$Alphabet(GOOG)$
Yet something to consider :"The Jevons paradox states that increased efficiency in resource use can lead to increased resource consumption." Also, word on the web is that Deepseek has leveraged for more compute/GPUs than what is being communicated. Look at the commentary within deepseek/LLM etc threads right now, the spike in usage has crashed the app. How will they support more usage?... More compute.
Plus Googles AI has the ability to be commercialized at probably the largest scale possible. Breakthroughs in compute efficiency will reduce cost and benefit Google.
Long Google (Calls Jan31-Jan 2026)
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