GOOGL is favored: it has compounded return on invested capital at 32% over the past twenty years, and its full technical range includes TPUs plus the large Gemini model with strong distribution.
Bullish
“Thatcher: NVDA New Value Stock, Bullish on MSFT & GOOGL, Broader SPX Will Rally”
Schwab NetworkPublished Oct 20 · 2 passages
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Ah, one last 30-second comment about Alphabet Google. I'm also a big fan of the driving there. 32% compound return on invested capital over the past twenty years.
They have the advantage of a full technical range. They have Tensor Processing Units (TPUs). They have an amazing new model, the Gemini, a huge model, and a great distribution, Diane.
What this channel has said about $GOOGL
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