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by techie128 2446 days ago
Unfortunately, this is an opinion by a single analyst. Analysts are frequently wrong about their prediction. I would not put a whole lot of stock in it. Post Kurian, GCP has shown _some_ traction but it still has a long catch up game to play. Google really needs to capitalize on its strengths (ML/AI, BigData) in a major way. In addition it has to spend a major chunk of money in educating first-time developers and making it super easy to migrate into the Google ecosystem. We haven't seen major movement in these directions from GCP, yet. Hope they're coming soon.

Disclaimer: I am long GOOGL.

1 comments

its also Deutsche Bank one of the most reckless banks around.
Reckless? Loaning hundreds of million to the same people that just refused to pay you back the last few hundred you lent them, after they refused to pay back other backs before that, is the investment strategy of the future! /s