Calls
1
u/Delicious_Invite_127
Reddit r/ValueInvesting
Win Rate
0.0%
return
-4.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 08
$367.03
-4.0%
Author asserts Google’s core businesses (AI Search, Android, GCP, YouTube) are dominant and growing, with unmonetized moonshots worth trillions. Belief that current valuation (back to historical PE ~30x) ignores the sum-of-parts from Gemini, Deepmind, Waymo, and other holdings, creating upside. GOOGL is a buy based on strong fundamentals plus huge optionality; market underestimates future monetization of AI/autonomous driving. Regulatory antitrust actions, AI competition from Microsoft/OpenAI, slowdown in ad revenue, failure to monetize moonshots, or a broader tech correction.
Author asserts Google’s core businesses (AI Search, Android, GCP, YouTube) are dominant and growing, with unmonetized moonshots worth trillions. Belief that current valuation (back to historical PE ~30x) ignores the sum-of-parts from Gemini, Deepmind, Waymo, and other holdings, creating upside. GOOGL is a buy based on strong fundamentals plus huge optionality; market underestimates future monetization of AI/autonomous driving. Regulatory antitrust actions, AI competition from Microsoft/OpenAI, slowdown in ad revenue, failure to monetize moonshots, or a broader tech correction.
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u/Delicious_Invite_127 has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: GOOGL.
