
Google is the cheapest among the giants, having risen 10% in the past two days. Besides quantum chips and large model 2.0, the market may also realize that Google is indeed cheap.
If you think Tesla is expensive, you might consider Google.
Tesla's expected PE is 122 times. No company with a market value exceeding $1 trillion can reach this level.
Facebook's expected PE is 24, and the market has not focused on the potential of the 3B+ daily active user base, LLama, and the bets on Ray-Ban glasses and VR/AR.
Google's expected PE is 20, and the market has not priced in quantum chip Willow, autonomous vehicle Waymo, TPU chips, etc.
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