Amazon is projected to have around $20 billion in free cash flow by 2027, used as a comparative data point in the analysis of hyperscalers.
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Something Big Just Changed for Google Stock
Aug 11, 2026
The creator discusses Alphabet's (Google) stock, highlighting strong revenue and profit growth, particularly in search and cloud, despite significant investment in AI. While acknowledging legal challenges related to platform addictiveness, the creator emphasizes that the primary valuation concern stems from the massive AI spending impacting free cash flow, leading to a wide valuation range. The stock's recent dip is noted, but it's not characterized as a crash.
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Microsoft is projected to have around $57 billion in free cash flow by 2027, similar to Alphabet, but the creator's focus is on Alphabet's specific valuation.
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