Alphabet: Why An Antitrust Breakup Is Good
Summary
- Alphabet's valuation is low despite its tech leadership, strong brand, and resilient business model, making it an attractive investment opportunity.
- Fears about generative AI and LLMs threatening Google Search are overblown; Alphabet's ad business and new AI offerings remain robust and adaptive.
- Alphabet's Gemini LLM and Google Cloud are leading in AI/ML, driving significant revenue growth and reinforcing the company's competitive edge.
- Recent quarterly results show double-digit revenue and profit growth, with strong capital allocation and continued investment in AI infrastructure supporting future performance.
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