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<p>$GOOGL $XLC $IGV
TON618 values Alphabet at $223.64 a share, from $256.42, against the $324.89 close before the release and $294.00 after hours; the bull case is $338.17. The largest change is a judgment, not the quarter: fair value is now the cash-flow value alone, −$33.13, with peer multiples at $291.02 and segment-by-segment multiples at $369.53 as cross-checks. Value reaches the price at a cost of equity, the return shareholders require, near 8.6% against 10.4%. Cloud revenue in 2027 is the operating test: base case $180 billion, below $155 billion about $216, above $205 billion about $232.
#Google #Valuation #AIInfrastructure</p>

$GOOGL $XLC $IGV
TON618 values Alphabet at $223.64 a share, from $256.42, against the $324.89 close before the release and $294.00 after hours; the bull case is $338.17. The largest change is a judgment, not the quarter: fair value is now the cash-flow value alone, −$33.13, with peer multiples at $291.02 and segment-by-segment multiples at $369.53 as cross-checks. Value reaches the price at a cost of equity, the return shareholders require, near 8.6% against 10.4%. Cloud revenue in 2027 is the o

$GOOGL $XLC $IGV TON618 values Alphabet at $223.64 a share, from $256.42, against the $324.89 close before the release and $294.00 after hours; the bull case is $338.17. The largest change is a judgment, not the quarter: fair value is now the cash-flow value alone, −$33.13, with peer multiples at $291.02 and segment-by-segment multiples at $369.53 as cross-checks. Value reaches the price at a cost of equity, the return shareholders require, near 8.6% against 10.4%. Cloud revenue in 2027 is the operating test: base case $180 billion, below $155 billion about $216, above $205 billion about $232. #Google #Valuation #AIInfrastructure

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