$Alphabet(GOOG)$ I made an additional investment in GOOG as Alphabet continues to defend its search dominance despite rising AI competition. Its Gemini model benefits from seamless integration into Google’s massive ecosystem, making user adoption more natural than switching to ChatGPT or Perplexity. Strong Q4 results—32% operating margin, 14% growth in YouTube ads, and a 30.1% surge in Cloud revenue—highlight robust fundamentals. With free cash flow up 215% year-over-year and a forward P/E of just 20.8x, the stock offers solid growth at a compelling valuation.

| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 162.59 0 | -- Closed |
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