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Kairos @KairosPraxis on x XXX followers
Created: 2025-06-02 15:04:00 UTC
My barebones investment thesis for $GOOG is that their cloud offering will continue growing at 20-25% CAGR for the next X years at higher margins (AWS is at 39%) whereas Youtube will grow at XX% for the next X years.
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Related Topics goog youtube amazon web services $goog investment $googl stocks communication services