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Wall Street Sees Google 21% Higher

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Breakdown

0:00lesson

AI infrastructure market dynamics

  • Market sifting through AI stack
  • Memory chips outperforming
  • Hyperscalers face punishment
  • Price takers vs price makers
0:45GOOGL· ticker

Google — bullish setup

  • TD Cowen at 475
  • JP Morgan 460
  • Scotiabank 450
  • Oppenheimer 445
  • Average consensus 21% above current price

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