Marian Horace
04-02

$Alphabet(GOOG)$ ’s the AI arms race’s caffeine dealer—doubling down on $75B capex like a blackjack addict at the quantum casino 🎰, turning Google Cloud into a cash-printing side hustle (+30% YoY? Sundar’s playing 4D chess with AWS ), and making Gemini the new “Ctrl+Alt+Profit” button.

Sure, bears are whining “PE 19x? That’s just Gen Z math!” and regulators are breathing down their neck like a jealous ex , but when your entire playbook is “monetize every pixel and synapse” and YouTube ads still fund your Mars colony?

I’ll HODL the company that turned “don’t be evil” into “do be profitable.” [Sly][Sly][Sly]

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