Big milestone for GOOGL – hitting $3T shows just how much Wall Street is betting on AI + cloud scaling. Valuations this rich can get choppy short-term, but long-term they’re still printing cash and expanding moat. Hard to fade a balance sheet that strong.
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Big milestone for GOOGL – hitting $3T shows just how much Wall Street is betting on AI + cloud scaling. Valuations this rich can get choppy short-term, but long-term they’re still printing cash and expanding moat. Hard to fade a balance sheet that strong.
I treat GOOG like an ETF