$Alphabet(GOOGL.US)Alphabet starting to look like a quiet contender for next AI leadership, especially as Nvidia moves into a digestion phase.

What’s interesting is GOOG has:

• real AI stack (TPU, Gemini)

• massive distribution (Search, YouTube, Cloud)

• less crowded positioning

So if market rotates from “infrastructure (NVDA)” → “application/monetization,” Google fits that transition well.

Still early though — needs price to confirm, not just narrative.

@Bridge Buzz SG