$Alphabet(GOOGL)$ one of the f

$Alphabet(GOOGL)$ one of the few companies that started the AI craze.

Best case scenario: AI contribute immensely to productivity. Revenue goes up.

Worst case scenario: AI is a bubble. Alphabet stops capex. Free cash flow goes up. Rest of economy goes to dump.

Buy now at Berkshire entry price in 2026. Wait and you will regret. Once the assets (data centers) are online, that is when revenue will spike. It is inevitable that the other S&P500 companies will increase their IT budget.

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Comments

AugusMax
07-01
AugusMax
Been adding after earnings too, cloud + AI spend will show up before people expect
ihatemoney
07-01
ihatemoney
Great article, would you like to share it?

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This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/f1d464c821d1d1ab94b22245f18c2142","width":"933","height":"1543"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/f1d464c821d1d1ab94b22245f18c2142","width":"933","height":"1543"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the&nbsp;few companies that started&nbsp;the AI craze.&nbsp;\nBest case scenario: AI contribute immensely to productivity. Revenue goes up.\nWorst case scenario: AI is a bubble. Alphabet stops capex. Free cash flow goes up. Rest of economy goes to dump.\nBuy now at Berkshire entry price in 2026. Wait and you will regret. Once the assets (data centers) are online, that is when revenue will spike. It is inevitable that the other S&amp;P500 companies will increase their IT budget.&nbsp;\n <img src=\"https://community-static.tradeup.com/news/f1d464c821d1d1ab94b22245f18c2142\" tg-width=\"933\" tg-height=\"1543\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v> one of the&nbsp;few companies that started&nbsp;the AI craze.&nbsp;\nBest case scenario: AI contribute immensely to productivity. Revenue goes up.\nWorst case scenario: AI is a bubble. Alphabet stops capex. Free cash flow goes up. Rest of economy goes to dump.\nBuy now at Berkshire entry price in 2026. Wait and you will regret. Once the assets (data centers) are online, that is when revenue will spike. It is inevitable that the other S&amp;P500 companies will increase their IT budget.&nbsp;\n <img src=\"https://community-static.tradeup.com/news/f1d464c821d1d1ab94b22245f18c2142\" tg-width=\"933\" tg-height=\"1543\"></body></html>","text":"$Alphabet(GOOGL)$ one of the few companies that started the AI craze. Best case scenario: AI contribute immensely to productivity. Revenue goes up. Worst case scenario: AI is a bubble. Alphabet stops capex. Free cash flow goes up. Rest of economy goes to dump. Buy now at Berkshire entry price in 2026. Wait and you will regret. Once the assets (data centers) are online, that is when revenue will spike. 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