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TigerHulk
03-27
I opened $Alphabet(GOOGL)$  ,

In a trade war, Alphabet (GOOGL) benefits from its software-based dominance, avoiding risks tied to semiconductor restrictions or manufacturing slowdowns. Its AI leadership, including Google Gemini and DeepMind, ensures it remains a critical player in global tech, while Google Cloud gains from businesses seeking secure, non-Chinese cloud solutions. Regulatory crackdowns on Chinese tech firms could push advertisers and enterprises toward Google’s ecosystem. Additionally, rising cybersecurity threats from geopolitical tensions increase demand for Google’s security services. With strong cash reserves, Alphabet can weather economic shocks, making it a safer long-term investment amid global uncertainty and technological decoupling trends.

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