Van Azadian (@vanazadian) - Twitter Profili | Zamantika Mersobahis Locabet

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The divergence between $META's fundamentals and stock price keeps widening. Revenue is growing 33%, yet the stock trades below a 20 forward PE. "We're on track to deliver personal superintelligence to billions of people." - Mark Zuckerberg

Van Azadian@vanazadian

There is a large valuation disconnect between $META fundamentals and its stock price. Revenue is growing 24% YoY and projected to reach 30%, yet it trades at 24 PE. Zuckerbeg is building Meta’s own AI infrastructure and its outcome instead of paying rent to AWS $AMZN or $MSFT.

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Van Azadian@vanazadian·2h

@CarsonTalkMoney kind of a joke company, don't you think?

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Carson@CarsonTalkMoney·3h

HOLY COW! This is what an A+ grade quarter looks like! - Revenue ⬆️67% - EPS ⬆️ 7X - Net income went from $26 M to $204 M - Raised guidance - Global active users up 17% Y/Y This is all while only growing expenses 23%! Phenomenal quarter from $RDDT

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Van Azadian@vanazadian·3h

$NVDA and $GOOGL are now ~$240B apart in market cap. If Google goes up 5%, it is the largest company in the world. Thank you, Sundar Pichai and team.

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Van Azadian@vanazadian·4h

$AMD is trading below intrinsic value. $400??

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Van Azadian@vanazadian·4h

@StockSavvyShay @fiscal_ai $GOOGL Cloud is rather epic too

Van Azadian@vanazadian

$GOOGL Cloud is Alphabet's most extraordinary revenue segment, growing 63% in the quarter. Cloud operating margins have expanded again to 33%, up 84% year-over-year compared to the prior quarter's 72% YoY growth. Another unreal metric is the cloud backlog, which grew 398% year-over-year. Google's backlog now sits at $460 billion, increasing by hundreds of billions of dollars in a single quarter.

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Shay Boloor@StockSavvyShay·18h

$GOOGL Search now generates ~$642M in revenue every single day 🤯

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Van Azadian@vanazadian·4h

@StockSavvyShay @brewmarkets Shay check this out $GOOGL 👇

Van Azadian@vanazadian

$GOOGL Cloud is Alphabet's most extraordinary revenue segment, growing 63% in the quarter. Cloud operating margins have expanded again to 33%, up 84% year-over-year compared to the prior quarter's 72% YoY growth. Another unreal metric is the cloud backlog, which grew 398% year-over-year. Google's backlog now sits at $460 billion, increasing by hundreds of billions of dollars in a single quarter.

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Shay Boloor@StockSavvyShay·16h

$GOOGL chart is what happens when a search monopoly keeps reinvesting into new profit pools instead of standing still. Search funded the empire, YouTube expanded attention, Android protected distribution, Cloud built enterprise relevance and AI is now the next layer of the compounding story.

Shay Boloor@StockSavvyShay

$GOOGL Search now generates ~$642M in revenue every single day 🤯

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Van Azadian@vanazadian·4h

@StockSavvyShay Van Azadian wrote about $GOOGL

Van Azadian@vanazadian

$GOOGL Cloud is Alphabet's most extraordinary revenue segment, growing 63% in the quarter. Cloud operating margins have expanded again to 33%, up 84% year-over-year compared to the prior quarter's 72% YoY growth. Another unreal metric is the cloud backlog, which grew 398% year-over-year. Google's backlog now sits at $460 billion, increasing by hundreds of billions of dollars in a single quarter.

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Shay Boloor@StockSavvyShay·7h

Cathie Wood bought ~$32M of $GOOGL today

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Van Azadian@vanazadian·4h

@StockMKTNewz $GOOGL

Van Azadian@vanazadian

$GOOGL Cloud is Alphabet's most extraordinary revenue segment, growing 63% in the quarter. Cloud operating margins have expanded again to 33%, up 84% year-over-year compared to the prior quarter's 72% YoY growth. Another unreal metric is the cloud backlog, which grew 398% year-over-year. Google's backlog now sits at $460 billion, increasing by hundreds of billions of dollars in a single quarter.

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Evan@StockMKTNewz·11h

Google $GOOGL stock just had its best month since 2004 🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢🟢

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Van Azadian@vanazadian·4h

@QC_Capitals Also u gotta give better options to choose from. There are definitely a lot better companies than this.

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QC Capital@QC_Capitals·1d

You got $500,000 to invest right now Which stock makes you a millionaire by 2030? 1. $SNDK 2. $PLTR 3. $AMD 4. $HOOD 5. $PLTR

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Van Azadian@vanazadian·4h

@QC_Capitals Advanced Money Duplicator $AMD is still undervalued.

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Van Azadian@vanazadian·5h

@StockMKTNewz And I’ve owned Google since I was 16

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Van Azadian@vanazadian·5h

$GOOGL Cloud is Alphabet's most extraordinary revenue segment, growing 63% in the quarter. Cloud operating margins have expanded again to 33%, up 84% year-over-year compared to the prior quarter's 72% YoY growth. Another unreal metric is the cloud backlog, which grew 398% year-over-year. Google's backlog now sits at $460 billion, increasing by hundreds of billions of dollars in a single quarter.

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Van Azadian@vanazadian·7h

@LukeSimpleDiv not it is not. $GOOGL is a hold rn. shes not that great of an investor imo

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Luke Simple Dividends@LukeSimpleDiv·7h

Cathie Wood bought $META and $GOOGL today And she sold more $AMD Is it a good move buy $GOOGL at All Time Highs?🤔

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Van Azadian@vanazadian·7h

@TheStockBro $10 billion in AUM lmao

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TheStockBro@TheStockBro·7h

@vanazadian 🙄

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TheStockBro@TheStockBro·7h

$BE $INTC Is Leopold The New Stock Market King?

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Van Azadian@vanazadian·10h

@antibearthesis

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Noah@antibearthesis·10h

Watching the S&P 500 hit new all time highs (I have $342 invested)

Kalshi@Kalshi

JUST IN: S&P 500 hits all-time high of 7,200

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Van Azadian@vanazadian·11h

@antibearthesis oh yes

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Noah@antibearthesis·11h

@vanazadian nearly 500 billion added insanity

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Noah@antibearthesis·11h

$GOOGL is only 4% away from becoming the largest company in the world They just: - Beat earnings by 94% - Grew cloud backlog by 93% Q/Q Is this the greatest company of all time?

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Van Azadian

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