2/4/25 - $googl - Why not. Buy into EPS2/4/25 :: VROCKSTAR :: NASDAQ:GOOGL
Why not. Buy into EPS
- i've always liked NASDAQ:META more
- but seeing they're exposed to the same trends, the deepseek BS should be (and mkt has agreed, at least temporarily), a net +ve to software-first businesses esp w their own language models and esp native inference chips (TPUs at google don't seem to be in the multiple).
- low 20x PE, 3.5% fcf yield, growing DD and a consumer that has proven to be resilient in 4Q vis a vis subscription names like NYSE:SPOT , or consumption names like $meta...
- worth a roll esp bc chart has good upside to let run into price discovery
- keeping it small, but setup seems to favor a small punt long
whatcha think anon?
V