Name: GOOGL Cloud & Ad High Growth Potential, OpenAI's Long-Term Risk to Search
Uploaded: 2025-07-23T19:34:22.175-05:00
Duration: 6 min 31 s
Description: John Freeman recently pulled out of his positions on Alphabet (GOOGL), believeing its 20x P/E ratio is too high. He points to OpenAI taking Google search revenue as a "plausible enough" long-term risk. Greg Dukes disagrees, citing soaring cloud and advertising revenue as major growth drivers. He and John both like Amazon (AMZN) as a Mag 7 name they see gaining traction in the back half of 2025.

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John Freeman recently pulled out of his positions on Alphabet (GOOGL), believing its 20x P/E ratio is too high. He points to OpenAI taking Google search revenue as a "plausible enough" long-term risk. Greg Dukes disagrees, citing soaring cloud and advertising revenue as major growth drivers. He and John both like Amazon (AMZN) as a Mag 7 name they see gaining traction in the back half of 2025.

GOOGL Cloud & Ad High Growth Potential, OpenAI's Long-Term Risk to Search

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