Google : A Big Sigh of Relief and A Surge of Conviction

🌟🌟🌟For years, the spectre of antitrust loomed over Google $Alphabet(GOOGL)$  $Alphabet(GOOG)$  like a slow moving storm.  Would regulators dismantle Google's empire?  Would Chrome, Android or Search be torn apart?  But today, the US judge 's decision was clear:  Google stays whole.  No break up.  No forced divestitures.  Just a mandate to share some data -  with its core engine of monetisation untouched.

Wall Street responded not with caution but with jubilation.  Google's stock leapt nearly 8%, adding over USD 150 billion in market cap in a single breath!  That is not just a rally.  It is a roar of restored confidence.

Why It Matters For Me

This isn't just about legal nuance.  It is about my conviction being rewarded.  With regulatory clarity, this moment is about Resilience, Scale and the quiet power of staying the course.

What's next : AI,  Search and the Gemini Glow

With the breakup threat gone, Google can now deepen its AI ambitions - Gemini, YouTube, Android and even its rumoured Siri rival with Apple.  Google 's moat isn't just intact.  It is expanding.

Analysts are raising their target price for Google :

JPMorgan - USD 260 - Best case outcome - relief and optimism.

Oppenheimer - USD 270 - A regulatory cloud lifted - clarity and conviction

Barclays - USD 250 - Minimal impact - confidence in the Google model.

Is Google A Buy?

If you are looking for :

Regulatory clarity - Yes

AI upside (Gemini, Search, YouTube) - Yes

Reasonable valuation (trading at 20x earnings below peers - Yes

Concluding Thoughts 

This ruling feels like a thunderclap across Silicon Valley and Google didn't just survived - It soared.  Finally my conviction in Google is paying off big time - 100%!🥰🥰🥰🌈🌈🌈💰💰💰

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