After months of doubt, Google just made a big move in the AI race . With the launch of Gemini 3.0 and Nano Banana Pro, Alphabet is proving it’s not just catching up in AI, it’s taking the lead. $Alphabet(GOOG)$ $Alphabet(GOOGL)$
🏆 Check out these insane gains from Tigers:
So what’s the story behind this rally?
On November 18, Google released Gemini 3.0, now widely seen as the most powerful reasoning model available — outperforming OpenAI’s GPT-5.1, Anthropic’s Claude 4.5, and xAI’s Grok 4.1 across key benchmarks. It’s already powering Google Search, Vertex AI, and the Gemini app, meaning hundreds of millions of users are engaging with it every day. Unlike earlier iterations, Gemini 3.0 isn’t just a chatbot — it powers advanced search, multimodal reasoning, and agent-style workflows.
Just two days later, Google unveiled Nano Banana Pro, an AI image generator that combines up to 14 reference images, supports multilingual text, and produces 4K-level visuals. It’s already being integrated into Google Ads and Workspace, giving marketers, creators, and enterprises a massive boost in productivity and content quality.
Behind the scenes, AI is driving real growth:
Google Cloud AI revenue is up 200% YoY
Over 70% of cloud clients use AI tools
AI is boosting ad performance and search engagement
The company’s cloud backlog is now $155B
Even Warren Buffett took notice. Berkshire Hathaway recently revealed a $4.3B position in Alphabet, making it one of their top 10 holdings. For a firm that typically avoids high-multiple tech stocks, this was a strong signal. With Google’s PEG ratio at just 1.85 — cheaper than Microsoft’s 2.36 and close to Amazon’s 1.81 — the value finally looked right.
Alphabet is up 46% this year, even topping Nvidia. With $90B+ in 2025 CapEx planned, Google’s AI bet is just getting started.
👉So here’s the question for you:
Are you on board — or still watching from the sidelines? $Alphabet(GOOG)$ $Alphabet(GOOGL)$
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