1. Could this victory give Alp-To The Moon - Tiger Brokers Online Investing Community - To The Moon

1. Could this victory give Alphabet more room to expand in AI and cloud?

Yes. The DOJ’s proposed remedies—forcing a divestiture of Chrome and Android—would have struck at the heart of Alphabet’s ecosystem and weakened its data advantage. The court’s rejection removes that immediate overhang.

With Chrome and Android intact, Google maintains its massive user base and data moat, which are critical inputs for both AI development (training large models) and for cross-selling Google Cloud services.

Regulatory pressure isn’t gone, but this ruling gives Alphabet more strategic freedom to reinvest in AI (Gemini, DeepMind) and push harder in cloud infrastructure, where it is still behind AWS and Azure but gaining ground.

---

2. Is Google your pick for long-term holding?

For long-term investors, Google remains compelling:

AI leadership: Gemini integration across Search, Workspace, and Cloud.

Advertising dominance: Despite TikTok and Amazon encroachment, YouTube and Search remain top-tier ad platforms.

Balance sheet strength: Over $100B in cash and strong free cash flow.

Risks:

Ongoing antitrust scrutiny in both the U.S. and EU.

AI monetisation still unproven at scale compared to Nvidia (chips) or Microsoft (enterprise AI).

Verdict: Yes, it remains a solid long-term compounder, but expect volatility due to regulation headlines.

---

3. Is it the most undervalued stock among the Magnificent 7?

By traditional valuation metrics, Alphabet does look cheaper:

P/E ~24–26x (forward), lower than Microsoft, Nvidia, Amazon, and Tesla.

Strong double-digit revenue growth expected in ads + cloud.

Arguably Meta also screens as undervalued (even lower P/E, strong ad growth, massive buybacks).

Nvidia and Tesla trade at premium multiples, justified by growth stories but higher risk.

Conclusion: Alphabet is one of the most attractively priced in the Mag 7, but not the absolute cheapest if you include Meta.

---

📌 Summary:

The ruling protects Google’s ecosystem and strengthens its hand in AI/cloud expansion.

It is a strong candidate for long-term holding, supported by fundamentals and valuation.

Among the Mag 7, Alphabet is undervalued relative to peers like Microsoft and Nvidia, though Meta might be slightly cheaper.

Google All Time High! Eyes $3 Trln This Year?

The U.S. federal court has delivered a key victory for Google. The judge rejected the Department of Justice’s request to force the divestiture of the Chrome browser and Android operating system. This means Alphabet’s two most critical businesses are, for now, free from the risk of being broken up. Following the announcement, Alphabet’s stock surged more than 10%! ------- 1. Could Alphabet sprint to $3trln market cap this year? 2. Is Google your pick for long term holding? 3. Is it the most undervalued stock among Mag 7?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Eyes $3 Trln This Year?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7fb39066887541bfb54bde01037e818b}&rnconfig={\"headerBarHidden\": true}","description":"The U.S. federal court has delivered a key victory for Google.\nThe judge rejected the Department of Justice’s request to force the divestiture of the Chrome browser and Android operating system. This means Alphabet’s two most critical businesses are, for now, free from the risk of being broken up.\nFollowing the announcement, Alphabet’s stock surged more than 10%!\n-------\n1. Could Alphabet sprint to $3trln market cap this year?\n2. Is Google your pick for long term holding?\n3. Is it the most undervalued stock among Mag 7?","image":"https://community-static.tradeup.com/news/498d051fd09a815d54fbeb85cbe44691"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p><br></p>\n<p>1. Could this victory give Alphabet more room to expand in AI and cloud?</p>\n<p><br></p>\n<p>Yes. The DOJ’s proposed remedies—forcing a divestiture of Chrome and Android—would have struck at the heart of Alphabet’s ecosystem and weakened its data advantage. The court’s rejection removes that immediate overhang.</p>\n<p><br></p>\n<p>With Chrome and Android intact, Google maintains its massive user base and data moat, which are critical inputs for both AI development (training large models) and for cross-selling Google Cloud services.</p>\n<p><br></p>\n<p>Regulatory pressure isn’t gone, but this ruling gives Alphabet more strategic freedom to reinvest in AI (Gemini, DeepMind) and push harder in cloud infrastructure, where it is still behind AWS and Azure but gaining ground.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>2. Is Google your pick for long-term holding?</p>\n<p><br></p>\n<p>For long-term investors, Google remains compelling:</p>\n<p><br></p>\n<p>AI leadership: Gemini integration across Search, Workspace, and Cloud.</p>\n<p><br></p>\n<p>Advertising dominance: Despite TikTok and Amazon encroachment, YouTube and Search remain top-tier ad platforms.</p>\n<p><br></p>\n<p>Balance sheet strength: Over $100B in cash and strong free cash flow.</p>\n<p><br></p>\n<p><br></p>\n<p>Risks:</p>\n<p><br></p>\n<p>Ongoing antitrust scrutiny in both the U.S. and EU.</p>\n<p><br></p>\n<p>AI monetisation still unproven at scale compared to Nvidia (chips) or Microsoft (enterprise AI).</p>\n<p><br></p>\n<p><br></p>\n<p>Verdict: Yes, it remains a solid long-term compounder, but expect volatility due to regulation headlines.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>3. Is it the most undervalued stock among the Magnificent 7?</p>\n<p><br></p>\n<p>By traditional valuation metrics, Alphabet does look cheaper:</p>\n<p><br></p>\n<p>P/E ~24–26x (forward), lower than Microsoft, Nvidia, Amazon, and Tesla.</p>\n<p><br></p>\n<p>Strong double-digit revenue growth expected in ads + cloud.</p>\n<p><br></p>\n<p><br></p>\n<p>Arguably Meta also screens as undervalued (even lower P/E, strong ad growth, massive buybacks).</p>\n<p><br></p>\n<p>Nvidia and Tesla trade at premium multiples, justified by growth stories but higher risk.</p>\n<p><br></p>\n<p>Conclusion: Alphabet is one of the most attractively priced in the Mag 7, but not the absolute cheapest if you include Meta.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>📌 Summary:</p>\n<p><br></p>\n<p>The ruling protects Google’s ecosystem and strengthens its hand in AI/cloud expansion.</p>\n<p><br></p>\n<p>It is a strong candidate for long-term holding, supported by fundamentals and valuation.</p>\n<p><br></p>\n<p>Among the Mag 7, Alphabet is undervalued relative to peers like Microsoft and Nvidia, though Meta might be slightly cheaper.</p>\n<p><br></p></body></html>","htmlText":"<html><head></head><body><p><br></p>\n<p>1. Could this victory give Alphabet more room to expand in AI and cloud?</p>\n<p><br></p>\n<p>Yes. The DOJ’s proposed remedies—forcing a divestiture of Chrome and Android—would have struck at the heart of Alphabet’s ecosystem and weakened its data advantage. The court’s rejection removes that immediate overhang.</p>\n<p><br></p>\n<p>With Chrome and Android intact, Google maintains its massive user base and data moat, which are critical inputs for both AI development (training large models) and for cross-selling Google Cloud services.</p>\n<p><br></p>\n<p>Regulatory pressure isn’t gone, but this ruling gives Alphabet more strategic freedom to reinvest in AI (Gemini, DeepMind) and push harder in cloud infrastructure, where it is still behind AWS and Azure but gaining ground.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>2. Is Google your pick for long-term holding?</p>\n<p><br></p>\n<p>For long-term investors, Google remains compelling:</p>\n<p><br></p>\n<p>AI leadership: Gemini integration across Search, Workspace, and Cloud.</p>\n<p><br></p>\n<p>Advertising dominance: Despite TikTok and Amazon encroachment, YouTube and Search remain top-tier ad platforms.</p>\n<p><br></p>\n<p>Balance sheet strength: Over $100B in cash and strong free cash flow.</p>\n<p><br></p>\n<p><br></p>\n<p>Risks:</p>\n<p><br></p>\n<p>Ongoing antitrust scrutiny in both the U.S. and EU.</p>\n<p><br></p>\n<p>AI monetisation still unproven at scale compared to Nvidia (chips) or Microsoft (enterprise AI).</p>\n<p><br></p>\n<p><br></p>\n<p>Verdict: Yes, it remains a solid long-term compounder, but expect volatility due to regulation headlines.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>3. Is it the most undervalued stock among the Magnificent 7?</p>\n<p><br></p>\n<p>By traditional valuation metrics, Alphabet does look cheaper:</p>\n<p><br></p>\n<p>P/E ~24–26x (forward), lower than Microsoft, Nvidia, Amazon, and Tesla.</p>\n<p><br></p>\n<p>Strong double-digit revenue growth expected in ads + cloud.</p>\n<p><br></p>\n<p><br></p>\n<p>Arguably Meta also screens as undervalued (even lower P/E, strong ad growth, massive buybacks).</p>\n<p><br></p>\n<p>Nvidia and Tesla trade at premium multiples, justified by growth stories but higher risk.</p>\n<p><br></p>\n<p>Conclusion: Alphabet is one of the most attractively priced in the Mag 7, but not the absolute cheapest if you include Meta.</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>---</p>\n<p><br></p>\n<p>📌 Summary:</p>\n<p><br></p>\n<p>The ruling protects Google’s ecosystem and strengthens its hand in AI/cloud expansion.</p>\n<p><br></p>\n<p>It is a strong candidate for long-term holding, supported by fundamentals and valuation.</p>\n<p><br></p>\n<p>Among the Mag 7, Alphabet is undervalued relative to peers like Microsoft and Nvidia, though Meta might be slightly cheaper.</p>\n<p><br></p></body></html>","text":"1. Could this victory give Alphabet more room to expand in AI and cloud? Yes. The DOJ’s proposed remedies—forcing a divestiture of Chrome and Android—would have struck at the heart of Alphabet’s ecosystem and weakened its data advantage. The court’s rejection removes that immediate overhang. With Chrome and Android intact, Google maintains its massive user base and data moat, which are critical inputs for both AI development (training large models) and for cross-selling Google Cloud services. Regulatory pressure isn’t gone, but this ruling gives Alphabet more strategic freedom to reinvest in AI (Gemini, DeepMind) and push harder in cloud infrastructure, where it is still behind AWS and Azure but gaining ground. --- 2. Is Google your pick for long-term holding? For long-term investors, Google remains compelling: AI leadership: Gemini integration across Search, Workspace, and Cloud. Advertising dominance: Despite TikTok and Amazon encroachment, YouTube and Search remain top-tier ad platforms. Balance sheet strength: Over $100B in cash and strong free cash flow. Risks: Ongoing antitrust scrutiny in both the U.S. and EU. AI monetisation still unproven at scale compared to Nvidia (chips) or Microsoft (enterprise AI). Verdict: Yes, it remains a solid long-term compounder, but expect volatility due to regulation headlines. --- 3. Is it the most undervalued stock among the Magnificent 7? By traditional valuation metrics, Alphabet does look cheaper: P/E ~24–26x (forward), lower than Microsoft, Nvidia, Amazon, and Tesla. Strong double-digit revenue growth expected in ads + cloud. Arguably Meta also screens as undervalued (even lower P/E, strong ad growth, massive buybacks). Nvidia and Tesla trade at premium multiples, justified by growth stories but higher risk. Conclusion: Alphabet is one of the most attractively priced in the Mag 7, but not the absolute cheapest if you include Meta. --- 📌 Summary: The ruling protects Google’s ecosystem and strengthens its hand in AI/cloud expansion. It is a strong candidate for long-term holding, supported by fundamentals and valuation. Among the Mag 7, Alphabet is undervalued relative to peers like Microsoft and Nvidia, though Meta might be slightly cheaper.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/474801513353376","repostId":0,"isVote":1,"tweetType":1,"viewCount":223,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1888,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/474801513353376"}