https://markets.businessinsider.com/news/stocks/alphabet-stock-price-samsung-considers-replacing-google-microsoft-bing-search-2023-4 What should one buy ?
Short term: MSFT, Long term: GOOG
Msft is giving so much of its data to openai. It really wished it bought it out … meanwhile google is going to own the whole stack
I own both. Keep buying whichever dips a lot. None of them are losers long term.
Google is decent company but they failed on reinventing search and chatgpt disrupted it. Many bets that google tried like loon, waymo, nest, glasses, cardboard, pixel, verily,fiber etc did not generate cash streams/revenue. Google is right now banking on search, cloud, YouTube only. Ad spending varies as per economic situation making things very cyclical. So unless Google does some meaningful breakthroughs in Ai with sustainable , scalable business with good cash flows, it is no longer growth company. People won’t like to hear this, but Goog, Fb companies are very much Cisco, juniper in dot com. Hopefully time proves me wrong.
The demise of google has been greatly exaggerated
What is a good long term growth company in your opinion @cisco?
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