$Alphabet(GOOG)$ I like hypers

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$Alphabet(GOOG)$ I like hyperscalers like Google. They have a ton of cash and a stack strategy, meaning a layered collection of hardware, software, data, and tools that work together to build, deploy, and run AI systems. That stack helps Google pick the right technologies, control costs, and scale AI from testing to full production.

Meanwhile, Waymo and YouTube are gaining market share. Radar costs are falling fast. YouTube Shorts and sports subscriptions are growing. Isomorphic, led by Nobel Prize winner Demis Hassabis, could show some solid results by year-end or early next year. It started human trials earlier this year.

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