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GOOGL cloud margins are the real story

Everyone fixates on ads, but Cloud just turned the corner on operating margin. Sum-of-parts says this is cheap.
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  • u/yolo_yuki
    Counterpoint: rates could ruin this thesis.
    14
  • u/bagholder_ben
    $AAPL to the moon 🚀
    8

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GOOGL cloud margins are the real story — s/GOOGL — CasePit