$Alphabet(GOOGL)$ 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-
