Added to YB: 2025-11-26
Pitch date: 2025-11-24
GOOG [bullish]
Alphabet Inc.
-5.12%
current return
Author Info
Mispriced Assets breaks down finance, economics, and crypto to make the complex more accessible—and help you think clearly, invest better, and stay ahead. Sign up for the newsletter.
Company Info
Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.
Market Cap
$3.8T
Pitch Price
$326.00
Price Target
N/A
Dividend
0.27%
EV/EBITDA
24.75
P/E
30.83
EV/Sales
9.66
Sector
Interactive Media and Services
Category
growth
The Only Mega-Cap I Actually Want to Own in This AI Cycle - Alphabet Inc.
GOOG: Best mega-cap AI play as narrative shifted from protecting Search monopoly to embracing disruption post-ChatGPT wake-up call. DeepMind's Gemini 3 matches frontier model benchmarks at lower compute cost. TPU custom chips reduce Nvidia dependence. Unique moats: Search data, YouTube content, distribution across billions of users via Chrome/Android. Playing via calls for AI platform re-rating.
Read full article (7 min)