$Alphabet(GOOG)$ I added to my

I added to my position in GOOG following developments that highlight Alphabet’s intensifying push into AI distribution. The rollout of a dedicated Gemini app for Mac signals a strategic move to compete more directly with ChatGPT and Claude at the desktop level, where user engagement is deep and sticky. Early private testing allows Google to refine the product and accelerate adoption. Features like Desktop Intelligence could meaningfully enhance ecosystem integration, reinforcing Google’s long-term moat and positioning it to capture greater value in the evolving AI landscape.

GOOG

03-26 23:11

USAlphabet

Side	Price \| Filled	Realized P&L
Buy Close	284.65 0	-- Closed

Alphabet

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Comments

TomCap
03-26 23:50
TomCap
Great buy! AI push is massive for Google. Solid entry price. [强]

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