$Alphabet(GOOG)$ I’ve just increased my position in GOOG. KeyBanc Capital Markets recently raised the price target to $370 while maintaining an Overweight rating, citing strong growth across Alphabet’s core segments. Search expansion in 2025 and a nearly 55% QoQ surge in Cloud backlog underscore robust operational momentum. Gemini, the company’s AI assistant, now reaches 750 million monthly users, highlighting Alphabet’s leadership in AI adoption. The investment thesis is earnings-driven, with growth fueled by increased capex in Google Services and Cloud, rather than multiple expansion. This makes GOOG a compelling long-term growth play.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 307.63 0 | +0.37% Holding |
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