$Alphabet(GOOG)$ Google, according to the market, was at risk of being replaced, but the integration of its Gemini 3 model in 2026 proved otherwise. It has built a strong presence in Android and Workspace. The price-to-earnings ratio for GOOG is attractive compared to other tech giants. YouTube's short video monetization has surpassed its competitors, and Google Cloud is the second-largest profit engine. Alphabet has high hidden asset value with Waymo's commercialization. The company has a high tolerance for error, and a value trough between basic research and application monetization. | Side | Price | Realized P&L |
|---|
| Buy Open | 319.85 | +1.93% Holding |
Google Sprints Toward $4T: Still Make Sense Looking Into 2026?
Alphabet has overtaken Apple to become the world’s second most valuable company, underscoring diverging AI paths.
Alphabet shares rose 2.4% Wednesday to a $3.89T valuation. This marks the first time since 2019 that Alphabet has reclaimed the No.2 spot.
With Alphabet at record highs, can AI momentum continue to drive multiple expansion?
In Big Tech’s AI race, do you favor platform-scale players like Alphabet or giants like Nvidia?
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