Position in YouTube, search and now Gemini.
It Also invested in space X 10 years ago and
this Proved immensely profitable. Still
undervalued & I expect it to tp around 450.
Ignore the Noise on capex spend. Buy before
Earnings release this week.
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- snuggix·10-26 17:54Cloud margin is the bigger tell this quarter. If AI capex keeps climbing, that guidance matters more than the YouTube ad beat lol1Report
- ChrisColeman·10-26 17:54Undervalued feels like a stretch. If your DCF bakes in cloud reacceleration, the stock already looks priced for a lot of the AI upside lol1Report
