Wall Street Continues to Systematically Undervalue Alphabet, So I Continue to Buy

Impact · against what's priced in

The article's core claims regarding Alphabet's cloud growth and AI adoption are already baked into the current valuation, which the market is treating as a floor. While the author argues the stock is undervalued, the specific drivers—such as the 82% Cloud growth and Gemini's scale—are explicitly listed as assumptions the market is already paying for or using as a baseline.

GOOGL+0.00

Already priced in

The price assumes

Cloud revenue growing at or just above the current 35.8% pace