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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- ihatemoney·07-01 22:03Great article, would you like to share it?1Report