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Posted by
Two Blokes Jul 17 -
Filed in
Stock
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3 views
Alphabet is significantly undervalued, especially given its robust advertising business and rapid growth in Google Cloud. Applying fair multiples to Google's ad and cloud businesses suggests substantial upside, with the current market cap not reflecting these strengths. Concerns about AI competition are overblown; Google's core businesses remain dominant, and AI integration is driving new growth across products.
