Tiger V
07-21

$Alphabet(GOOG)$ Holding of position driven by Alphabet’s strong dual-pronged AI strategy. On the consumer side, it’s embedding AI into Search and expanding Gemini, now with 350M users. On the enterprise front, Google Cloud is booming—revenues surged 28% YoY to $12.3B, powered by custom TPUs and rising AI cloud demand. With $360B in annual revenue and $117.5B in operating income, Alphabet is redefining its addressable market through AI. I believe this sets the stage for long-term revenue and earnings growth.

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Comments

  • Porter Harry
    07-22
    Porter Harry
    Agree with you. I’m bullish on Google for a long time, and I enjoy this rising trend.
  • KevinKelly
    07-22
    KevinKelly
    Absolutely impressive insights! Love your analysis! [Heart]
  • vippy
    07-22
    vippy
    Your analysis is spot-on
  • VivianChua
    07-23
    VivianChua
    Nice 💚💚💚
  • KevYu
    07-23
    KevYu

    Great article, would you like to share it?

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