Google has the most upside

The most attractive FAANG at the moment is Google. Now before you start saying things like Sundar is the worst CEO, GRAD sucks, layoffs, Bard errors, Gemini Woke, etc, remember that these are headline grabbers to generate clicks. Objective projected growth of capital and valuation is the only thing that matters in investing. Google does not have a real problem. Our profit margins are almost 30%. Cloud is profitable and revenue is growing. Ads have rebounded significantly since last year as the economy is picking up. Yes our leadership and marketting is questionable, but this has created an opportunity. ChatGPT has MUCH better marketing. But ChatGPT is mostly based on years of research Google DeepMind has performed (DeepMind was sited so often in their papers people from DeepMind team tweeted OpenAI to send them flowers/chocolate to their address as a thank you). Gemini Ultra performs equivalent or better than ChatGPT. For AI video generation, Google has the largest database to build videos off of - YouTube. For AI search, Google has the largest database. Google has a monopoly on search. If we know anything, its very hard to get users to switch platforms to something like Bing when they already are used to Google. Even after all the marketting and hype, Microsoft wasn't even able to make a dent in getting people to switch to Bing. Majority of users still use Google search, and non-tech people don't even give a shit about ChatGPT or Gemini (realistically it's only people interested in Tech, and I know all of you live in the Silicon Valley bubble). Heres the thing, negative marketting but no actual loss in the businesses production is usually a GREAT opportunity to buy a business at low valuations. ChatGPT hype has caused Microsofts P/E ratio to SOAR to almost 40 (that means a projected yield of 2-3%). Google's forward P/E is 21! S&P is around 27 at the moment. Thats way below historical norms for GOOG (around 25). For an established tech giant, this is an anomaly. Remember when Meta fell to 100/share, sentiment was against it, but if you had bought then, you would have made off like a bandit. To make money in investing, you need to move against the crowd, to find opportunities. Yes there is negativity, but that's the risk you take as an investor to make a profit. TLDR: With current valuations of NVIDA (66 P/E), META (32 P/E), Microsoft (40 P/E)- the only undervalued company with MASSIVE upside is Google (21 foward PE). Use negative press to your advantage, go against the crowd, not with it. NO BRAINER. #Google #FAANG #Stocks #Investments