$Alphabet(GOOGL)$ Investing in

$Alphabet(GOOGL)$ Investing in Alphabet (GOOGL) continues to be a winning strategy. I’m doubling down and buying more during dips for three reasons:

• AI Dominance: Their "full-stack" AI—from proprietary Gemini models to custom TPU chips—gives them a massive cost and performance edge.

• Cloud Acceleration: Google Cloud is now a powerhouse, recently hitting a historic $100 billion quarterly revenue run rate.

• Strong Fundamentals: With record earnings and a disciplined buyback program, the valuation remains attractive for a long-term compounder.

Alphabet's Growth Engines

The company has evolved from a search engine into an integrated AI and infrastructure giant. Its ability to monetize AI across Search, YouTube, and Cloud is driving double-digit growth.

Winning Trades

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":512649394701064,"tweetId":"512649394701064","gmtCreate":1766186207012,"gmtModify":1766195539667,"author":{"id":4202168800059072,"idStr":"4202168800059072","authorId":4202168800059072,"authorIdStr":"4202168800059072","name":"dydxequalszero","avatar":"https://community-static.tradeup.com/news/5d32905cc301cf39eb5b9ef597843ed8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.03","exceedPercentage":"93.64%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"7516f9ef7e8042739b8597466da26fe7","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Winning Trades","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7516f9ef7e8042739b8597466da26fe7}&rnconfig={\"headerBarHidden\": true}","description":"Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/50f5d54ccf955e315e5712380de97c78","width":"927","height":"1599"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/50f5d54ccf955e315e5712380de97c78","width":"927","height":"1599"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a> Investing in Alphabet (GOOGL) continues to be a winning strategy. I’m doubling down and buying more during dips for three reasons:\n \n• AI Dominance: Their \"full-stack\" AI—from proprietary Gemini models to custom TPU chips—gives them a massive cost and performance edge.\n• Cloud Acceleration: Google Cloud is now a powerhouse, recently hitting a historic $100 billion quarterly revenue run rate.\n• Strong Fundamentals: With record earnings and a disciplined buyback program, the valuation remains attractive for a long-term compounder.\nAlphabet's Growth Engines\nThe company has evolved from a search engine into an integrated AI and infrastructure giant. Its ability to monetize AI across Search, YouTube, and Cloud is driving double-digit growth.\n <img src=\"https://community-static.tradeup.com/news/50f5d54ccf955e315e5712380de97c78\" tg-width=\"927\" tg-height=\"1599\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a> Investing in Alphabet (GOOGL) continues to be a winning strategy. I’m doubling down and buying more during dips for three reasons:\n \n• AI Dominance: Their \"full-stack\" AI—from proprietary Gemini models to custom TPU chips—gives them a massive cost and performance edge.\n• Cloud Acceleration: Google Cloud is now a powerhouse, recently hitting a historic $100 billion quarterly revenue run rate.\n• Strong Fundamentals: With record earnings and a disciplined buyback program, the valuation remains attractive for a long-term compounder.\nAlphabet's Growth Engines\nThe company has evolved from a search engine into an integrated AI and infrastructure giant. Its ability to monetize AI across Search, YouTube, and Cloud is driving double-digit growth.\n <img src=\"https://community-static.tradeup.com/news/50f5d54ccf955e315e5712380de97c78\" tg-width=\"927\" tg-height=\"1599\"></body></html>","text":"$Alphabet(GOOGL)$ Investing in Alphabet (GOOGL) continues to be a winning strategy. I’m doubling down and buying more during dips for three reasons: • AI Dominance: Their \"full-stack\" AI—from proprietary Gemini models to custom TPU chips—gives them a massive cost and performance edge. • Cloud Acceleration: Google Cloud is now a powerhouse, recently hitting a historic $100 billion quarterly revenue run rate. • Strong Fundamentals: With record earnings and a disciplined buyback program, the valuation remains attractive for a long-term compounder. Alphabet's Growth Engines The company has evolved from a search engine into an integrated AI and infrastructure giant. Its ability to monetize AI across Search, YouTube, and Cloud is driving double-digit growth.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/512649394701064","repostId":0,"isVote":1,"tweetType":1,"viewCount":52,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GOOGL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":651,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/512649394701064"}