$GOOGL
hereās my opinion on $GOOGL and when Iām planning to buy it š
Iām not in yet but Iām watching closely and quantum is a big reason why.
three days ago Trump signed two executive orders to accelerate quantum computing in the US, with Googleās president Ruth Porat standing right there in the Oval Office alongside IBMās CEO. thatās not a coincidence. Google has been the loudest voice in the room on quantum for years and the government just handed them a tailwind.
Googleās Willow chip completed a computation in under five minutes that would have taken the best classical supercomputer 10 septillion years. thatās not a marketing slide. thatās a generational leap in compute that most people donāt even understand yet.
the administration also directed $2 billion from the CHIPS and Science Act specifically toward quantum computing companies. that capital has to go somewhere and Google is at the front of the line.
the reason I havenāt bought yet is valuation. $GOOGL is a $2 trillion company and I want to see a better entry, either a broader market pullback or a rotation out of mega cap tech that gives me a cleaner price. the business doesnāt need my validation. I just want to pay the right price for it.
when quantum goes from āimpressive benchmarkā to ācommercial revenue streamā this stock gets re-rated. I want to be in before that happens. š”
(Not investment advice.)
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