To The Moon

For investors looking at Q4 2025, $Alphabet(GOOG)$ has emerged as a unique dual-threat:

• It is a defensive "survivor" in a potential market downturn.

• And an offensive growth leader predicted to eclipse $Apple(AAPL)$ in value by 2026.

According to Nasdaq & MarketWatch, below are reasons why GOOG is the "smart money" investment:

1. "Survivor" Theory : AI Apocalypse’s Resilience.

While fears of an AI bubble bursting have recently led to market volatility, GOOG has been identified as one of two "Magnificent Seven" stocks (the other being MSFT), capable of being the "strongest” survivors of an AI apocalypse.

• Safety in Chaos: GOOG has proven it can "dodge” the worst of corrections and even thrive if the AI hype deflates, unlike its speculative peers.

• Proven Monetization: The market is no longer punishing Google's heavy capital expenditures (raised to ~$93 billion for 2025) because the company has successfully transformed its AI from a "second-rate chatbot" into a varied, revenue-generating engine across Search and Cloud.

2. "Overtake" Theory : Eclipse AAPL by 2026

While MarketWatch praises GOOG's safety, Nasdaq provided the aggressive upside case, predicting GOOG will be worth more than AAPL by year end.

• Superior Growth: Alphabet’s revenue is growing at 15% (with Cloud up +34% YoY), outpacing AAPL's latest single-digit growth.

• Better Valuation: Despite its growth, GOOG trades at a cheaper P/E ratio (29) compared to Apple (36). Translation - investors are getting faster growth for a lower price.

• Ultimate Flex: In a sign of shifting AI-dominance, it is rumored that AAPL may pay GOOG, $1 billion annually to integrate Gemini into Siri, proving that even its biggest "survivor" rival relies on Google's tech. (see above)

3. The Catalyst: Gemini 3 & Nano Banana Pro

GOOG’s rapid product acceleration has been cited as core driver for its bullish outlook by analysts.

Cases in point:

(1) Gemini 3.

• Officially available since 17 Nov 2025, it has been described as "crushing benchmarks" in language and research.

• For now, it is the "best” chatbot out there. It powers AI overviews for 2 billion monthly users and has driven 70% of Cloud customers to adopt Google's AI models.

(2) Hardware & Edge:

• Launch of Nano Banana Pro (aka Gemini 3 Pro Image) was officially available since 20 Nov 2025.

• It will be a key momentum builder, proving GOOG is winning on both software (Gemini) and device-level implementation.

My Viewpoints: (mine only)

GOOG is the only stock that has defensive stability previously ‘exclusive’ to AAPL only - not anymore.

It also has the obvious growth potential attributed to the AI leaders, side-stepping AAPL in the process.

At the mid-point of Q4 2025, GOOG has emerged as a rare "best of both worlds" investment option:

• Safe enough to survive an AI crash.

• Powerful enough to lead the next rally.

Are you on the GOOG bandwagon yet ? Time to consider ?

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