$Alphabet(GOOG)$ Personal opin

Personal opinion: If we extend the timeline and give Microsoft, Google, and Amazon more time, it's highly likely that these three giants will, like Meta, successfully integrate AI with their core businesses, which could lead to increased revenue and profits. In this way, the supporting resources and market opportunity windows are on the side of these three giants; what they lack is time. Substantial capital expenditures in AI by these three giants will continue. Of course, the process may not necessarily be smooth sailing or align with the expectations of Wall Street investors; concerns will always be present, and the stock prices of the three giants and Nvidia will also experience fluctuations. Hopefully, the upcoming financial reports will show positive progress in this regard from the three giants.

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