Key insights
- The post questions Google's valuation, highlighting its diverse business segments and comparing it to Meta. It expresses uncertainty about future growth projections and whether the current valuation is justified by fundamentals or driven by hype. The lack of a clear valuation framework raises concerns about potential downside risk.
Is it an ETF, a hedge fund, a hyperscaler, an AI and robotics company, a consumer device company, or a space and quantum company? I see people throwing around random numbers like $7T, $10T, and $13T by 2030, but no one seems to have any idea. I am heavily invested in Google and feel it has the room for the most upside surprises because they are involved in so many different areas. However, I have no idea what its correct valuation is. It is currently about three times Meta's valuation, so I wonder if that is justified or if it is more hype than fundamentals