for You
Do you think Google will hit $3 trillion in 2025?
Given the lowest valuation among the Mag 7, is Alphabet still a choice for you now?
Is it smarter to hold a diversified Mag 7 basket $Roundhill Magnificent Seven ETF(MAGS)$ or bet on one or two leaders?
Would you consider selling $Alphabet(GOOG)$ and take profit given 20% YTD?
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I believe Alphabet has the fundamentals and execution to join the $3T club as early as 2025. Its track record in M&A and ability to scale new technologies give me confidence this isn’t just hype — it’s a real transformation that can drive sustainable growth. Regulatory noise will always be there, but it hasn’t derailed the story so far.
For me, this is a stock to hold, not trim. I’d rather ride the next leg up than lock in small gains now. While a diversified Mag 7 basket makes sense, I’m keeping my direct exposure to Google because I see it as one of the clearest leaders in the AI race.
@Tiger_comments @TigerStars
Alphabet仍然是Mag 7中引人注目的选择，因为其估值低于同行、强劲的自由现金流以及长期趋势的敞口
投资像MAGS这样的多元化ETF可以将风险分散到顶级科技公司，而选择个股可以通过正确的选择提供更大的上涨空间，因此将两者结合起来是平衡风险和回报的实用方法
强势抛售有助于在不确定性期间锁定利润，但持有下一轮上涨取决于对Alphabet长期增长动力的信心；最佳选择取决于个人风险承受能力和投资目标
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