$Alphabet(GOOG)$ I added to my GOOG position as confidence grows around Alphabet’s long-term autonomous vehicle strategy. Citizens reaffirmed a “Market Outperform” rating with a $340 target, reflecting strong conviction after the 1Q25 call. CEO Sundar Pichai’s focus on “optionality around personal ownership” signals a durable moat built on technology leadership and distribution strength. Waymo’s plan to license its AV technology to automakers could expand ride-sharing supply, deepen partnerships, and lower production costs, supporting sustained growth potential for the business.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 308.32 0 | +1.07% Holding |
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