Alphabet remains undervalued despite strong fundamentals, with a forward P/E of 19x compared to Microsoft’s 37x, and 13.8% YoY revenue growth in Q2. Google Search, which generates 56% of total revenue ...
Alphabet’s stock is at all-time highs, driven by robust fundamentals and not by speculative AI hype, or multiple expansion. Strong returns on assets persist, despite aggressive Capex in AI and ...