The market may be underestimating one hidden asset on Alphabet's balance sheet.
Google's stake in Anthropic is now reportedly worth around $124B.
Beyond search, Alphabet is building a much bigger AI ecosystem across cloud, models, infrastructure, and strategic investments.
Short-term sentiment can move the stock, but the long-term AI positioning is what I'm watching.
$Alphabet(GOOGL)$ remains one of the key AI names to follow.
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