I just added more of $GOOGL (-1,98%) to my portfolio, making it my biggest holding.
In my view, at this point it is undervalued. With a pile of cash, growing double digit while being a juggernaut, beating expectations every time, surfing the AI wave and enhancing all their ecosystem with it.
It is trading under 20 P/E which for ne is a gift for such a quality company. I didn’t have cash to do it when the crash was bigger, but it is still atractive.