$Alphabet(GOOG)$ How is this company not the most valuable company in the world? Google – search engine and internet services. Gemini – AI. Google DeepMind – advanced AI research. YouTube – video and entertainment. Android – mobile OS. Chrome – browser. Maps – navigation. Cloud – computing and business infrastructure. Ads – digital advertising. Workspace – Gmail, Drive, Docs, Sheets, Meet. Pixel – phones and devices. Nest – smart home. Waymo – self-driving and robotaxis. Wing – drone delivery. Verily – healthcare tech. Calico – ageing and longevity research. Isomorphic Labs – AI drug discovery. Intrinsic – robotics and automation. GV – venture capital. CapitalG – tech investments.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ No one can even come close to matching the flywheel effect Alphabet has across the AI stack. It is painful right now, yes, and a lot of people are very fearful, which seems comical given the P/E here heading into 2027. But I'm not worried. This is an opportunity I'm taking full advantage of. This is why I own the equity and why I'll keep buying it hand over fist.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Loading up on this pullback like there's no tomorrow. 103% GCP growth is hard to ignore, and at this pace it could pass Azure by 2028. The negative free cash flow isn't a concern to me. That's all by design and will swing the other way, also by design. No one can match the AI flywheel here. It's just getting started.
$Alphabet(GOOG)$ I'm staying patient and adding more as it moves lower. At this price it looks like a good opportunity. Long term, this stock is top-tier.