$Alphabet(GOOG)$ $Uber(UBER)$ 🚨🚀🧠 𝑴𝒊𝒔𝒑𝒓𝒊𝒄𝒆𝒅 𝑴𝒐𝒏𝒐𝒑𝒐𝒍𝒚? $GOOG’s Moat Is Expanding, Not Shrinking 🧠🚀🚨

While everyone’s distracted by headlines claiming Google’s search empire is dying, the numbers tell a very different story, and the market may be brutally mispricing the most dominant digital utility of our time.

Let’s break it down.

📊 Q1 2025 Results (Ex-TAC):

• Revenue: $88.3B (+12% YoY, beat $86.5B est)

• Adj. EPS: $2.12 (+37% YoY, beat $1.95 est)

• FCF: $17.8B

• Search: +10%

• YouTube Ads: +10%

• Cloud: +28%

• Subscriptions: +19%

• Dividend yield: 0.51% (highest ever)

💡 Yet $GOOGL is trading at ~15x forward P/E and sits below its intrinsic value ($156.60 vs $154.28 current). This is rarefied air for a Mag7 stock with a fortress balance sheet, 35%+ net income margin, and $100B+ in trailing earnings.

🧠 Structural Strengths:

• Chrome’s global mobile browser share is holding strong at 67.1%, a decade of dominance without erosion

• Cloud now generates $50B per year. At 20x sales, that’s worth $1T on its own

• YouTube (valued at Netflix comps) = $500B+

• Combined, Cloud + YT = ~75% of Google’s market cap, excluding Search

And yet, people still call this a melting ice cube.

🧭 Free Cash Flow Yield vs Growth:

Only $GOOG and $UBER land in the sweet spot:

FCF Yield > 4%

Revenue Growth > 10%

That elite quadrant is empty otherwise. Most high-growth tech, like $PLTR and $TSLA, offer 0% yield and sky-high valuations.

🎯 Mag7 Showdown ~ Alphabet Scores Top 3:

1. $NVDA – Overvalued 51.2%

2. $META – Overvalued 26.0%

3. $GOOG – Undervalued 2.5%

4. $MSFT – Overvalued 1.4%

5. $AAPL – Overvalued 58.6%

6. $TSLA – Overvalued 93.3%

7. $AMZN – Overvalued 60.7%

Alphabet is the only name with growth, margin, and value in this mix!

🔬 AI Wars: Gemini Is Rising

Gemini traffic surged +19.36% MoM in April, outpacing all major GenAI sites. While others decline, Google’s ecosystem is expanding, not just with AI, but with ad spend, subscriptions, and Waymo on the horizon.

📌 Income statement shows strength across the board:

• Gross profit: $203.7B (+17%)

• Operating income: $112.4B (+33%)

• Net income: $100.1B (+35.7%)

• R&D: +8.6%, SG&A: -5.3%

Margin expansion plus cost discipline equals alpha.

🎙️ Evercore’s Mahaney:

“At the end of the day, what matters to the P&L is search revenue growth, and that’s been consistently low double digit. If they keep improving quality for users and advertisers, people will bid more for premium search leads.”

Let’s not forget the $8B SpaceX gain sitting inside net income this quarter. Capex is rising, but depreciation isn’t, a sign of efficiency, not bloat.

🔥 The Technicals?

After a sharp correction, $GOOG has stabilised and may be forming a new base at ~$150. MACD is flattening, and RSI is neutral. It’s not a falling knife, it’s a spring coiling!

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Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

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