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Alphabet: More Than Search, It's An Investment In The Future
Summary
- Alphabet is a leader in future technologies—Waymo, AI, cloud, and quantum computing—providing multiple growth avenues beyond its core search business.
- Waymo's early lead and robust technology position it as a potential winner in the rapidly expanding robotaxi market, supporting GOOG's long-term value.
- Google's integration of generative AI, cloud advancements, and quantum computing expertise creates powerful synergies and economic moats for future growth.
- Despite current revenues being dominated by advertising, Alphabet's diversified innovation pipeline and risk management make it my strongest long-term conviction—Strong Buy.
With a computer science background and a passion for investing, I combine these two worlds. Many questions are about how I can use any form of analytics (including artificial intelligence) to make smarter investment decisions. One of my theses is that the world is changing more than before, due to artificial intelligence, demographic changes, climate change, and geopolitical conflicts. There will be new winners. My goal is to find them.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
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