Google rules the modern world with a unshakeable monopoly in the global search engine. Google is also a hyperscaler with its own custom built TPUs, designed to scale the Gemini ecosystem. Then there is Google Cloud, growing into a massive juggernaut.
It gives me a big dopamine hit every time I searched $Alphabet(GOOGL)$ - a great company that controls both the highway of today's information and the rocket fuel for tomorrow's AI.
The legendary Peter Lynch famously said:
"Buy what you know".
I know Google as I use it every day, the entire world depends on it & it owns the infrastructure of the future.
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- EdRoyΒ·10-10 18:03TOPCloud growing 20%+ for four straight quarters is the part people still underrate. Search prints cash, but Cloud plus TPU scale is where the multiple gets room to expand1Report
- yansujiΒ·10-10 18:03TOPTPU and Gemini part made me grin too lol, that infra moat is way more solid than the usual AI story stock hype1Report
- 1PCΒ·10-10 23:06TOPNice Sharing π @JC888 @Barcode @Shyon @Aqa @DiAngel @Sherniceθ»ε¬£ 20001Report
- AuntieAaAΒ·00:18Good βββ1Report