$Alphabet(GOOG)$ I recently added to my position in GOOG based on strong fundamental catalysts highlighted by KeyBanc Capital Markets. The firm raised its price target to $370 and maintained an Overweight rating, citing robust growth across Google Services and Google Cloud. Notably, Search continued expanding in 2025, Cloud backlog jumped nearly 55% QoQ, and Gemini, Alphabet’s AI assistant, now has 750 million monthly active users. With increasing capex supporting long-term growth, GOOG is positioned for earnings-driven upside, making this investment an attractive opportunity in a “revisions rather than multiple expansion” scenario.
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