InvestIdeas

$GOOGL is primarily an advertising company, which is why an economic slowdown could have a rather significant impact on revenues. The first expense that struggling companies cut is advertising.
https://x.com/Mayhem4Markets/status/1816446418401296582

not vested

Alphabet Inc (GOOGL US / GOOG US) - Going on the offensive across multiple AI fronts

Alphabet dominates the online search market, with Google capturing over 90% of the global share and over 80% of the US share. We expect Google to maintain its leadership position in the search space.

Alphabet operates various segments such as Google Services, Google Cloud, and Other Bets.

The Google Services segment includes a range of products and services such as advertisements (ads), Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search and YouTube.

The Google Cloud segment consists of Google Cloud Platform (GCP), Google Workspace, and other enterprise services.

Within its Google Cloud Platform, the company offers solutions such as cybersecurity, databases, analytics, and AI offerings, including their AI infrastructure, Vertex AI platform, and Duet AI for Google Cloud.

As for Google Workspace, it comprises cloud-based communication and collaboration tools for enterprises, including calendar, Gmail, Docs, Drive, Meet, and other enterprise services.

The Other Bets segment focuses on selling healthcare-related services and internet services. BUY.

Source: OCBC

Alphabet Shares Tumble After Losing DoJ Antitrust Suit Over Search
https://www.zerohedge.com/markets/alpha ... ver-search

FTC Says Google Antitrust Ruling Goes Beyond Epic Games, Hints Tech 'Monopolist' Should Be Broken Up
https://www.zerohedge.com/technology/ft ... -should-be

not vested

Alphabet Inc (GOOGL US / GOOG US) - Ruling against Google

Alphabet dominates the online search market, with Google capturing over 90% of the global share and over 80% of the US share.

We expect Google to maintain its leadership position in the search space.

Alphabet operates various segments such as Google Services, Google Cloud, and Other Bets.

The Google Services segment includes a range of products and services such as advertisements (ads), Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube.

The Google Cloud segment consists of Google Cloud Platform (GCP), Google Workspace, and other enterprise services.

Within its Google Cloud Platform, the company offers solutions such as cybersecurity, databases, analytics, and AI offerings, including their AI infrastructure, Vertex AI platform, and Duet AI for Google Cloud.

As for Google Workspace, it comprises cloud-based communication and collaboration tools for enterprises, including calendar, Gmail, Docs, Drive, Meet, and other enterprise services.

The Other Bets segment focuses on selling healthcare-related services and internet services. BUY.

Source: OCBC

Top value fund manager says Google-parent Alphabet is deep-value stock

by Dan Weil

Alphabet's forward PE ratio is 19.2 using 2025 estimates, according to Nasdaq.com. Its 5-year PE range is 16.6 to 38, and its average PE over that period is 26.7,

Source: The Street

https://finance.yahoo.com/news/google-p ... 00531.html

GOOGL Tumbles After Judge Rules Tech Giant Must Open App Store To Competition
https://www.zerohedge.com/technology/go ... ompetition

not vested

Alphabet Inc (GOOGL US / GOOG US)

Recommendation : BUY
Fair Value : USD 211.00


OPENING SALVO

The US Department of Justice’s (DOJ) initial remedy framework indicates authorities could propose multiple remedies, some involving structural changes

Multiple pathways from here, with the DOJ likely to provide a more detailed proposal on 20 Nov.

Legal headwinds could affect valuations, but fundamentals should come back into focus again as we head into the reporting season.

We continue to lean constructive on Alphabet’s ongoing innovation initiatives, inroads into artificial intelligence (AI) and Generative AI (GenAI) in the cloud segment

Alphabet dominates the online search market, with Google capturing over 90% of the global share and over 80% of the US share.

We expect Google to maintain its leadership position in the search space. Alphabet operates various segments such as Google Services, Google Cloud, and Other Bets.

The Google Services segment includes a range of products and services such as advertisements (ads), Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube.

The Google Cloud segment consists of Google Cloud Platform (GCP), Google Workspace, and other enterprise services. Within its Google Cloud Platform, the company offers solutions such as cybersecurity, databases, analytics, and AI offerings, including their AI infrastructure, Vertex AI platform, and Duet AI for Google Cloud.

As for Google Workspace, it comprises cloud-based communication and collaboration tools for enterprises, including calendar, Gmail, Docs, Drive, Meet, and other enterprise services.

The Other Bets segment focuses on selling healthcare-related services and internet services.

Source: OCBC

Google Turns To Nuclear To Power Its Data Centers
https://www.zerohedge.com/energy/google ... ta-centers

Will The U.S. Break Up Google?
https://m.youtube.com/watch?v=WaEdUjfs4xI