Chris Hohn's TCI Fund is projecting Google Cloud to compound at 45% annually through 2030. $GOOGL $GOOG

Sep 4, 2026 · 10:59 AM UTC

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Replying to @qualtrim
Source?
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Replying to @qualtrim
Where did you find that?
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Replying to @qualtrim
As a $GOOGL holder, I don’t need Google Cloud to grow 45% through 2030. Even 30–35% would make it a much bigger earnings driver. That would already be a very strong outcome.
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Replying to @qualtrim
@grok what’s the source of this statement?
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Replying to @qualtrim
Thats too low, its gonna be north of 60
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Replying to @qualtrim
How can I make this cool looking revenue estimates chart with Qualtrim?
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Replying to @qualtrim
We agreed. Terrific business with amazing fundamentals and at great price. 👏🏻👏🏻👏🏻
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Replying to @qualtrim
I wonder what happens in a recession and everybody deletes their videos of pink puppies jumping liquorice fences to cut back on cloud use?
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