Happy post-valentines day, hope some of you made profits and love!
Here's my picks for the coming week $Alphabet(GOOGL)$
BABA - great momentum, earnings call in a few weeks
NVDA - this week would be the pre earnings run.
Let's just talk about Google today, grab your coffee.
Even the best stocks sometimes face temporary setbacks—and that’s exactly what’s happening with Google right now. After recent highs driven by market euphoria and strong earnings, Alphabet’s shares have pulled back, presenting an attractive “buy the dip” opportunity for savvy investors.
Recent market reactions have weighed on Google’s stock price due to concerns over its aggressive capital spending plans and short-term revenue headwinds. While many headlines have focused on heavy AI investments and the challenges of scaling cloud capacity, these issues are largely short-term. The market’s focus on these factors has pushed the stock down from its recent highs, creating an entry point that doesn’t reflect Google’s true long-term value. The price has been holding steady for 2 weeks at the current range of $183 - $185 shows the strong support in Google.
Top-tier analysts remain optimistic about Google’s fundamentals. J.P. Morgan’s Doug Anmuth, for instance, projects robust growth in the company’s core Search ad business—expected to expand by 11% in 2025—and sees significant upside in Google Cloud and YouTube subscription services. With a price target in the low $230s, Anmuth’s outlook indicates that the current dip is a temporary blip in an otherwise strong growth story.
Moreover, many of the headline-grabbing innovations—like the quantum chip Willow and the AI model Gemini 2.0—have already been widely recognized and priced in. Rather than representing new breakthroughs, these milestones serve as proof of Google’s ongoing commitment to innovation, which continues to drive operational excellence and market leadership. Now, the focus should shift from past achievements to the compelling opportunity presented by the current market correction.
By buying the dip, investors can capture a high-quality asset at a discount, positioning their portfolios for the inevitable rebound as the market corrects its short-term fears. With a solid track record, resilient core revenue streams, and a clear strategic vision, Google remains one of the most formidable forces in the tech sector.
We might be in for a rebound soon, I have been nibbling at $185 and hope we can close February in a happy note.
@TigerStars @CaptainTiger @jace0777 @koolgal @lwk @AyKing @Buffett Investment Tracker
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