Google: Top Large Cap Pick For 2025
Summary
- Google is undervalued despite boasting the highest ROIC in its history, a net cash balance sheet, and a forecasted $75B in FCF for 2023.
- The DOJ's anti-trust cases are unlikely to result in catastrophic outcomes, with historical precedents suggesting manageable remedies for Google.
- Google's AI advancements, particularly the Gemini model and custom TPUs, position it as a leader in AI, creating a significant buying opportunity.
- The recent quantum computing breakthrough offers a free call option on revolutionary technology, enhancing Google's long-term investment appeal.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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