2/4/25 - $googl - Why not. Buy into EPS

4 feb

2/4/25 :: VROCKSTAR :: GOOGL
Why not. Buy into EPS

- i've always liked 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 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

4 feb

Trade attivo

welp. the enterprise fail holding this down. perhaps SNAP will help me paper over some of these gains.
hard to listen to this call. sundar is so hard to listen to. googl needs to get sunset this d00d and find someone else. idk how any employee would be inspired listening to this guy. zuck has so much more energy. there's a lot to be said about founder-ceo pairs.

gl to holders, valuation remains attractive but this speech is just so dayum boring. yuck.

V