Alphabet Inc.'s Q2 results crushed expectations, driven by surging AI demand and explosive cloud profit growth, especially in operating margins. Google raised its AI-driven CAPEX forecast from $75B to ...
Alphabet Inc. remains my largest position, rated Strong Buy despite its recent outperformance and a 20% pullback. I see the market underestimating GOOG’s growth trajectory post-Gemini 2.5, with ...
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