My pick is GOOGL. Google already has massive distribution through Search, Android, Chrome and YouTube, but the real advantage is commercial intent. If AI agents start completing searches, comparisons, bookings and purchases, Google is already sitting at the point where users express what they want.
Gemini gives Alphabet the ability to turn that existing intent into an agentic experience and potentially capture more value from each interaction.
META has huge upside, but I think GOOGL has the stronger starting position for monetizing AI agents.
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