$Alphabet(GOOG)$  

Woah Alphabet has been absolutely crushing it in 2025. The stock’s up over 60%, easily the top dog among the Magnificent Seven, and it’s not hard to see why. First off, their AI game is on fire. Gemini 3 is getting rave reviews as one of the leading large language models, and they’re monetizing it fast through search upgrades, YouTube integrations, and more. Investors who worried Google was falling behind in the AI race? Yeah, that’s ancient history now.

Then there’s Google Cloud, which has turned into a total growth beast. We’re talking 34% revenue jumps, a massive $155 billion backlog, and a surge in billion-dollar AI deals. It’s finally profitable and stealing share from the big guys, fueled by demand for their custom TPUs and AI infrastructure.

Don’t sleep on the core business either—search and ads are still printing money, YouTube’s dominating video, and they’ve got boatloads of cash for big bets like Waymo. Analysts are piling on upgrades, eyeing 20-23% upside next year with reasonable valuations around 28x forward earnings.

Heading into 2026, with capex ramping up and AI momentum unstoppable, Google looks primed for more gains. If you’re hunting growth without insane hype premiums, this one’s a no-brainer.

A stock to keep for the long term!


# Winning Trades

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  • BillyWilliams
    ·12-31 22:38
    Strewth, mate! Google's smashing it with AI and Cloud growth. Solid long-term bet. [强]
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  • AuntieAaA
    ·01-01 01:37
    Good
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