I believe the market is not un-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I believe the market is not underpricing Alphabet's$Alphabet(GOOG)$ AI monetization potential; the current valuation is reasonable given its growth prospects, and a stock price of $400 is most probably achievable in 2026 - contingent on based on strong free cash flow and AI leadership. The potential partnership with $Apple(AAPL)$ is quite a positive for both companies. Its Gemini models, in-house TPUs, and wide consumer reach should help in improving ad conversion and user engagement & contribute to strong financials.

Alphabet Hits $4T: Is $400 Possible in 2026?

Alphabet closed with a market cap above $4 trillion for the first time, cementing its position as a leading AI winner. The move comes as reports suggest Apple may adopt Gemini as the foundation model for its AI-powered Siri. If confirmed, the partnership would mark a major shift in Apple’s AI strategy and further validate Alphabet’s large-model leadership. With Alphabet above $4T, is the market still underpricing its AI monetization potential? If Apple leans on Gemini, does this strengthen or weaken Apple’s long-term AI narrative?

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The move comes as reports suggest Apple may adopt Gemini as the foundation model for its AI-powered Siri. If confirmed, the partnership would mark a major shift in Apple’s AI strategy and further validate Alphabet’s large-model leadership.\nWith Alphabet above $4T, is the market still underpricing its AI monetization potential?\nIf Apple leans on Gemini, does this strengthen or weaken Apple’s long-term AI narrative?","image":"https://community-static.tradeup.com/news/6f2ff443508963a3476e79faf9ba71f4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>I believe the market is not underpricing Alphabet's<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>&nbsp; AI monetization potential; the current valuation is reasonable given its growth prospects, and a stock price of $400 is most probably achievable in 2026 - contingent on based on strong free cash flow and AI leadership. The potential partnership with&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp; is quite a positive for both companies. Its Gemini models, in-house TPUs, and wide consumer reach should help in improving ad conversion and user engagement &amp; contribute to strong financials.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>I believe the market is not underpricing Alphabet's<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>&nbsp; AI monetization potential; the current valuation is reasonable given its growth prospects, and a stock price of $400 is most probably achievable in 2026 - contingent on based on strong free cash flow and AI leadership. The potential partnership with&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp; is quite a positive for both companies. Its Gemini models, in-house TPUs, and wide consumer reach should help in improving ad conversion and user engagement &amp; contribute to strong financials.&nbsp;</p></body></html>","text":"I believe the market is not underpricing Alphabet's$Alphabet(GOOG)$ AI monetization potential; the current valuation is reasonable given its growth prospects, and a stock price of $400 is most probably achievable in 2026 - contingent on based on strong free cash flow and AI leadership. The potential partnership with $Apple(AAPL)$ is quite a positive for both companies. 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