AI's Best ROI Is the Cloud: Reaccelerating Since OpenAI launched ChatGPT in late 2022, America's leading large-scale computing companies have been aggressively increasing their capital expenditures, with a primary focus on AI compute power. This trend continued and accelerated in Q2 2025. Amid a global surge in AI capital expenditures by tech giants, the market has been rife with skepticism, questioning whether AI is a bubble with massive investment yielding little return. Do the facts support this narrative? Recent earnings reports from the world's five largest cloud vendors suggest otherwise. All have achieved quarter-over-quarter growth, with Microsoft Azure, Google Cloud, Alibaba Cloud, and Oracle OCI posting double-digit gains and accelerating year-over-year growth. This has even spar

🌟🌟🌟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 ral

1. Could this victory give Alphabet more room to expand in AI and cloud? Yes. The DOJ’s proposed remedies—forcing a divestiture of Chrome and Android—would have struck at the heart of Alphabet’s ecosystem and weakened its data advantage. The court’s rejection removes that immediate overhang. With Chrome and Android intact, Google maintains its massive user base and data moat, which are critical inputs for both AI development (training large models) and for cross-selling Google Cloud services. Regulatory pressure isn’t gone, but this ruling gives Alphabet more strategic freedom to reinvest in AI (Gemini, DeepMind) and push harder in cloud infrastructure, where it is still behind AWS and Azure but gaining ground. --- 2. Is Google your pick for long-term holding? For long-term investors, Goog

Google has finally reached an all-time high. If you feel like you’ve missed yet another opportunity to invest, don’t worry — stocks rarely move up in a straight line. The market will always find reasons to pull back share prices, and those moments often create the best opportunities. I accumulated my position during peak fear, when many were saying that ChatGPT might replace search. I tried to explain to some of my friends otherwise, none of them actually listen. I'll take this opportunity to explain why I invested in Google. The reason I like Google is simple: it’s a monopoly-like business with one of the strongest moats in the world (obviously? if not why always have anti trust or monopoly law suit) • Search dominance: “ChatGPT will replace search”? Not yet. As of today, Google still hol

Key Drivers and Near-Term ProspectsAntitrust Win: The ruling preserves Google's ~80% search revenue share through ad deals, like with Apple. Analysts like Wedbush's Dan Ives raised price targets to $245, citing search's "longer-term durability." This removes a major overhang, potentially unlocking further upside. AI and Cloud Growth: Alphabet's AI investments, including Google Cloud's data center expansions (e.g., $9B in Oklahoma) and partnerships like Qualcomm for AI in autos, are driving demand. YouTube's ad monetization and generative AI enhancements are boosting revenue, with analysts noting higher ad lead quality could lift pricing. Waymo's autonomous tech, valued at ~$173B in some analyses, adds another growth vector. Financials: Alphabet reported $100B in earnings on $350B revenue l

Alphabet’s $Alphabet(GOOGL)$ latest earnings prove its AI and cloud strategy is paying off, with strong revenue beats and higher Capex signaling management’s conviction. Even after a sharp rally, it still trades at the lowest P/E among the Mag 7, which makes the upside compelling compared to peers. I see this valuation gap as a chance for further rerating. I believe Alphabet has the fundamentals and execution to join the $3T club as early as 2025. Its track record in M&A and ability to scale new technologies give me confidence this isn’t just hype — it’s a real transformation that can drive sustainable growth. Regulatory noise will always be there, but it hasn’t derailed the story so far. For me, this is a stock to hold, not trim. I’d rath

I think there is a good chance for Google to reach $3trillion in 2025. Everyone is waiting for a possible 50 basis point cut in interest rate by the Fed and this will help boost Google. The biggest near term threat would be regulations which would impact it. I would take profit after September and rotate my funds to ETF such as plain old SPY. Afterall, the MAG7 contributes to the majority of the S&P500 and having a slightly more diversified ETF would be safer for me especially with the potential looming recession with the latest poor labour market hiring. Although alphabet has the lowest valuation among the mag7 now, it is reasonable as everyone has priced in future prospects for the various companies and comparatively, alphabet just does not seem to be able to generate a greater magni

$Alphabet(GOOG)$ A revolutionary space stock has surged to the top of its holdings, signaling strong conviction in innovation beyond its core business. At the same time, Alphabet completely exited a once-prominent AI-driven investment that made up 15% of its portfolio, showing discipline in capital allocation. These moves demonstrate Alphabet’s adaptability and forward-looking strategy, reinforcing my confidence in the company’s long-term growth trajectory. 

Crazy rally so far! In the overbought area. Time to take some profits.

$GGLL 20251017 45.0 CALL$ Looks like my crystal ball missed Google's antitrust win. Might need to roll this call to avoid getting called away at a bargain-basement price.

yes Google is breaking out.. I hold the most in Google for all the Mag 7. some Mag 7 stocks,  I also don't have. better to concentrate on those Mag stocks that you are confident in and undervalued. no I don't take profit. my time line is 10 years from now... take profit for what?

$Alphabet(GOOG)$ Alphabet Inc. (NASDAQ: GOOGL), the parent company of Google and a titan of the tech industry, has had a turbulent start to 2025. Year-to-date, the stock has declined by over 10%, even after a modest recovery in recent weeks that pushed shares up from a low below $150 to over $171 per share. While short-term market volatility can spark concern, long-term investors know that it’s crucial to look beyond the noise and analyze a company’s fundamentals, growth prospects, and valuation potential over a multi-year horizon. This article aims to do just that by presenting an in-depth forecast for Alphabet’s stock price through 2030, backed by detailed data, assumptions, and scenario analysis to help you understand where the stock might be h

Yes I believe $Alphabet(GOOGL)$ is going into that $3T soon Garmini AI is quite good to use than chatGPT

While prolonged legal proceedings remain, the recent ruling has created a window for the market to reprice the strategic value of Gemini. In this context, Google stands out as a compelling long-term holding.

$Alphabet(GOOG)$ Highest profit share that i am still holding on 

$GOOGL 20260618 160.0 CALL$ Google is the best 

$Alphabet(GOOG)$ finally boom!! 💥💥