Alphabet’s
$Alphabet(GOOGL)$ latest earnings prove its AI and cloud strategy is paying off, with strong revenue beats and higher Capex signaling management’s conviction. Even after a sharp rally, it still trades at the lowest P/E among the Mag 7, which makes the upside compelling compared to peers. I see this valuation gap as a chance for further rerating.
I believe Alphabet has the fundamentals and execution to join the $3T club as early as 2025. Its track record in M&A and ability to scale new technologies give me confidence this isn’t just hype — it’s a real transformation that can drive sustainable growth. Regulatory noise will always be there, but it hasn’t derailed the story so far.
For me, this is a stock to hold, not trim. I’d rather ride the next leg up than lock in small gains now. While a diversified Mag 7 basket makes sense, I’m keeping my direct exposure to Google because I see it as one of the clearest leaders in the AI race.
@Tiger_comments @TigerStars
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