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Posted by
Two Blokes Jul 26 -
Filed in
Stock
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2 views
Alphabet remains undervalued despite strong fundamentals, with a forward P/E of 19x compared to Microsoft's 37x, and 13.8% YoY revenue growth in Q2. Google Search, which generates 56% of total revenue, is under threat from ChatGPT, but so far continues to grow and monetize effectively. Gemini 2.5 is being aggressively deployed across Google's ecosystem — including YouTube, Android, Search Ads, Photos, and Workspace — to close the AI gap with OpenAI.
