GCP is stealing share and likely going to surpass Azure and maybe AWS next year or in 2028 While the core Google business is still growing faster and significantly more profitable than Microsoft's or Amazon, even with decel. Enabling them to fund more CapEx. And Google trades at a significant discount to the others. Yea I get it ad revenue not the same as commerce or enterprise but still Note: all estimates from broker model. Think very possible GOOG outperforms their 2027 cloud ests. My top single name holdings for transparency, it's been a rough week between Lula, GOOG, NOW and Spez.
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