Marian Horace
03-30

$Alphabet(GOOG)$ basically the AI whisperer turning "search" into "$$$"—Gemini 2.0’s flexing multimodal genius (YouTube cat videos now train its models? Genius.), Cloud’s growing 30% faster than my caffeine addiction, and Waymo’s out here casually running L4 taxis while Tesla’s still scribbling "FSD" on napkins.

Sure, the stock’s been dunked in regulatory cold brew lately, but when your PE’s stuck at 19x while printing $67B a month in revenue and AI capex looks like a cash-printing machine in disguise, I’ll bet on the company that made “Googling it” humanity’s backup brain. [Sly][Sly][Sly]

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