$GOOGL is two companies wearing one trench coat right now. Company one: search & YouTube. Ads print cash like it's 2015. Best business on the internet. Company two: Gemini 4 Argon just dropped. 1 million output tokens. 15X the old limit. Cloud grew 82% & the backlog is over $514B. Google is testing its own AI chips in ORBIT. But the bill is REAL. $195B+ in capex this year & free cash flow went negative. $META's free AI agents are coming for subscriptions. $MSFT isn't sitting still in the cloud either. I'm long $GOOGL & I'm not selling. Long-term buy & hold for me. Pick a side. Are you buying $GOOGL for the cash machine or the AI future? Where do you stand? 👀
1,254 views
4 Comments
Jason
@jason_the_blerd · 18d
$GOOGL is actually fairly valued right now. $AAPL is over valued
TJ
@tj314 · 18d
Google is a cash machine but is it too expensive is really the question.
David Monroe
@d0p3y71 · 18d
I like Goog but I’m cautious about where they are headed as there has been a great deal of upheaval lately. They have great potential to be a breakout star ⭐️ but Meta is crouching in on them with Muse. Then there is the Capex issue and they depend heavily upon NVDA still. I’ll keep buying more tho
See the full comment section 👀Sign up for the full Blossom experience!
