robchamow @robchamow: "Google is my top position..."

Roberto Chamorro gilaberte shared a post via Roberto Chamorro gilaberte

Spain

Google is my top position in the portfolio. 🟢 Up +14% in just a few days. Congrats to my copiers who didn’t sell on May 7th, and to all my followers. I shared a post with my thoughts at the time. 👉 Here’s what I said: “For me, it’s a great opportunity to add weight — this is not a buy recommendation and you should always do your own analysis — but it was trading at a P/E of 15 for this year, if we adjust for cash, debt, and buybacks… a great opportunity.” I personally added to my position. You can read it below 👇 Roberto Chamorro $GOOG (Alphabet) $TSLA (Tesla Motors, Inc.) $GOOGL (Alphabet Inc Class A) $NSDQ100 $SPX500

Roberto Chamorro gilaberte

Spain

about a month ago

❌-8%. Let me share my view on $GOOGL (Alphabet Inc Class A). The market seems to be pricing in a collapse of Google Search that simply isn’t happening. Google is no longer “just a search engine.” The company is undergoing a strategic shift—toward becoming a diversified powerhouse in cloud, video, AI, and automation. And all of that… is currently trading at ~15x earnings when adjusted for cash, debt, and buybacks. 📊Let’s put things in perspective: • Google Cloud is already generating $50B/year. Applying a 15–20x multiple, that segment alone could be worth $750B to $1T. • YouTube + YouTube Premium could be worth $600B using Netflix-like valuation multiples. • Together, these two units already represent 70% of Alphabet’s market cap (~$1.88T). • Search—still the cash machine—continues to grow at +10% YoY, despite increasing competition. • Gemini, Google’s AI model, is currently outperforming OpenAI and xAI in Polymarket betting odds. • Waymo (autonomous driving) and DeepMind (AI) are massive optionalities still largely unpriced. 📈Let’s not forget: Google Search, which still drives ~50% of Alphabet’s revenue, is not in decline. In fact, it’s still adding users annually, even as new LLMs try to compete. Need proof? The most searched terms on Bing are… “Google” and “YouTube.” For me, this is a strong candidate to add weight. (Not investment advice — do your own research.) But at 15x earnings adjusted, I see a clear opportunity. I added to my position. Roberto Chamorro $GOOGL (Alphabet Inc Class A) $MSFT (Microsoft) $NSDQ100 (NASDAQ100 Index (Non Expiry)) $GLD (SPDR Gold) $BTC (Bitcoin)

5 Mentioned

GOOG

Alphabet

TSLA

Tesla Motors, Inc.

GOOGL

Alphabet Inc Class A

NSDQ100

SPX500

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