Adz5150
07-01 19:28

πŸ€” Everyone is talking about Alphabet joining the Dow...

But I don't think that's the real story.

Being added to a major index is great recognition, but it doesn't suddenly make Alphabet a better business than it was last week.

πŸ’‘ The real question is whether Google can continue turning its massive AI investments into long-term profits.

Search, YouTube, Cloud and Gemini all have huge opportunities but investors will eventually want to see those AI dollars translate into stronger earnings.

For me, index inclusion is just a headline.

Execution is what creates shareholder value.

πŸ“ˆ If Alphabet keeps growing earnings while expanding its AI ecosystem, today's headlines could look insignificant a few years from now.

❓What's your biggest reason for owning (or avoiding) Alphabet today?

Modified in.07-01 19:30
Alphabet Joins the Dow, Google Hits Record High! Reprice Again?
Alphabet gained 4.96% as it officially joined the Dow Jones Industrial Average in a landmark event signaling elevated tech weighting in the index. Passive fund allocation demand, combined with expectations for valuation re-rating of its AI search and cloud businesses, drove the advance. Dow inclusion brings greater institutional visibility and structural buying necessity. Among the Magnificent 7, GOOG remains relatively attractively valued β€” could this milestone mark the starting point of a new re-rating cycle? Will you initiate a position in Google at this level?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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