I opened 0.00541 share(s)
$Alphabet(GOOG)$ ,
I added to my position in GOOG as Alphabet looks increasingly undervalued despite its AI stumble. While ChatGPT shook the dominance of Google Search, Alphabet’s pivot beyond ads is already underway—ad revenue dropped to 74% in Q1 2025. Google Cloud now drives 14% of revenue, and Waymo’s $45B valuation hints at massive future upside. Backed by $95B in liquidity and $75B in trailing free cash flow, Alphabet can outspend and outinnovate most rivals. At a 20 P/E, this is a rare chance to own a future-proofed tech titan at a fair price.
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