$Alphabet(GOOG)$ Alphabet's mi

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$Alphabet(GOOG)$ Alphabet's miss reflects heavy AI investment, not weakening demand. Revenue grew 25% to $127.6B. Google Cloud revenue rose 103% to $30.7B, with a 36% operating margin and a $561B backlog giving multi-year visibility. Search still grew 12%, with query growth at a five-year high, and Gemini passed one billion users, suggesting AI is strengthening the core business. Operating cash flow of $42.3B funds record capex; negative free cash flow is a deliberate trade for future Cloud and TPU revenue. The post-earnings drop lowers the entry price for a business with a durable moat. For long-term investors, capex-driven volatility can be an opportunity, provided Cloud growth keeps outpacing spending.

# Winning Trades

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