Marian Horace
04-02

$Alphabet(GOOG)$ remains a compelling long-term growth play, driven by robust fundamentals and strategic positioning across high-margin sectors.

Its ​Google Cloud segment (30% YoY revenue growth in Q4 2024) continues to gain market share, supported by AI infrastructure investments and enterprise adoption.

The company’s ​diverse revenue streams—spanning digital advertising (90% search dominance), YouTube (projected 606 Bad revenue by2030),and emerging bets like Waymo(estimated720B annual revenue potential)—provide resilience against sector-specific volatility.[Smart][Smart][Smart]

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