I made an additional investment in GOOG, despite its underperformance this year with an 18% YTD decline. While concerns around AI cloud returns, the DOJ lawsuit, and search engine competition persist, I see long-term value in Alphabet's diverse portfolio. Waymo, despite being criticized, is advancing in autonomous driving, and I believe its growth potential, along with Alphabet’s leadership in AI and cloud services, will eventually drive significant returns. At its current valuation, GOOG presents a compelling buying opportunity for the long-term investor.
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- YueShan·04-04Good ⭐⭐⭐LikeReport