The Cloud Wars: My Take: Alphabet Has The Greatest Upside 🌟🌟🌟$Alphabet(GOOGL.US)is like a heavily discounted rocket…
The Cloud Wars: My
Take: Alphabet Has The Greatest Upside
🌟🌟🌟$Alphabet(GOOGL.US)is like a heavily discounted rocket ship waiting on the launchpad. Why? Following last quarter's massive 82% revenue surge on Google Cloud, the broader Wall Street consensus is tracking a huge 91% to 92.3% year over year revenue jump, aiming for USD 28.9 billion to USD 29.16 billion for Google Cloud.
This staggering acceleration is driven by frantic enterprise demand for custom AI clusters and Google's proprietary Tensor Processing Units (TPUs) being deployed directly into customer data centres.
My Top Pick is $Alphabet(GOOGL.US)because it has the perfect combination of a depressed stock price as it is down 6.47% in the past month. Alphabet also has the lowest P/E ratio among its competitors $Microsoft(MSFT.US)and $Amazon(AMZN.US)at 16.11.
When a stock like Alphabet is discounted and its cloud business is growing the fastest, its share price has the highest potential to jump.
If Alphabet can prove that its USD200 billion plus Capex is directly generating hyperscale Cloud revenue, it has the lowest hurdle to clear to trigger a huge relief squeeze.
It's Alphabet to the moon 🚀🚀🚀🌛🌛🌛💰💰💰
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