I Keep Buying Alphabet Expressly Because of Chips and Interest Rates

Impact · against what's priced in

The article is largely noise for GOOGL, MSFT, and AMZN as it confirms existing cloud growth trajectories and valuation gaps that the market has already factored in. While it highlights Alphabet's superior interest coverage, this buffer is already recognized as the reason the company can sustain its current high capex pace.

AMZN+0.00

Already priced in

The price assumes

The geopolitical and macro headwinds currently in circulation, including... high interest rates