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Raymond: Why GOOGL, NVDA are Still Undervalued

7 min2 augusti 2025

Thomas Raymond looks at why AI is so important for the tech sector. He breaks down how Alphabet (GOOGL) is implementing AI across diverse business segments, including Waymo’s self-driving cars and YouTube’s algorithm, as well as increased Google Cloud revenue. Thomas argues GOOGL is still underappreciated: “This name should be richly valued…and is trading at a discount to the S&P 500.” He calls Nvidia (NVDA) the “metaphorical gas station” fueling the AI phenomenon and also believes it is undervalued.


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