Orders
Commemorative$Alphabet(GOOGL.US)Alphabet right now is the classic “boring but unavoidable” AI trade. It’s spending huge on AI (TPU, Gemini, infra), but ads still dominate revenue, so the market doesn’t price it like a pure AI rocket the way it does with Nvidia.
So the setup: strong cash flow + AI optionality, but slower narrative. Risk is AI capex eating margins before monetization shows. Upside comes if AI actually boosts search/ads or cloud.
@Bridge Buzz SG
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