$Alphabet(GOOGL.US)
Background:
Alphabet has strong growth from Search, Google Cloud and AI/Gemini. Cloud is growing rapidly, but very high AI capex is the main risk.
My trade:
Bought at an average cost of $345.
Takeaway:
Hold. $345 is a reasonable long-term entry. Watch Cloud growth, Search resilience and AI capex/returns. Will buy more if the price drops below 320.
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