To The Moon

In its recent reporting, Alphabet had a quarter where revenue came in around US $90.2 billion, up about 12% year over year, showing the business is still growing even at this scale.  And its net income, margins and financial strength suggest this isn’t a one-hit wonder—it has staying power. 

What I like about Alphabet:

• They’re the search + advertising giant — so you’ve got a business that already earns tons of money.

• But they’re not sitting still. They’re pushing into cloud services, AI, hardware, platforms. All areas that feel like they’ll matter more and more in the future.

• Because they’re so large and diversified, they have some built-in resilience. If one area slows, others may pick up the slack.

Of course, nothing’s guaranteed:

• Being huge means high expectations. Growth has to keep coming in or people will start questioning the premium you’re paying.

• They’re investing big time in future stuff (AI infrastructure, cloud, etc). The returns may take time.

• Competition and regulation are real concerns, especially in ad tech, search and global markets.

My take: If I were choosing a stock to buy and hold for 5-10 years or more, Alphabet looks like a strong candidate. It’s not a small “wild swing” bet—it’s more of a long‐term growth-and-innovation play. If you believe that search, advertising, AI and cloud computing will continue to grow in importance (which I do), then owning a piece of Alphabet feels logical.

In short: Alphabet is one of those companies you can feel comfortable keeping in your portfolio if you’re playing the long game.