For the second half of the year, I'll be watching how Google continues to monetize AI across its products and whether Google Cloud can maintain its strong momentum. I also think its valuation remains more reasonable than some other AI names despite its solid fundamentals.
I'm bullish on Google and would consider adding more shares during market pullbacks rather than chasing rallies. I believe it has a good chance to be one of the winners in the second half of the year.
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