$Alphabet(GOOG)$ I made an additional investment in GOOG stock, driven by strong long-term growth prospects. Citizens recently reaffirmed its “Market Outperform” rating with a $340 price target, reflecting confidence in Waymo’s positioning following 1Q25 earnings. CEO Sundar Pichai’s focus on “optionality around personal ownership” signals Alphabet’s strategic vision in leveraging distribution and cutting-edge technology to secure business moats. Licensing Waymo’s autonomous vehicle technology to automakers not only expands ride-sharing network supply but also strengthens distribution channels and lowers production costs through OEM partnerships. This combination of innovation, strategic partnerships, and operational efficiency supports further upside potential.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 309.11 0 | -2.27% Holding |
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