2026-03-27 14:29:40

Opportunity or risk? Here comes the expert

Google's parent company Alphabet has a forward P/E ratio of only 18, lower than the average of the S&P 500...
Gemini's market share has increased from 5% to 21% in one year,
Google Cloud's quarterly revenue exceeded $15 billion, up 34%,
Search revenue is accelerating again, with Waymo expanding in cities,
Their self-developed AI chip TPU is starting to take customers from Nvidia... Anthropic and Meta are both using it.
This company owns one of the world's best AI large models and one of the best AI chips globally—there's no second one on the planet.
As a result, the market is valuing it at less than a typical S&P 500 component stock.
Maybe the market is right. But if the market is wrong, this could be the most outrageous valuation in hindsight.

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