robchamow
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. šŸ‘‰ Here’s what I said: ā€œFor 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.ā€ I personally added to my position. You can read it below šŸ‘‡ Roberto Chamorro $GOOG (Alphabet) $TSLA (Tesla Motors, Inc.) $GOOGL (Alphabet Inc Class A) $NSDQ100 $SPX500
robchamow
āŒ-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 ā€œjust a search engine.ā€ 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. šŸ“ŠLet’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. šŸ“ˆLet’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… ā€œGoogleā€ and ā€œYouTube.ā€ 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)
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