Bros, $Nio(NIO.US) is still falling so much today, while $Tesla(TSLA.US) has stabilized at 55. Seems like it's over, we're all bagholding and losing money. All in all, the night market is stagnant tonight, not even pretending, so shameless. What price did everyone get in at?
" description: "🚀🔍 Why is $Alphabet - C(GOOG.US) still the unavoidable core asset in the “ten-year dimension”? If AI is reshaping information distribution and decision-making paths, then $Alphabet - C(GOOG.US) stil" type: "topic" locale: "en" url: "https://longbridge.com/en/topics/38648269.md" published_at: "2026-02-11T02:37:51.000Z" author: "[辰逸](https://longbridge.com/en/profiles/16318663)" --- #Bros, $Nio(NIO.US) is still falling so much today, while $Tesla(TSLA.US) has stabilized at 55. Seems like it's over, we're all bagholding and losing money. All in all, the night market is stagnant tonight, not even pretending, so shameless. What price did everyone get in at?
🚀🔍 Why $Alphabet - C(GOOG.US) remains an indispensable core asset in the "decade-long dimension" If AI is reshaping the distribution of information and decision-making pathways, then $Alphabet - C(GOOG.US) still firmly stands at the "entry layer." The foundation of Alphabet remains Search + Video, two nearly irreplaceable sources of traffic. Google Search and YouTube constitute the most certain demand pool within the global digital advertising system. The proliferation of Google Lens has expanded "search" itself from text to the real world, driving a significant increase in overall query volume. This isn't user migration; it's an expansion of use cases. The evolution of YouTube is especially worth viewing from a long-term perspective. It is no longer a single UGC platform but has formed a multi-layered monetization structure spanning sports live streaming, Connected TV (CTV), subscriptions, and advertising. Holding the top spot for usage time among US streaming platforms for consecutive years essentially indicates one thing: YouTube has become household screen-level infrastructure. On the advertising side, this means brand budgets are not about "whether to give to YouTube" but "how much to give." AI is Alphabet's second growth curve, but its approach differs from most companies. It hasn't rushed to package AI as a standalone product but has chosen embedded amplification: more efficient search, more precise YouTube recommendations, more quantifiable ad placements, and more automated creator tools. From features like Ask to AI Overviews, Alphabet's strategy is very clear— use AI to enhance "discovery efficiency," not to replace discovery itself. When AI Overviews can reach billions of users globally and significantly boost query activity in supported categories, what is truly solidified is Google's dominance in the layer of "AI-driven discovery." This advantage doesn't rely on a single model's lead but on the flywheel of distribution scale + data feedback + user habits. Cloud business is the third key pillar. The continuous expansion of Google Cloud's order backlog reflects not just IT migration but enterprises and the public sector systematically pushing AI workloads to the cloud. Compared to pure computing power competition, Google Cloud is more like turning its own AI toolchain into enterprise-grade productivity components. More importantly, all this expansion is built on an extremely rare premise: sustained, robust, and freely deployable cash flow. In the capital-intensive, R&D-heavy AI era, Alphabet can still achieve profitability while making long-term investments without sacrificing financial stability. This structure determines that it is not "betting on a single technological wave" but can repeatedly place bets and continuously correct course. Precisely because of this, on this long-term holding list, $Alphabet - C(GOOG.US) may not be the "cheapest" one, but it is one of the options with the highest certainty and lowest probability of failure. While most companies need to prove "whether AI can be monetized," Alphabet is already demonstrating: how AI can amplify an already immensely powerful commercial system. 📬 I will continue to analyze those companies that can maintain cash flow during technological transformations and turn AI into a structural advantage. If you value certainty and risk resistance over a decade-long dimension, welcome to subscribe. #GOOG #Alphabet #Google #YouTube #AI #DigitalAdvertising #CloudComputing #LongTermInvesting ### Related Stocks - [GOOG.US - Alphabet - C](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGL.US - Alphabet](https://longbridge.com/en/quote/GOOGL.US.md) - [GGLS.US - Direxion Daily Googl Bear 1x Shares](https://longbridge.com/en/quote/GGLS.US.md) - [GGLL.US - Direxion Daily GOOGL Bull 2X Shares](https://longbridge.com/en/quote/GGLL.US.md) --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.