Leo
9.2K posts






You should bookmark and print this off and look at it everyday as a constant reminder. Anyone who thinks we are further into the cycle, then you are wrong, here’s why: 1. We had a pre bull run rally because of the ETFs. 2. Trumps inauguration caused bullish sentiment. 3. No altcoin season or euphoria. The best is yet to come.

$GOOGL at $150 implies a ~$1.7T valuation. Its cloud infrastructure business is running at a ~$50B rate -- slap a 20x multiple on that & you're looking at a $1T segment, or ~$85 of the current stock price. Give it time: Google’s infrastructure engine is hardening beneath the surface, and over time, that strength will outweigh any search-related noise. Search isn’t dying -- the monopoly might erode, but the market is pricing it like it’s collapsing, and that’s just not the case.



















