The EPS ‘Miss That Wasn't Gave You and Me an Opportunity to Scoop Up Alphabet Cheaply

Impact · against what's priced in

Alphabet's massive cloud acceleration and core search strength suggest the market is significantly underestimating its growth trajectory, though increased capex and dilution offset some of this upside. The news for Microsoft and Amazon is negligible as their growth rates are already embedded in their higher valuations.

GOOGL+0.70

Challenges what's priced in

The price assumes