Jpow might fuck us today so let me give you a generational buy opp. I've been picking up goog $GOOG on every dip, and i'm here to tell you why this shit is literally free money.
**POSITION: 75% OF MY PORT.**
# THE CORE
* **SEARCH & ADS (NOT A MONOPOLY KEK).** This is the free-money printer.
* **THE WAR CHEST (CASH AND BUYBACKS)** They're sitting on **$100B+ IN CASH** making billions in interest. AND they're pumping their own stock with a **$70B BUYBACK** program.
# THE HYPER-GROWTH
* **GEMINI: #1 APP ON THE APPLE STORE.** Their model is already the best. Rumor is **Gemini 3.0 is going to eat even more ass**. They have the best photo editing, best video generation, and just bought windsurf. They are winning the AI race right now, and it's not even close. GPT5 worse than Gemini pro v2.5 lmaoooo. Flash cost nothing and gemini will always offer this for free
* "**Transformers was one of research leadership. They gave the blueprint to the entire world in June 2017, and within 12-18 months, the entire AI industry, including Google itself, was building on it.**"
* **TPUs.** This is the hardware *literally built for LLMs* (which is half the stock market now). They can start selling the shovels in a 20-trillion-dollar gold rush.
* "Google was using its own large-scale, custom AI hardware for two full years before its main competitor"
* **AI INCREASING MARGIN** They're plugging this LLMS *directly into the ad engine* and this means higher margins on their main money-printer. They're using AI to make the printer go *faster*.
* **CLOUD** \- GCP is growing at **30%+ YOY** and is ripping market share straight from AWS and Azure. This is the growth engine.
# THE MOAT
* **YOUTUBE.** This is video, streaming, TV, *everything*. It's the most-watched platform in the world, and Shorts is knee-capping TikTok BY ORACLE
* **ANDROID + PLAY STORE :** hey own the OS for **70%+ of all phones on earth**. Every app, every in-game purchase Google gets a cut. Bless apple
* \*\*CHROME .\*\*They own the browser that literally everyone uses. They literally PAY firefox to exist.
* **GOOGLE MAPS:** It's a monopoly. Every other app (Uber, Zillow) pays Google to use their maps. Plus, it's the front door for all local ads. They own navigation.
* **WORKSPACE (Gmail/Drive)** They own the productivity suite for half the planet, and now they're plugging Gemini right into it.
* **SEARCH-DATA:** Yes they know everything about you. Yes they have the most data in the world
# THE MOONSHOTS
* **GOOGLE VENTURES (The In-House Degen Fund)** Did you know Google is basically a VC fund?
* **14% of ANTHROPIC** (Valuation $200B 🚀)
* **8% of SPACEX** (Valuation $400B 🚀)
* ...plus they free-rolled into **UBER** and **SLACK**.
* **WAYMO:** Self-driving cars. The private market says this bet has **4x'd since last year**. This is the future of transport.
* **DEEPMIND & ISOMORPHIC LABS:** This is the AlphaFold shit. They are using AI to discover new drugs and cure diseases. This alone is a multi-trillion-dollar lotto ticket.
* **VERILY** The life-sciences bet. This shit already raised **$3.5 BILLION**. It's only going up.
* **QUANTUM** This is the long-term bet. If this pays off, they win....and they will.
# THE "OH YEAH, THEY OWN THAT TOO" LIST
* **HARDWARE (Pixel, Nest, Home)**
* **INFRASTRUCTURE (Google Fiber, Voice)**
* **REAL ESTATE (The Landlord)** They own infinite prime-ass real estate. Chelsea Market in NYC? That's theirs.
* **CRYPTO:** Yes. They're building a L1.
TABLE GENERATED WITH GEMINI
**Hypothetical Google (GOOGL) Price at Other Mag 7 P/E Ratios**
*(Based on GOOGL TTM EPS of ~$9.48)*
| Company | Ticker | Approximate P/E Ratio | Hypothetical GOOGL Price (at $9.48 EPS) |
| Meta | META | 27.20 | $257.86 |
| Amazon | AMZN | 34.80 | $329.81 |
| Apple | AAPL | 36.03 | $341.56 |
| Microsoft | MSFT | 37.16 | $352.28 |
| Nvidia | NVDA | 51.50 | $488.22 |
| Tesla | TSLA | 237.46 | $2,251.27 |
**TL;DR: THIS SHIT IS FREE. Buy the dip if JPOW fuck us**
DOWNLOAD GEMINI IT WROTE SOME OF THIS
DOYR. Not financial advice. 🚀🚀🚀
