As Alphabet prepares for a competitive earnings season, its stock maintains a premium over Microsoft's despite challenges in the cloud computing arena. A potential SpaceX IPO could reveal hidden gains for Alphabet valued at $100-120 billion, while Meta is projected to surpass Alphabet in digital ad revenue by year-end. Additionally, Alphabet's partnerships for next-gen AI chips with Marvell Technology showcase its ongoing commitment to innovation amidst these pressures.
“But it explains why we why today we own Alphabet and Amazon and Facebook.”
“some of this economic data that you're pointing to that comes out tomorrow, and when earnings season really kicks off next week, I think that could be the lifeline that gets the market off, much less beholden to the headlines than it is now.”
“I think Q1 earnings are going to be strong. I think the guidance we're going to see a little bit of a bifurcation here.”
“as a value investor at heart, you know, I always start at the balance sheet and you know, Alphabet and Microsoft this year are off substantially there.”
“If we take alphabet in particular, alphabet had their other bets division, which was in, you know, something investors hated for years. It was just seen as them lobbying money into a black hole of Waymo. Well, it turns out if we think. And what's really in that other Bet segment, about ten years ago, they made a $900 million investment in space at alphabet.”
“Alphabet is facing stiff competition in the cloud computing space from Microsoft MSFT and Amazon AMZN.”
“Alphabet shares are trading at a premium compared with Microsoft, shares of which are trading at a P/E multiple of 22.83.”
“→ Anteil an SpaceX: rund 6,11 %”
“→ könnte plötzlich dreistellige Milliardenwerte sichtbar machen”
“Ein Börsengang würde den Wert erstmals transparent machen.”
“Alphabet könnte mit SpaceX einen der größten stillen Gewinne der Tech-Welt heben.”
“$GOOGL & $TSLA lead the MAG7 for the next 4 months.”
