My avg is 105, but I managed to make it my 4th largest holding. Would add more sub 100 most likely. Tencent is a steal sub 400, fair value probably around 500-600 HKD.
I think we cannot ignore the disruption risk for search by AI. If google does not find a solution soon how to monetarize AI well and replace todays search, then its a very high risk for them. And considering the needed computing power, AI search wont be as profitable as the current search business…. Otherwise great company
google is the leader in AI. Both in research and practice in google cloud. I've used google cloud, aws, and azure and google is ahead. they'll find a way to monetize ads even with AI, all this "google is dead" talk is overplayed
agreed. Thier core business is facing potential disruption. They have enjoyed many years with a virtual monopoly in search and now search is evolving that may change.
We just saw microsoft montitize 365 with $30 a month so that that the customer can find his own value. I think Googles strength far and above over Microsoft is the years of valuable data that Google can use to reveal the AI value to millions of customers. Does their leadership have the business acumen to pull this off I dont know. But my large investment suggests I think they do.
My avg is 105, but I managed to make it my 4th largest holding. Would add more sub 100 most likely. Tencent is a steal sub 400, fair value probably around 500-600 HKD.
What are your thoughts on METAs intrinsic value currently?
I think we cannot ignore the disruption risk for search by AI. If google does not find a solution soon how to monetarize AI well and replace todays search, then its a very high risk for them. And considering the needed computing power, AI search wont be as profitable as the current search business…. Otherwise great company
google is the leader in AI. Both in research and practice in google cloud. I've used google cloud, aws, and azure and google is ahead. they'll find a way to monetize ads even with AI, all this "google is dead" talk is overplayed
agreed. Thier core business is facing potential disruption. They have enjoyed many years with a virtual monopoly in search and now search is evolving that may change.
We just saw microsoft montitize 365 with $30 a month so that that the customer can find his own value. I think Googles strength far and above over Microsoft is the years of valuable data that Google can use to reveal the AI value to millions of customers. Does their leadership have the business acumen to pull this off I dont know. But my large investment suggests I think they do.
staple stock in any portfolio