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Anyone got a sum-of-parts that gets to a fair value north of $220? Curious how you frame Waymo + DeepMind.
Alphabet
$GOOGL · 5 posts · tap for details
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26
Below 18x forward this is a lottery ticket on the Other Bets segment with the core ad business as ballast.
8
Gemini 3 benchmarks closing the gap with frontier models. Internal usage in Workspace is climbing.
7
DOJ remedy ruling is a real overhang. If they have to unwind the default-search payments to AAPL, the model breaks.
2
Search ad revenue still growing despite the AI overview FUD. YouTube Shorts monetization is the underrated leg.