Alphabet Is Not A Victim And Seems Ready To Fight

Mikhail Fedorov
308 Followers

Summary

  • Alphabet Inc. is undervalued due to market pessimism over competitive threats, but its fundamental AI advantages are overlooked.
  • Alphabet's massive data moat, vertical integration, and self-sufficiency position it uniquely against Microsoft and Apple.
  • Recent aggressive moves, like acquiring the Windsurf team, show Google is shifting from defense to offense in the AI war.
  • The current GOOGL stock's low valuation presents a unique buying opportunity; I rate Alphabet a Strong Buy based on its deep, sustainable AI strengths.

Google And Apple Explore Deal To Power IPhone Features With Gemini AI

Michael M. Santiago/Getty Images News

In May, I wrote about Alphabet Inc., aka Google (GOOG, GOOGL), and this article will be a supplement to that article. Therefore, I will not analyze the financial issues here, which I have already analyzed in the last

This article was written by

308 Followers
I started trading on the Moscow Exchange in 2005 as a private trader. Since 2010, I have been a financial markets analyst. I worked as an analyst in several brokerage companies in Russia and then in Ukraine since 2018. I also worked for a leading financial media outlet in Ukraine, covering global markets for Ukrainian readers. I specialize in macroeconomics and general market trends. I am also interested in history and philosophy. Although I received my economic education at Yakutsk State University, I am still largely self-taught. I see Seeking Alpha as a step up in my development, and an exit from the regional market to the global market with an opportunity to share my thoughts and ideas with the whole world.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in GOOG over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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