$Alphabet(GOOG)$ GOOG faces ne

$Alphabet(GOOG)$ GOOG faces near-term cost pressures from AI infrastructure buildout (including a first-ever negative free cash flow quarter and rising financing costs), the current valuation appears to be pricing in significant pessimism, supported by strong fundamentals (ROE 48.68%, EPS growth of ~70% in H1 2026 vs. H1 2025) and bullish institutional options positioning.

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