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Creator sentiment

85/100
● Bullish 74%● Neutral 21%● Bearish 5%

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.

What StockTubers recently said

Meet Kevin BearishNov 9

📹 Prepare for Tomorrow: VIOLENT Stock Market

Does not own Google and prefers Broadcom instead.

Watch 10:02 →
Couch Investor BullishNov 8

📹 The Market Is Crashing and I Just Bought $8,000 of These 4 Stocks

Still views Alphabet as undervalued with a lot of growth left. · Added 7 shares on Tuesday, lower beta than Nebius.

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Rick Orford - Trading Stocks and Options For All BullishNov 8

📹 Alphabet Stock: Berkshire Bought at $352, Now It’s $283

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.

Watch 10:40 →
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