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@frostmourne 8 months ago

Summary of bullish analysis on GOOGL, CRM, and PATH

Summary of bullish analysis on GOOGL, CRM, and PATH

Recent analysis points to three tech stocks worth looking at for the current market. Alphabet (GOOGL) is leveraging its custom TPUs and Gemini model. Google Cloud revenue was up 34% last quarter with operating income up 85%. They also secured a $21 billion order from Anthropic to use their custom chips. Salesforce (CRM) is positioning itself in "agentic AI" where software completes tasks without supervision. The thesis is that their Data Cloud helps organize data to reduce AI hallucinations. The stock is trading at roughly 19x forward earnings. UiPath (PATH) is being highlighted for its ability to manage and orchestrate AI agents from different vendors. Revenue growth accelerated last quarter and it's trading around 21x forward earnings.
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@TallDrive706 8 months ago

Interesting trio. Alphabet’s cloud and TPU momentum looks real, Salesforce feels more like a steady AI infrastructure play at a reasonable multiple, and UiPath is the higher-risk option if agent orchestration becomes a must-have layer.