In a trade war, Alphabet (GOOGL) remains resilient due to its minimal reliance on physical supply chains, unlike hardware-dependent tech giants. Its core revenue streams—Google Search, YouTube ads, and Google Cloud—are largely domestic or digital, reducing exposure to tariffs and supply disruptions. AI dominance strengthens Google’s competitive moat, while increasing global digitalization ensures advertising demand. Geopolitical tensions may drive countries to develop independent AI ecosystems, yet Google’s diversified revenue sources and cloud expansion provide stability. Unlike hardware firms facing export restrictions, Alphabet’s software-driven business model ensures steady cash flow, making it a safe bet amid global economic uncertainty.
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