Why would I not put all I have including pension etc all in on GOOG tomorrow? Am I retarded? Search is barely slowing down and cloud which is now a fourth of their revenue has accelarated to 100% growth at $120B ARR??? If there is one thing we have learned it's that demand is there and not likely going away any time soon. Then comes all the rest, YouTube, TPU's, hardware, waymo, owning a decent stake in anthropic. Like what am I missing, they are trading at below P/E?
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