$Alphabet(GOOG)$ I’ve added to

I’ve added to my position in GOOG, taking advantage of its surprisingly attractive valuation. Despite AI shaking up search and ad revenue models, Alphabet is adapting fast. Ads now make up just 74% of revenue, while Google Cloud contributes 14%, and Waymo’s $45B valuation signals future growth. With $95B in liquidity and $75B in free cash flow, Alphabet has the firepower to innovate or acquire strategically. At a 20 P/E ratio, this is a rare opportunity to own a resilient tech giant at a discount.

GOOG

07-17 22:18

USAlphabet

Side	Price \| Filled	Realized P&L
Buy Open	183.32 0	-- Closed

Alphabet

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