IS $GOOGL THE MOST DISRESPECTED STOCK IN THE MARKET?
$Alphabet(GOOGL)$ Wall Street talks about it like it’s past its prime -- a legacy search engine coasting on ad dollars while OpenAI and Anthropic eat its lunch.
The market is so fixated on LLMs denting Search that it’s missing what’s actually happening: Google is quietly assembling the foundation of the next tech supercycle. And it’s doing it in three places that matter more than any chatbot -- infrastructure, agents, and cybersecurity.
Everyone’s pricing in weakness at the top of the funnel. No one’s pricing in strength at the bottom of the stack.
Google doesn’t need to win the flashy LLM race to dominate the AI era. It already owns the rails. It’s building the pipes, securing the endpoints, and embedding agentic intelligence directly into the operating systems we live on -- from Android to Gmail to Docs to Chrome.
We’re entering the agent era. And Google is everywhere agents want to be.
So yes, maybe Search growth slows. But what’s being wildly discounted is how deeply Google is embedding itself into the infrastructure and interface layers of AI -- not just powering the future, but shaping how we interact with it.
And the kicker? You can buy it at the same multiple today -- just 14x EV/EBIT -- as you could nearly a decade ago. Same company. Bigger opportunity. New era.
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