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Lack of Urgency and Pricing: Analyzing Google's AI Business and Potential Upside
Google's businesses, including AI, lack urgency and desperation. They should restructure to prioritize AI development. The market undervalues Google due to a lack of urgency, but if they fix it, there is potential for upside. Stick with big companies, even in sectors that have done poorly. Five of the 11 S&P 500 sectors are down this year.