Is Google still a buy After The AI mess? GOOGL stock
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- เผยแพร่เมื่อ 27 ก.พ. 2024
- Friends! In this video, I'm going to do a google stock analysis and talk about the risks and upside potential of googl stock
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Numerous individuals express disdain for Google, claiming that it lacks a promising future. However, despite this sentiment, a significant portion of these same people continue to frequent TH-cam, a platform owned by Google. 🤣😂😅
They didn’t MAKE TH-cam 😂 Everything they make is outdated or garbage. 🎉
TH-cam and Google Search. Enough said.
I greatly appreciate these timely update videos!
Thank you for the video.
Can you please do a break down of BUD?
I have it at an expected return of 18% using DCF model….
FV at 10% DR: $590
FV at 15% DR: $225
…20% DR: $125.
Huge opportunity for a sure, stable grower that could surprise to the upside.
Pulling Gemini was a mistake. I nearly peed myself when I saw the images it generated, I could easily spend a few hours a day having fun with that! That's comedic gold, and they took it down.
imagine that about a dozen of highly paid managers approved releasing it :)
@@asdfghjkl1755The WWII German soldier images are priceless :D
Numbers speak. And the earnings of Google still increasing, also the company is buying their own stock, so there you have an extra
Where do you think all of the ai models get a good deal of their information from , “Google ,,if it dips I’ll buy in stages when I can
from google? Google doesn't host any content and they don't own the rights to the content they point to. If anything, the only argument for google right now is that it acquired rights to use reddit. Gemini might not be as smart as gpt but it sounds more natural and very great at creative writing.
@@kaynkayn9870 your right gpt is alot better,, & I like to use it every now & then ,in terms of information, ai bots scrape data from various publicly available sources like search engines including things like youtube & social media platforms to identify trends & provide information on various topics 🙂
Pretty clear the culture at google is not focused on making great products for its customers or producing value for shareholders it would be nice if they cut the activists from the staff and considered a management shake up. I’m holding for now, I’d consider adding if P/FCF gets back down to 17-18
They were trading at 19x P/FCF at the end of 2022. People always tell themselves they are going to buy something if it drops to a certain level, but never buys when it goes there. Basic human psychology.
That’s when I bought my position!
Definite over reaction. If Mr. Market wants to give me a discount, I will gladly take it.
Nobody is leaving legacy search. Nobody is leaving TH-cam.
Stock goes down more than it should've
I've left legacy search and my life is loads easier. No time to sift through the google search results and waste time. I just let Bing copilot do the research and give me the results. Gemini has been neutered beyond use like another user mentioned below.
ITS A BUYYYYYYYYYYYYYYYYYY
I love u. ❤️ also first
Eventually everyone will figure out what a discount it is and the ones that recognize it now will be rewarded.
Is this just a repeat of what happened to meta couple years ago when it was done and beaten down etc
Meta’s problem was the spending and strategy mistake with the “metaverse”. They course corrected. GOOG’s problem is lack of product focus/vision, poor execution, and incompetent leadership. Much harder to address.
@@loganlasvegas Meta is still losing money on reality labs or whatever it is called. But their "year of efficiency" made people forget why they hated Meta in the first place. Everyone hated Disney until the most recent quarter. Everyone wants a piece of DIS now.
@@barryallen6927 META was in a very deep shit compared to google which balance sheet is perfect
Google will hopefully spin-off TH-cam and current Google shareholders get a piece of the TH-cam security👀
SNOW goes down 20% after CEO announces he'll step down.... looks like a big over-reaction! could be an interesting company to take a peek!
I tried Gemini. I found it ridiculous! Driven by the fear to not screw up, they neutered it completely. I asked for a way to port a Chrome extension to Firefox and it told me it wouldn't be ethical to circumvent a browser's security. I asked it to write a paragraph about the efficacy of creating an LLM model with ethical constraints that come not from philosophical treaties on ethics, but from 25 year old middle managers and it refused, because it would be "too spicy". I asked it to tell me of a book or movie about a Mexican queen trapped by bandits and it gave me three items that it itself said it had nothing to do with bandits or queens, but were about Mexican women feeling trapped in their lives. And so on and so on.
Saying that Gemini is woke would be an understatement. Instead, it's like Robocop 2. There is NO WAY that these public domain AIs will be useful for anything in the long run. The ones you can install on your machine, train on whatever you want and prompt whatever you like, those are the future, but how can they monetize them?
Truly scary... just look at our educational establishment as well as Democratic Party.... horrible.... both are completely infected with political correctness that is based on race, class, gender, sexual orientation, etc. victimhood gradations.
You are missing the point- argument is who would use google search if you can have curated answers to your questions from chat GPT
thats why I said it could hurt google but not anytime soon, not for now
Because chatgpt is not for everything, yes it helps with some questions but sometimes you need more resources and more points of view. Also chatgpt doesn't have today data
Anyone remember headlines about sex-obsessed Nazi Microsoft chatbots? There's gonna be hiccups. Learning from other's mistakes, you make your own.
Google McDoogle
I bought at 138 USD. I am very confused on what to do now...
My very amateur opinion: I wouldn't worry if I bought GOOG at $138 for the long term (at least 1 year + one day). Also, I'd buy every month more (time and quantity based on my investing budget) as long as the price is below my cost average. But that would be my plan buying it for long term, not as a swing trade. Always, ALWAYS make a plan when you buy stocks and follow it.
Sell
sell sell sell
@@hernstv grow up
@@dGooddBaddUgly clueless
Lost reputation on AI (gemini sexist and racist bias) and are losing moat on search and advertising. A big NO.
But alphabet earn tons of money but still they want fairytales like tesla or palantir
Google is the Bud Light of stocks
What AI mess? The Modi 'controversy'?...the only problem with Google's AI in this case is it hasn't learnt when to lie for diplomatic reasons
No, the whole thing about asking gemini to generate a picture of certain characters and not being able to generate them correctly
Good video. I actually sold GOOG today. I really don't want to own stocks that are politically controversial. I don't think it helps the business. For this reason I have long ditched and not looking again at DIS.
smh
I do the exact opposite 😂 I made a really nice return buying all the companies conservatives were boycotting last year. Target is still Target, they still make billions of dollars a year, but thanks for giving me a good entry price from political disagreements
looks like a falling knife under $120 may be interesting
I bought Google PUTS with 135 strike price and an expiry date in Jan 2026. I bought them a few months ago and love watching one blunder after another.
smh
No! Toxic company
you are toxic
Nope, still not a buy. Google has peaked. Not going away, but peaked. Was very long goog but as I've mentioned here a bit over the past year or so they are trapped in a secular doom loop. They of course have the capacity (data) to develop gen ai search, but they know that would effectively put them in direct competition with their broader much higher margin much less competition legacy search (SEO) empire. Google is in an unenviable postion of defending the relevance of legacy search for the first time ever. Still a cash cow, but it has peaked...bottom line for google to maintain peak relevance they want gen ai to continue performing in the background, optimizing their SEO juggernaut. On the other hand, competition wants/bringing gen ai to the front of our pieholes. Google doesn't want that, hence their very bizarre foray into front-facing gen ai. They are on *defense* for first time ever and i owe much of my success as an investor to avoiding companies on defense...and now i must watch your video my man..
no
I’m buying more. Easy money maker and almost a double up in about 24 months
At best any business with decreasing relevance is dead money. Google has finally met its match. Supercharged parallel processing aka front-facing "gen ai" is a death knell to their monopoly on SEO. That multi-decade backend data driven model will continue to lose market share to front-facing search. Ad dollars will naturally drift away to where it's optimized. There really has not been a viable alternative until nvdia delivered a while new universe. For first time in decades the competition is armed with something more than capable of toppling SEO. Google has absolutely positively peaked.
I think Google got it right strategically (I.e. DeepMind was leader in AI for a long time). The underlying research that current wave of AI tech is based on was also developed by Google. However they failed tactically, they are too risk averse and have very undisciplined capital allocation. This is kind of natural, considering that their near monopoly could afford them throwing money without thinking too much. Now that they have credible threats in sight it will either break them (collapse similar to BlackBerry) or make them even stronger. I think they still have plenty of time to get their act together, as can be seen by them scrambling. It would be far worse if they didn’t react strongly.
@@nownomad💯 and monopoly is the operative word. Once they lost that rare power they lost my two decade top3 position. New investors in this name should keep in mind at the core google is both a miner and a utility that effectively controls all the transmission lines of search. They effectively "had" "exclusive" control of everything. Both mining rights and transmission rights. With that dominance came *margins* and *multiples* . That era is over. Nvidia's gpu parallel universe is democratizing the entire system. Google will maintain its relevance by having no choice but to finally compete with so many other powerful players in the cloud. Hence their massive investment in Nvidia. They will have to keep spending enormous amounts building out their own GPU cloud to try and maintain relevance in front facing search as their relatively cheap and uncontested SEO supremacy fades into oblivion. All of which is fine for the world. They will likely remain a household name for a while. But their "google it" days have peaked and that's a big problem for its stock multiple. We're looking at a classic double top of a business defending what was rather than defining what will be. Anyway until we meet again good luck y'all!