Hello everyone! Today i want to share some trading ideas with you!
1.
This is mind blowing about $Alphabet(GOOG)$ :
Its capex jumped $20 billion from 2023 to 2024.
If they didn’t spend $20 billion more in 2024, it would now have a TTM income around $130 billion and the stock would be trading at just 15 times trailing earnings..
Cheapest mega-cap by far.
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