$Alphabet(GOOG)$ Gemini 3.0, which could significantly strengthen Google’s AI leadership. Wall Street has clearly warmed to Alphabet’s AI strategy, and the stock has shifted from being seen as an AI laggard to an AI winner. Valuation also played a role: GOOG traded much of the third quarter below a 20x forward P/E, later rising to about 25x, a level that still looks reasonable for its growth profile. Even Warren Buffett’s reported stake reinforces the value-and-growth appeal.

# Winning Trades

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  • MatthewWalter
    ·2025-11-28
    Solid AI moves, growth potential looks promising! [看涨]
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  • nizzmo
    ·2025-11-28
    Solid growth ahead with AI edge, still decent valuation [强]
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  • Venus Reade
    ·2025-11-29
    I think it will hit the upgrade target $355 plus before it goes down.

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  • Merle Ted
    ·2025-11-29
    Pfffttt!!!! $350 next week! $400 by second week of December!

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  • AuntieAaA
    ·2025-11-29
    Good
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