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2 days ago, 03:09 PM
$Alphabet(GOOGL.US)
Context: I actually think the Cloud/AI numbers are more important than the temporary cash-flow hit. Google has a US$514B Cloud backlog, and its TPU business is becoming another potential AI revenue stream.
My trade: I am constantly adding a little bit more when the price below 330.
Takeaway:
GOOGL is one of my top preferred mega-cap AI plays at current levels. The interesting thing is that you're not paying purely for an AI story—you get Search, YouTube, Cloud, Gemini, TPUs and Waymo underneath it.
The biggest risk is not that Google suddenly becomes a bad company. It's that Alphabet spends so aggressively on AI that the return on that enormous capex disappoints investors.
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