Creator sentiment
19 creators · 19 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Still views Alphabet as undervalued with a lot of growth left.
- +Added 7 shares on Tuesday, lower beta than Nebius.
- +Trades at ~15.5x forward earnings, a modest valuation for a company with cloud growing over 100%.
- +$561B backlog provides signed future revenue, with ~55% expected in the next 24 months.
- +Paying ~20% less per share than Berkshire Hathaway's $352 deal price.
- +Long-term investors get a profitable, fast-growing cloud arm; the cash burn is a timing issue, not a demand issue.
- +Stock is on sale after a 30% correction from its high, creating a buying opportunity.
- +Record revenue of $127B and operating income of $40B, up 30% YoY, with Google Cloud revenue doubling to $30B.
The bear case
- −Does not own Google and prefers Broadcom instead.
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Still views Alphabet as undervalued with a lot of growth left. · Added 7 shares on Tuesday, lower beta than Nebius.
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Trades at ~15.5x forward earnings, a modest valuation for a company with cloud growing over 100%. · $561B backlog provides signed future revenue, with ~55% expected in the next 24 months. · Paying ~20% less per share than Berkshire Hathaway's $352 deal price. · Long-term investors get a profitable, fast-growing cloud arm; the cash burn is a timing issue, not a demand issue.