$Meta Platforms, Inc.(META)$ Whatapp is the world leader in communication channel. Whatapp plus was introduced in April 2026. Wait for the impact from the subscriptions.
$Alphabet(GOOGL)$ one of the few companies that started the AI craze. Best case scenario: AI contribute immensely to productivity. Revenue goes up. Worst case scenario: AI is a bubble. Alphabet stops capex. Free cash flow goes up. Rest of economy goes to dump. Buy now at Berkshire entry price in 2026. Wait and you will regret. Once the assets (data centers) are online, that is when revenue will spike. It is inevitable that the other S&P500 companies will increase their IT budget.