u/Outrageous_Solid9668

Google’s revenue breakdown is still dominated by Search, but I think the bigger story is how many verticals they now touch.

They have Search, YouTube, Cloud, Android, Pixel, Chrome, Maps, Waymo, Gemini, DeepMind, and their own AI infrastructure. That gives them exposure across ads, software, consumer devices, autonomous driving, cloud computing, and AI research.

The part I find most interesting is that DeepMind does not really show up as its own clean business line on the income statement. But it may be one of the most valuable pieces of the entire company.

Waymo is another example. It is still early, but if autonomous driving becomes a major market, Google already owns one of the strongest players in the space.

So while Search is still the cash machine, Google feels less like a search company now and more like a full-stack technology platform.

Is the market properly valuing all of Google’s verticals, or is it still mostly pricing it as a Search + YouTube + Cloud business? I know its went up a lot, but is there a better AI play?

SOFI revenue is up 477% over the period shown, with a 42% CAGR.

What makes it more interesting is that management is targeting around a 30% revenue CAGR from 2025 through 2028, while EPS is expected to grow even faster at roughly 38% to 42% annually as operating leverage kicks in.

Financial Services revenue was also up 41%, which helps show this is not just a lending story anymore.

And on top of that, CEO Anthony Noto just bought another $250K, bringing his total to about $500K purchased.

Hard not to notice when the revenue chart looks like this and the CEO is still buying.

Everyone here already knows the revenue growth is ridiculous, but this chart still feels absurd every time you look at it...

SanDisk went from grinding around the $1.6B to $1.9B range for several quarters to nearly $6B, and next quarter is expected to be over $8 billion

Yes, memory is cyclical, but right now they looks like it has the perfect setup: accelerating revenue, rising estimates, and a market that may still be trying to catch up.

Feels pretty unstoppable at the moment. what is a better bet in the market?

Chris Hohn basically slashed his Microsoft position from around 15% of his portfolio to about 1%.

What makes it interesting is that he added to the position last quarter...

I have been getting more skeptical of him after looking back at some of his past AI-related calls. He sold most of his Google position in 2023 around $100 due to AI disruption concerns, and also pushed Google to cut spending on projects like Waymo before Waymo became a major success story.

He is obviously a very smart investor, but he has not always been right on these big AI disruption calls.

Curious what everyone thinks. Did something fundamentally change with Microsoft, or is this another case of overreacting to AI?

And people thought search was going to zero....

Search is still carrying the business, but Cloud, YouTube, and Subscriptions are starting to add real weight.

Are you buying GOOGL here, waiting for a dip, or just holding?