-
Posted by
Two Blokes Jun 23 -
Filed in
Stock
-
2 views
Google is significantly undervalued due to fears about AI competition and regulatory risks, despite extraordinary innovation and operational improvements. I expect Q2 to deliver accelerated growth across Search, YouTube, and Google Cloud, with AI-driven ad pricing and engagement fueling revenue upside. Current valuation offers a rare opportunity: at 17x earnings, the market expects revenue deceleration and near-term disruption, while I expect exactly the opposite.
