I’ve added to my position in GOOG, driven by Alphabet’s dual-pronged AI dominance. On the consumer side, Gemini now boasts 350M+ users and integrates deeply with Search. On the enterprise front, Google Cloud—up 28% YoY—continues to thrive, powered by its homegrown TPUs. With billions in revenue and unmatched global reach, Alphabet is poised to monetize AI at scale across both personal and corporate ecosystems. The company’s expanded AI ambitions reignite long-term growth beyond Search, aligning with its mission to organize the world’s information—profitably.
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