To The Moon

🌟🌟🌟$Alphabet(GOOG)$  $Alphabet(GOOGL)$  Alphabet 's surge toward a USD 3.89 trillion valuation and its reclaiming of the world's No. 2 spot for the first time since 2019, is being powered by a decisive shift in investors' confidence toward AI monetisation.  Analysts highlight that Google's Gemini ecosystem, TPU leadership and cloud acceleration are rewriting the hierarchy of Big Tech heading into 2026.

Alphabet's Return To Greatness 

There are moments in the markets that feel less like price action and more like history turning a page.  Alphabet sprinting toward USD 4 trillion, overtaking Apple $Apple(AAPL)$  for the first time, is one of those moments.

For years, Google was treated like the "Sleepy Giant" of Big Tech - powerful, yes but somehow overshadowed by flashier narratives.  But 2025 to 2026 has rewritten that story.  Alphabet did not just climb back, it roared back, powered by something deeper than hype : Proof.

Proof that its AI strategy works.  Proof that Gemini is gaining real traction.  Proof that Google's scale - Search, YouTube, Android, Cloud - is not a legacy burden but an AI launchpad.

On Wednesday January 7,  Alphabet rose 2.4%, pushing its valuation to USD 3.89 trillion.  That number isn't just a milestone.  It is a message, a signal that the market finally sees what Alphabet has been building quietly, relentlessly and at an unimaginable scale.

This is the first time since 2019 that Alphabet had reclaimed the No. 2 spot globally.  It didn't happen because Apple stumbled.  It happened because Alphabet accelerated.

Why This Moment Matters

Alphabet's rise is not just about valuation.  It is about validation.

Gemini's adoption is surging with analysts noting rising engagement and market share gains against ChatGPT.

Google Cloud is strengthening, boosted by AI workloads and enterprise demand.

Custom TPUs are challenging Nvidia's dominance, proving that Alphabet is not just a consumer AI player but an infrastructure powerhouse.

AI monetisation is finally visible, from ads to cloud to consumer apps.

Can AI Momentum Continue To Drive Multiple Expansion?

If AI is the new electricity, Alphabet is the grid.

Alphabet's advantage isn't just models.  It is distribution.  Billions of users, billions of queries, billions of data points.  No other company has this combination of scale, infrastructure and consumer touchpoints.

So Yes - the AI momentum can continue, not because of hype but because Alphabet is turning AI into revenue across every layer of its empire.

Alphabet vs Nvidia?

This is not a rivalry.  This is a dual engine of the AI revolution.

Nvidia builds the "picks and shovels".  Alphabet builds the "cities, roads and economies" that run on them.

Nvidia powers the AI revolution.  Alphabet monetises it at a global scale.

I favour both because they are not competitors in my portfolio.  They are the co architects of the future.

Alphabet is a Fully Stacked AI Powerhouse 

Alphabet is a fully stacked AI powerhouse - not in theory, not in marketing but in the deepest most structural sense of the word.  It is building the entire stack .

From chips to software, from cloud to consumer, from research to real world deployment - Alphabet operates at every layer of the AI value chain   That is why its sprint toward USD 4 trillion feels less like a rally and more like its destiny unfolding.

Concluding Thoughts 

I held Alphabet when it fell below USD 100, when the world doubted and when headlines were loud but I remain steadfast because I believe in Alphabet.  Watching it rise now feels like witnessing a phoenix reclaim the sky it never should have lost.

Alphabet at record highs isn't just a market story.  It is a story about resilience and a reminder that long term belief backed by patience, eventually gets rewarded.

In moments like this , I am reminded of the late great Charlie Munger's timeless truth:

"The first rule of compounding is to never interrupt it unnecessarily."

Alphabet's meteoric ascent is more than just a valuation story.  It is a story about compounding and a poignant reminder that the quiet, patient investor is often the one who wins in the end.

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