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u/sideoframranch

Reddit r/ValueInvesting
· tracked since Jul 2026
Calls
1
Win Rate
0.0%
return
-0.1%
Calls 1 1 Posts tracked · 1.0/day Posted today
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30d 1
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GOOG Long -0.1%
Most Mentioned
GOOGL ×1
Recent Calls
GOOG Long 11 hours ago
Win Rate 0% Long 1 Short 0
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Average Return -0.1% Long Return -0.1% Short Return -
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GOOG Alphabet... Alphabet Inc. (Class C)
Long
Jul 18
$346.12
-0.1%
Google owns core digital assets (search, YouTube, Android) and is investing heavily in AI infrastructure (TPUs, Gemini) while buying back shares aggressively. The market is not fully pricing in the durability of these cash flows or the AI growth catalyst, creating a valuation gap vs. peers. Long GOOG as a compounding machine with a manageable downside due to strong free cash flow and a buyback tailwind. Regulatory antitrust actions, AI competition from Microsoft/OpenAI, ad revenue slowdown, or a broader tech correction.
Google owns core digital assets (search, YouTube, Android) and is investing heavily in AI infrastructure (TPUs, Gemini) while buying back shares aggressively. The market is not fully pricing in the durability of these cash flows or the AI growth catalyst, creating a valuation gap vs. peers. Long GOOG as a compounding machine with a manageable downside due to strong free cash flow and a buyback tailwind. Regulatory antitrust actions, AI competition from Microsoft/OpenAI, ad revenue slowdown, or a broader tech correction.
Hyperscalers
REDDIT
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u/sideoframranch has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: GOOGL.