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Posted by
Two Blokes Jul 1 -
Filed in
Stock
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4 views
Waymo is arguably Alphabet Inc.'s most exciting and highest-growth-opportunity business right now. Competition constraints in the long term from Tesla are severe, but Waymo can iterate, and the market will be large enough for both players to succeed. Waymo could become 10% or more of Alphabet stock's valuation by 2040 if management execute well in what will become an aggressive arena.