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![dot_61 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1354106148543225857.png) dot61 [@dot_61](/creator/twitter/dot_61) on x XXX followers
Created: 2025-07-23 23:21:44 UTC

$GOOGL's competitive concerns around its Search business seem to be fading w/ focus shifting back to GCP growth and its AI leadership. This sentiment change could drive a quick multiple rerating allowing it to catchup in valuation to its MAG peers at 25x+

#OpenAI $MSFT $AAPL $META $AMZN


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948161640613986426/c:line.svg)

**Related Topics**
[amzn](/topic/amzn)
[meta](/topic/meta)
[msft](/topic/msft)
[open ai](/topic/open-ai)
[$meta](/topic/$meta)
[$msft](/topic/$msft)
[mag](/topic/mag)
[Sentiment](/topic/sentiment)

[Post Link](https://x.com/dot_61/status/1948161640613986426)